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- Tasks: Provide top-notch admin support and manage client queries about pensions and investments.
- Company: Leading financial services provider with a strong reputation.
- Benefits: 25 days holiday, life assurance, pension contributions, and a competitive salary.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in a Financial Planning firm and strong IT skills required.
- Other info: Professional environment with opportunities for growth and development.
The predicted salary is between 19200 - 28800 £ per year.
A leading financial services provider has a fantastic opportunity for a Financial Administrator in Ashbourne. The role involves providing high-quality administrative support, managing client queries regarding pensions and investments, and ensuring compliance in financial planning processes.
Candidates should have experience in a Financial Planning firm, strong IT skills, and a professional demeanor.
Benefits include:
- 25 days holiday
- Life assurance
- Pension contributions
Competitive salary offered at £32,000 annually.
IFA Administrator - Wealth Management Client Services employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Wealth Management Client Services
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. Make sure you can confidently discuss compliance in financial planning processes, as this will show you’re ready to hit the ground running.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your professionalism.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator role. We make it easy for you to showcase your skills and experience directly to the hiring team!
We think you need these skills to ace IFA Administrator - Wealth Management Client Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and administration. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background makes you a perfect fit for our team. Keep it professional but let your personality come through!
Showcase Your IT Skills: Since strong IT skills are a must, mention any specific software or tools you’ve used in previous roles. We love candidates who can hit the ground running, so highlight your tech-savviness!
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!
How to prepare for a job interview at Bond Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with common client queries and compliance processes in financial planning. This will show that you're not just a candidate, but someone who understands the industry.
✨Show Off Your IT Skills
Since strong IT skills are a must for this role, be prepared to discuss the software and tools you've used in previous positions. If you have experience with specific financial software, mention it! We want to see how tech-savvy you are.
✨Professional Demeanour is Key
Dress smartly and maintain a professional attitude throughout the interview. Remember, you're applying for a role in wealth management, so your demeanour should reflect the professionalism expected in the industry.
✨Prepare Questions to Ask
Have a few thoughtful questions ready to ask the interviewer about the company culture, team dynamics, or growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
