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- Tasks: Support Financial Advisers and manage client databases in a friendly office.
- Company: Join a welcoming team in Milton Keynes focused on wealth management.
- Benefits: Enjoy a competitive salary, 25 days holiday, and a supportive work environment.
- Why this job: Great career progression and a chance to make a real impact in financial services.
- Qualifications: Previous experience in financial services and strong customer service skills required.
- Other info: Full-time role with a Monday to Friday schedule and no weekends.
The predicted salary is between 28000 - 42000 £ per year.
We are seeking an experienced IFA / Wealth Management Administrator to join our client at their friendly office in Milton Keynes. A background in Financial Services is desirable. You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients. This is an office-based position and provides excellent career progression.
Duties include:
- Act as point of contact for all clients and providers
- Maintaining client database, updating accurately
- Assist with processing of new business and review packs
- Other administration duties as required
You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice. Previous experience in a similar role is required.
In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment with excellent career development prospects.
Job Type: Full-time, Permanent
Pay: Up to £35,000.00 per year
Additional pay: Bonus scheme
Benefits: Company events, Company pension, Life insurance, Private medical insurance
Schedule: Day shift, Monday to Friday, No weekends
Work Location: In person
IFA Administrator employer: Carlton Mays
Contact Detail:
Carlton Mays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the financial services sector. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the industry.
✨Tip Number 2
Network with professionals in the financial services field, especially those who work as IFA Administrators or in similar roles. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided excellent customer service in previous roles. Highlighting your experience in maintaining client databases and processing new business will show you're ready for the responsibilities of this position.
✨Tip Number 4
Research our company culture at StudySmarter and be ready to explain why you would be a great fit. Understanding our values and how they align with your own can give you an edge in the interview process.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administration. Emphasise any previous roles where you supported financial advisers or managed client databases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your customer service skills and commitment to providing outstanding advice. Mention specific examples from your past experience that demonstrate your ability to excel in this role.
Highlight Teamwork Skills: Since the job requires being a team player, include examples of how you've successfully collaborated with colleagues in previous positions. This will show that you can fit into their friendly office environment.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in an administrative role.
How to prepare for a job interview at Carlton Mays
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and wealth management. Be prepared to discuss industry trends, regulations, and how they impact client advice. This will show your potential employer that you are serious about the role.
✨Demonstrate Your Customer Service Skills
Since this role involves acting as a point of contact for clients, be ready to share examples of how you've provided excellent customer service in the past. Highlight your ability to handle queries and resolve issues effectively.
✨Showcase Your Team Player Attitude
Emphasise your experience working in a team environment. Discuss how you’ve collaborated with colleagues to achieve common goals, especially in previous administrative roles. This is crucial for supporting financial advisers effectively.
✨Prepare Questions for the Interviewer
Have a few thoughtful questions ready to ask the interviewer about the company culture, career progression opportunities, and the specific challenges faced by the team. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
