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- Tasks: Support Investment Managers with admin duties and enhance client relations.
- Company: Join a well-established wealth management practice in the heart of London.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Be part of a dynamic team that values high standards and excellent client service.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn!
- Other info: Great opportunity for high school and college students looking to kickstart their career.
The predicted salary is between 30000 - 33000 £ per year.
Location – Putney Salary – £30,000-£33,000 Role – IFA Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration. Responsibilities; Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls Acting as a key contact point for all internal and external administrative queries Provide email, diary administration; communication support including pre and post meeting preparation and actions Track all client documentation and data entry ensuring client records are maintained, accurate and in good order Ensure all administration follows Wealth Managements regulatory and procedural processes Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s V…
IFA Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the wealth management industry and the specific services offered by our firm. Understanding the nuances of client relations and administration in this sector will help you stand out during the interview.
✨Tip Number 2
Highlight your communication skills and any experience you have in client-facing roles. Being able to demonstrate your ability to foster excellent client relations is crucial for this position.
✨Tip Number 3
Prepare examples of how you've successfully managed administrative tasks in previous roles. Showcasing your organizational skills and attention to detail will be key in proving your fit for the IFA Administrator role.
✨Tip Number 4
Research common regulatory processes in wealth management. Being knowledgeable about compliance and procedural standards will demonstrate your commitment to maintaining high-quality administration support.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Highlight key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to reflect relevant experience in administration, client relations, and support roles. Use specific examples that demonstrate your ability to handle tasks like client communications and documentation management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the wealth management industry and how you can contribute to enhancing client experiences.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an administrative role.
How to prepare for a job interview at Blakemore Recruitment
✨Understand the Role
Make sure you have a clear understanding of the IFA Administrator role and its responsibilities. Familiarize yourself with the tasks mentioned in the job description, such as client communications and administration support, so you can discuss how your skills align with these needs.
✨Showcase Your Communication Skills
Since the role emphasizes excellent client relations and communication, prepare examples from your past experiences where you successfully managed client interactions or resolved queries. This will demonstrate your ability to foster strong relationships.
✨Be Ready for Administrative Scenarios
Expect questions that assess your administrative skills. Prepare to discuss your experience with tasks like e-filing, diary management, and handling documentation. You might even be asked to solve a hypothetical administrative problem during the interview.
✨Highlight Team Collaboration
The job requires working closely with Investment Managers and Wealth Planners. Be prepared to talk about your experience in team settings, how you contribute to a positive team ethos, and any projects you've worked on that required collaboration.
