IFA Private Client Support Administrator – Growth & Benefits
IFA Private Client Support Administrator – Growth & Benefits

IFA Private Client Support Administrator – Growth & Benefits

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Independent Financial Advisers with appointment booking and client queries.
  • Company: Leading financial advisory firm in the UK with a focus on growth.
  • Benefits: Annual bonus, flexible working options, and career progression opportunities.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Experience in financial advisory and strong communication skills.
  • Other info: Great environment for personal and professional development.

The predicted salary is between 36000 - 60000 £ per year.

A leading financial advisory firm in the UK is seeking a Private Client Support Administrator to provide essential support to Independent Financial Advisers. The role involves managing various tasks including appointment booking, query response, and system updates.

Applicants should have experience in a financial advisory context and possess excellent communication and organisational skills. This position offers significant career progression and a range of employee benefits, including an annual bonus and flexible working options.

IFA Private Client Support Administrator – Growth & Benefits employer: Chase de Vere

As a leading financial advisory firm in the UK, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. With a strong emphasis on career progression, we offer comprehensive training and development opportunities alongside attractive benefits such as an annual bonus and flexible working arrangements, making us an excellent employer for those seeking meaningful and rewarding careers in finance.
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Contact Detail:

Chase de Vere Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Private Client Support Administrator – Growth & Benefits

Tip Number 1

Network like a pro! Reach out to your connections in the financial advisory world. A friendly chat can lead to insider info about job openings or even a referral that could land you an interview.

Tip Number 2

Prepare for the interview by researching the company and its culture. We want to show them that you're not just a fit for the role, but also for their team. Tailor your answers to reflect their values and how you can contribute.

Tip Number 3

Practice makes perfect! Get a friend to do a mock interview with you. This will help you articulate your experience in a financial advisory context and boost your confidence when it’s time to shine.

Tip Number 4

Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit!

We think you need these skills to ace IFA Private Client Support Administrator – Growth & Benefits

Appointment Booking
Query Response
System Updates
Financial Advisory Experience
Communication Skills
Organisational Skills
Career Progression Awareness
Employee Benefits Knowledge
Flexible Working Options

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in a financial advisory context. We want to see how your skills align with the role of Private Client Support Administrator, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting Independent Financial Advisers and how your organisational skills can benefit our team. Keep it engaging and personal!

Show Off Your Communication Skills: Since this role involves responding to queries and managing appointments, we need to see your communication prowess. Use clear and concise language in your application to demonstrate your ability to convey information effectively.

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’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Chase de Vere

Know Your Financial Stuff

Make sure you brush up on your knowledge of financial advisory practices. Familiarise yourself with common terms and processes that Independent Financial Advisers use. This will not only show your interest in the role but also help you answer questions confidently.

Show Off Your Organisational Skills

Since the role involves managing appointments and queries, be ready to discuss how you stay organised. Bring examples of tools or methods you've used in the past to keep track of tasks and ensure nothing slips through the cracks.

Practice Your Communication

Excellent communication is key in this role. Prepare for the interview by practising how you would explain complex financial concepts in simple terms. You might even want to role-play with a friend to get comfortable with articulating your thoughts clearly.

Ask About Career Progression

This position offers significant career progression, so don’t hesitate to ask about growth opportunities during the interview. It shows you're serious about your future and eager to develop within the company, which can leave a positive impression.

IFA Private Client Support Administrator – Growth & Benefits
Chase de Vere
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  • IFA Private Client Support Administrator – Growth & Benefits

    Full-Time
    36000 - 60000 £ / year (est.)
  • C

    Chase de Vere

    50-100
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