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- Tasks: Support Financial Advisers and manage client databases in a dynamic office environment.
- Company: Join a friendly wealth management firm in Hemel Hempstead with a focus on client service.
- Benefits: Enjoy a competitive salary, 25 days holiday, and a supportive workplace culture.
- Why this job: Great opportunity for career growth while making a real impact in clients' financial journeys.
- Qualifications: Previous experience in financial services and strong customer service skills are essential.
- Other info: Full-time role with a Monday to Friday schedule and no weekend work.
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 Hemel Hempstead. 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 for potential interview questions by practising your responses to common scenarios faced by IFA Administrators. Think about how you would handle client queries or manage administrative tasks efficiently.
✨Tip Number 4
Showcase your customer service skills during the application process. Be ready to provide examples of how you've successfully supported clients in previous roles, as this is crucial for the position.
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 Strong 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 being a team player is crucial for this position, include examples of how you've successfully collaborated with colleagues in previous roles. This will show your potential employer that you can fit into their friendly office environment.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential 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 any specific situations where you went above and beyond to assist a client.
✨Showcase Your Team Player Attitude
Emphasise your ability to work well within a team. Prepare examples of how you've collaborated with colleagues in previous roles, especially in high-pressure situations. This will align with the company's emphasis on teamwork.
✨Prepare Questions for the Interviewer
Have a few thoughtful questions ready to ask at the end of the interview. This could include inquiries about the company culture, opportunities for career progression, or specifics about the team you'll be working with. It shows your genuine interest in the position.
