Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide top-notch admin support and manage client queries in a dynamic financial environment.
- Company: Join a leading national IFA brand in Molesey with a strong reputation.
- Benefits: Enjoy generous holiday, life assurance, and pension contributions.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in a Financial Planning firm with strong communication and IT skills.
- Other info: Be part of a supportive team with opportunities for growth.
The predicted salary is between 30000 - 42000 £ per year.
A national IFA brand in Molesey is seeking a Financial Administrator to provide high-quality administrative support. The role involves managing client queries, processing new business, and ensuring accurate client records.
Candidates should have experience in a Financial Planning firm and possess excellent communication, organizational, and IT skills.
The position offers a range of benefits including generous holiday, life assurance, and pension contributions.
Wealth Management IFA Admin Specialist employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management IFA Admin Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨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 success.
✨Tip Number 3
Practice your communication skills! Since this role involves managing client queries, being articulate and confident in your responses is key. Consider mock interviews with friends or family to sharpen your delivery.
✨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 engage directly with us.
We think you need these skills to ace Wealth Management IFA Admin Specialist
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 match the role, 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 the Wealth Management IFA Admin Specialist role. We love seeing your personality come through, so let us know what excites you about this opportunity.
Show Off Your Communication Skills: Since the role involves managing client queries, make sure your written application reflects your excellent communication skills. We appreciate clarity and professionalism, so keep it concise and engaging!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
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 the specific processes involved in managing client queries. Familiarise yourself with common terminology and practices in the wealth management sector, as this will show your potential employer that you're serious about the role.
✨Show Off Your Organisational Skills
Since the job requires excellent organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in client records.
✨Communicate Clearly
Strong communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experience and how it relates to the position.
✨Tech Savvy is a Must
As the role involves IT skills, be prepared to discuss your proficiency with relevant software and tools. If you have experience with specific financial planning software, make sure to highlight that. It’s also a good idea to mention any tech-related achievements that demonstrate your ability to adapt and learn quickly.
