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- Tasks: Join our team as an IFA Administrator, managing client communications and administrative workflows.
- Company: We're a dynamic Wealth Management and Financial Planning firm dedicated to client success.
- Benefits: Enjoy a competitive salary, 25 days holiday, flexible benefits, and free parking.
- Why this job: Kickstart your career in financial services with full training and a supportive team culture.
- Qualifications: No prior experience needed; just bring your enthusiasm and communication skills!
- Other info: Office-based during training, with potential for occasional remote work after probation.
The predicted salary is between 20000 - 24000 £ per year.
We are proudly assisting our a Wealth Management and Financial Planning client look for their next IFA Administrator to join their growing business.
This is a busy role, involving contact with clients and providers so the successful candidate must be a good communicator and work well within a team.
Previous experience of working in an IFA/Wealth Management environment would be preferable, although we will also consider someone without FS experience who is keen to start a career in financial services and full training will be given.
Accountabilities:
A typical package offered for an administration role would be:
Salary £25-28K (with previous FS experience) £20K-£24K (without previous FS experience)
25 days holiday per annum
Death in Service Scheme
Auto enrolment pension scheme
Flexible Benefits Package
Free parking at the office
The role is office based whilst in training and within probationary period, with the possibility of occasional WFH once both are successfully completed.
If you are interested, please get in touch.
IFA Administrator - Gomshall employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Gomshall
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management and IFA roles. Understanding the basics will help you engage in meaningful conversations during interviews and demonstrate your enthusiasm for the field.
✨Tip Number 2
Network with professionals already working in the financial services sector. Attend local events or join online forums to connect with people who can provide insights and potentially refer you to opportunities within their organisations.
✨Tip Number 3
Brush up on your communication skills, as this role requires regular interaction with clients and providers. Practising clear and concise communication can set you apart from other candidates and show that you're ready for a client-facing position.
✨Tip Number 4
Research the specific tools and software mentioned in the job description, like Intelliflo Office and Virtual Cabinet. Familiarity with these systems can give you an edge and demonstrate your proactive approach to learning.
We think you need these skills to ace IFA Administrator - Gomshall
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience, especially in administration or customer service roles. If you lack direct experience in financial services, emphasise transferable skills such as communication and teamwork.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the financial services industry. Mention why you're interested in becoming an IFA Administrator and how your skills align with the job requirements.
Highlight Communication Skills: Since the role involves liaising with clients and providers, be sure to mention any previous experiences where you've demonstrated strong communication skills, whether in a professional or personal context.
Show Willingness to Learn: If you don't have prior experience in financial services, express your eagerness to learn and grow within the industry. Mention any relevant training or courses you are willing to undertake to enhance your skills.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your Communication Skills
As the role involves a lot of client interaction, it's crucial to demonstrate your communication skills during the interview. Be clear and concise in your answers, and don't hesitate to ask questions if you need clarification.
✨Familiarise Yourself with Financial Services
Even if you don't have prior experience in financial services, showing that you've done your homework can set you apart. Brush up on basic financial concepts and the role of an IFA Administrator to show your enthusiasm for the industry.
✨Highlight Teamwork Experience
Since the job requires working well within a team, be prepared to discuss your previous experiences in collaborative environments. Share specific examples of how you've contributed to team success in past roles.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows your interest in the role and the company. Ask about the training process, team dynamics, or what success looks like in this position to engage the interviewer and demonstrate your eagerness to learn.
