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- Tasks: Provide top-notch admin support and maintain client relationships in a dynamic financial firm.
- Company: Boutique Financial Planning & Wealth Management firm in Leeds, focused on high net-worth families.
- Benefits: Competitive salary up to £40,000, flexible working, generous holiday, and profit share scheme.
- Why this job: Join a successful team and make a real difference in clients' financial journeys.
- Qualifications: 2-5 years experience in financial services and a strong client service ethic.
- Other info: Flexible working options and excellent career growth opportunities await you.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Our Clients are a boutique Financial Planning & Wealth Management firm that provides financial planning and investment management services to a select group of discerning high net-worth bespoke families based in Leeds.
Due to success require an experienced IFA Client Services Executive (IFA Administrator).
As Client Services Executive, your role will be to assist the Founding Partners and Directors by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant, and effective service.
The successful candidate needs to have proven experience working in the financial services industry, ideally 2 to 5 years’ experience, a strong ethic of client service, ability to work under pressure and prioritise work.
Provide an excellent service to clients both external and internal together with third party providers.
Develop and maintain effective relationships with clients, colleagues and third parties.
Ensure processes are followed, tasks include end to end management of account opening, on-boarding, and transfer processes, consulting with operations teams where appropriate, processing client payments and account amendments.
Arrange client meetings to support adviser.
Ensure that financial transactions are completed correctly, and files are fully FCA compliant.
Hours: To be agreed although base expectation will be 9am to 5.00pm Monday to Friday
Flexible Working: 2/3 days per week office based
Salary: TBA although up to £40,000pa
Pension: TBA although Auto enrolment to Workplace Pension in due course
Employee Benefits: 4 x DIS plus Income Replacement policy 75% of salary.
Bonus: Participate in generous Profit Share Scheme for the correct candidate
Holiday: 25 days excluding bank holiday
Please apply on-line or contact Cameron James for a full job descriptions and company information
Senior IFA Administrator employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview 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 responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your client service experience and how you've handled pressure in previous jobs. We love a good story!
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant experience you have with FCA regulations. We’re looking for someone who understands the importance of compliance in financial transactions, so don’t hold back!
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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Cameron James
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of financial planning and investment management, as well as any recent changes in regulations. This will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Showcase Your Client Service Skills
Prepare examples from your past experience where you've gone above and beyond for clients. Highlight your ability to build relationships and maintain effective communication, as this is crucial for the role. Think about specific situations where you resolved issues or improved client satisfaction.
✨Demonstrate Your Organisational Skills
Since the role involves managing multiple tasks under pressure, be ready to discuss how you prioritise your workload. Share strategies you use to stay organised, such as tools or methods that help you keep track of client accounts and ensure compliance with FCA regulations.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client service or how they measure success in the role. This shows your interest in the position and helps you determine if it's the right fit for you.
