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For Companies At a Glance
- Tasks: Support clients with pensions and investments while managing their queries and records.
- Company: A national firm of independent financial advisers with a supportive culture.
- Benefits: Dynamic work environment with opportunities for growth and development.
- Why this job: Be the go-to person for clients and make a real difference in their financial journey.
- Qualifications: Strong communication skills and experience in financial advice preferred.
- Other info: Join a team that values collaboration and client satisfaction.
The predicted salary is between 28800 - 48000 £ per year.
A national firm of independent financial advisers is seeking an IFA Administrator for their Worthing offices. The successful candidate will be the point of contact for client queries regarding pensions and investments, providing comprehensive administrative support.
Key responsibilities include:
- Managing client requests
- Maintaining client records
- Complying with regulatory standards
Candidates should have outstanding communication skills and experience in a financial advice environment is preferred. This role offers a dynamic and supportive work environment.
IFA Administrator - Client & Pensions Support Pro in Worthing employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Client & Pensions Support Pro in Worthing
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice world. Let them know you're on the hunt for an IFA Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research common questions for IFA Administrator roles and practice your answers. We want you to shine when discussing your experience with client queries and regulatory standards.
✨Tip Number 3
Show off your communication skills! During interviews, be clear and concise when explaining your past experiences. Remember, this role is all about being the go-to person for client queries, so let your personality shine through!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Don’t miss out on this opportunity!
We think you need these skills to ace IFA Administrator - Client & Pensions Support Pro in Worthing
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advice and administration. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!
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 IFA Administrator role. We love seeing enthusiasm and a clear understanding of what we do.
Show Off Your Communication Skills: Since this role involves client queries, make sure your written application reflects your outstanding communication skills. Keep it clear, concise, and professional – we’re all about effective communication!
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’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with common client queries and regulatory standards. This will not only show your expertise but also your enthusiasm for the role.
✨Show Off Your Communication Skills
Since outstanding communication is key for this position, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your responses and ensure you come across as approachable and professional.
✨Demonstrate Your Organisational Skills
As an IFA Administrator, you'll need to manage client requests and maintain records efficiently. Prepare examples from your past experience where you've successfully handled multiple tasks or improved processes. This will highlight your ability to thrive in a dynamic environment.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the firm's approach to client support, or how they ensure compliance with regulations. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
