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- Tasks: Support Financial Planners with client management and onboarding.
- Company: Join a dynamic firm focused on delivering exceptional financial services.
- Benefits: Enjoy a collaborative team environment and opportunities for professional growth.
- Why this job: Be at the heart of client relationships and contribute to a positive team culture.
- Qualifications: CII or RO part qualified with experience in financial planning and CRM systems.
- Other info: Ideal for self-starters passionate about customer service and teamwork.
The predicted salary is between 28800 - 43200 £ per year.
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time Essential attributes the successful candidate should possess: The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A strong passion for delivering excellent customer service A self-starter, wh…
IFA Sales Support Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Sales Support Administrator
✨Tip Number 1
Familiarize yourself with the financial planning environment. Understanding the basics of investment products like ISAs, Pensions, and Bonds will give you an edge in conversations and show your commitment to the role.
✨Tip Number 2
Highlight your experience with CRM systems during your interactions. Being able to demonstrate your proficiency in these tools can set you apart as a candidate who is ready to hit the ground running.
✨Tip Number 3
Showcase your ability to build relationships. Prepare examples of how you've effectively communicated with clients and colleagues in the past, as this aligns perfectly with the role's focus on customer service.
✨Tip Number 4
Be prepared to discuss your approach to teamwork and morale. Think of instances where you've positively contributed to a team's energy, as this is crucial for the collaborative environment at StudySmarter.
We think you need these skills to ace IFA Sales Support Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Sales Support Administrator position. Understand the key responsibilities and essential attributes required, such as customer service skills and experience in a financial planning environment.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the role. Emphasize your organizational abilities, customer service experience, and any qualifications like CII or RO that you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering excellent customer service and your ability to build effective relationships. Mention specific examples from your past experiences that demonstrate your suitability for the role.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your Customer-Centric Approach
Make sure to highlight your commitment to customer service during the interview. Share specific examples of how you've put clients first in previous roles, and explain how you plan to maintain that focus in this position.
✨Demonstrate Your Organizational Skills
Since the role requires strong organizational abilities, be prepared to discuss how you manage your time and prioritize tasks. You could mention tools or methods you use to stay organized, especially in a fast-paced environment.
✨Familiarize Yourself with Financial Products
Brush up on your knowledge of investment products like ISAs, Pensions, and Bonds. Being able to discuss these topics confidently will show that you are well-prepared and understand the financial planning landscape.
✨Emphasize Team Collaboration
This role values teamwork, so be ready to talk about your experiences working in teams. Share how you've contributed positively to team morale and energy, and provide examples of successful collaborations in your past roles.
