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- Tasks: Support clients and manage office tasks in a dynamic financial environment.
- Company: National IFA brand known for its commitment to client service.
- Benefits: Enjoy 25 days of holiday and exciting employee perks.
- Why this job: Join a dedicated team and make a real difference in client experiences.
- Qualifications: Experience in Financial Planning and strong communication skills required.
- Other info: Ideal for those with IT proficiency and a positive, adaptable attitude.
The predicted salary is between 28800 - 43200 £ per year.
A national IFA brand in Stokenchurch is seeking a Financial Administrator to provide essential support through client correspondence and office management. This role requires prior experience in a Financial Planning firm and excellent communication and organizational skills.
Key benefits include 25 days of holiday and various employee perks. Ideal candidates will have strong IT proficiency and a positive, adaptable attitude. Join a team committed to delivering first-class service for clients.
IFA Admin & Client Services Specialist in Stokenchurch employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin & Client Services Specialist in Stokenchurch
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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 researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their first-class service.
✨Tip Number 3
Practice your communication skills! Since this role involves client correspondence, being able to articulate your thoughts clearly and confidently will set you apart. Consider mock interviews with friends or family to sharpen those skills.
✨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 candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Admin & Client Services Specialist in Stokenchurch
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in a Financial Planning firm. We want to see how your skills align with the role of IFA Admin & Client Services Specialist, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of your communication and organisational skills that will help us deliver first-class service to our clients.
Show Off Your IT Skills: Since strong IT proficiency is key for this role, make sure to mention any relevant software or tools you’re familiar with. We love tech-savvy candidates who can hit the ground running!
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 financial administration and client services. Familiarise yourself with common terms and processes in the financial planning sector, as this will show your potential employer that you’re not just a good communicator but also someone who understands the industry.
✨Show Off Your Organisational Skills
Prepare examples of how you've successfully managed multiple tasks or projects in previous roles. This could be anything from handling client correspondence to managing office supplies. Being able to demonstrate your organisational prowess will be key in this role.
✨Practice Your Communication
Since excellent communication is crucial for this position, consider doing mock interviews with a friend or family member. Focus on articulating your thoughts clearly and confidently, especially when discussing your past experiences in financial planning firms.
✨Embrace Adaptability
Be ready to discuss times when you’ve had to adapt to changes in the workplace. Whether it’s a shift in client needs or new software, showing that you can handle change positively will resonate well with the interviewers, as they value a flexible attitude.
