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- Tasks: Assist financial planners with administration and customer service in a dynamic environment.
- Company: Join a leading Independent Financial Advisor (IFA) with a strong reputation.
- Benefits: Competitive salary up to £35,000 plus an attractive package.
- Why this job: Kickstart your career in finance while supporting clients and IFAs.
- Qualifications: 2+ years in financial services with knowledge of pensions and investments.
- Other info: Great opportunity for career progression in a supportive team.
The predicted salary is between 28000 - 42000 £ per year.
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A leading IFA is currently seeking an administrator who holds Financial Services experience and has progressed with industry exams.
The role will be suitable to someone who has a background as an administrator within the financial services industry, either working for an IFA or an Insurance Company.
You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration is essential.
The candidates ideally should have a current working knowledge of Pensions, Individual & Group Protection, ISAs, OEICs, Investment Bonds and experience of using wrap platforms.
The role requires an individual who is experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times. To be successful, you will have at least 2 years experience within the financial services; technical knowledge, and have gained the relevant experience noted above.
You will have experience supporting IFA\’s and be looking to progress your career. Salary to £35,000 Plus Package.
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Financial Planners Assistant employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planners Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work with IFAs. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Pensions, ISAs, and other key areas mentioned in the job description. We want you to feel confident and ready to impress!
✨Tip Number 3
Showcase your customer service skills during interviews. Share specific examples of how you've gone above and beyond for clients in your previous roles. This will highlight your attention to detail and commitment to excellence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planners Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially any roles as an administrator. We want to see how your skills match the job description, so don’t be shy about showcasing your knowledge of Pensions, ISAs, and other relevant areas.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Planners Assistant role. Mention your attention to detail and customer service skills, and how they’ve helped you in previous roles.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors. We want to see your professionalism right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of Pensions, ISAs, and Investment Bonds. Being able to discuss these topics confidently will show that you’re not just familiar with the terms but can also apply them in real scenarios.
✨Show Off Your Admin Skills
Prepare examples from your past experience where you’ve successfully managed workloads or met tight deadlines. Highlighting your project management skills will demonstrate that you can handle the demands of the role effectively.
✨Customer Service is Key
Think of specific instances where you provided excellent customer service. Be ready to explain how you handled difficult situations or went above and beyond for clients, as this will showcase your commitment to high-quality service.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to financial planning and their use of wrap platforms. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
