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- Tasks: Manage client documentation and support financial planners in a dynamic environment.
- Company: Established financial planning firm in Wilmslow with a supportive team culture.
- Benefits: Training costs covered, supportive environment, and opportunities for growth.
- Why this job: Join a growing team and gain valuable experience in financial planning.
- Qualifications: Administration experience and basic knowledge of investments and pensions.
- Other info: Great opportunity for career development in the finance sector.
The predicted salary is between 30000 - 42000 £ per year.
A well-established financial planning firm in Wilmslow is looking for an IFA Administrator to join their growing team. The ideal candidate should have administration experience, preferably within a financial planning context, and a basic understanding of investments, pensions, and life assurance policies.
You will manage client documentation, process transactions, and support financial planners while ensuring the smooth operation of client communications. This role offers a supportive environment with training costs covered by the company.
IFA Administration & Client Services Specialist in Wilmslow employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administration & Client Services Specialist in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for an IFA Administration role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of investments, pensions, and life assurance policies. We want you to feel confident discussing these topics, as they’re key to impressing potential employers.
✨Tip Number 3
Showcase your admin skills! When you get the chance to chat with hiring managers, highlight your previous experience in administration, especially if it’s in a financial context. We want them to see how you can hit the ground running!
✨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 familiar faces from our community making strides in their careers!
We think you need these skills to ace IFA Administration & Client Services Specialist in Wilmslow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administration experience, especially in financial planning. We want to see how your skills match the role, so don’t be shy about showcasing your understanding of investments, pensions, and life assurance policies.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the IFA Administrator role and how your background makes you a great fit. We love seeing genuine enthusiasm for the position!
Showcase Your Communication Skills: Since you'll be managing client documentation and communications, it's crucial to demonstrate your strong communication skills. Whether it’s in your CV or cover letter, let us know how you’ve effectively communicated with clients or colleagues in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Financial Basics
Brush up on your knowledge of investments, pensions, and life assurance policies. Being able to discuss these topics confidently will show that you understand the financial planning context and can support the team effectively.
✨Showcase Your Administration Skills
Prepare examples from your previous roles where you successfully managed client documentation or processed transactions. Highlighting your organisational skills and attention to detail will demonstrate that you're ready for the responsibilities of the role.
✨Understand the Company Culture
Research the firm’s values and work environment. Being able to articulate why you want to work there and how you align with their culture will make a positive impression and show that you’re genuinely interested in joining their team.
✨Prepare Questions for Them
Think of insightful questions to ask during the interview about the team dynamics, training opportunities, or the tools they use. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
