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- Tasks: Provide essential administrative support to financial planners and enhance client experiences.
- Company: Highly regarded financial planning firm in Perth with a supportive culture.
- Benefits: Competitive salary, professional development support, and dedicated study leave for exams.
- Other info: Equal opportunities employer welcoming applications from all backgrounds.
- Why this job: Join a leading advisory business and grow your career in a dynamic environment.
- Qualifications: Circa two years' experience in financial services and effective time management skills.
The predicted salary is between 30000 - 40000 £ per year.
We’re delighted to be recruiting for a talented IFA Administrator to join a highly regarded financial planning firm based in Perth. In this role, you’ll provide essential day‑time administrative support, working closely with the financial planners to ensure a smooth, efficient client experience. The firm is committed to your professional development - you’ll receive support for your exams, along with dedicated study leave. With a strong career progression pathway and an excellent working culture, this is a great opportunity to grow and thrive within a leading advisory business.
Skills/Experience:
- Circa two year’s financial services experience in a similar role.
- Experience working within wealth management.
- Effective time management skills – ability to organise workloads and work to deadlines.
- Excellent verbal and written communication skills.
- Knowledge of Intelligent Office back‑office system would be beneficial.
Core Responsibilities:
- Supporting the Financial Advisers.
- Preparing annual review packs.
- Processing new business and withdrawals.
- Dealing with client & planner queries.
A highly competitive salary.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
IFA Administrator in Perth employer: Core-Asset-Consulting
Contact Detail:
Core-Asset-Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Perth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. When you know what they stand for, you can tailor your responses to show how you fit right in. Plus, it’ll help you ask insightful questions!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you rehearse, the more confident you'll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that IFA Administrator role. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace IFA Administrator in Perth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your financial services experience 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 passionate about the role and how your background makes you a perfect fit. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since excellent verbal and written communication skills are key for this role, make sure your application reflects that. Use clear language and check for any typos or errors – we appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application gets to the right place. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Core-Asset-Consulting
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially anything related to wealth management. Familiarise yourself with common terms and processes, as well as the specific responsibilities of an IFA Administrator. This will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Communication Skills
Since excellent verbal and written communication skills are key for this position, prepare examples of how you've effectively communicated in previous roles. Think about times when you dealt with client queries or collaborated with colleagues, and be ready to share those stories during the interview.
✨Time Management is Key
The ability to organise workloads and meet deadlines is crucial for an IFA Administrator. Be prepared to discuss how you prioritise tasks and manage your time effectively. You might even want to bring a few examples of how you've successfully juggled multiple responsibilities in the past.
✨Familiarise Yourself with Intelligent Office
If you have experience with the Intelligent Office back-office system, make sure to highlight it. If not, do a bit of research beforehand to understand its functionalities. Showing that you're proactive about learning new systems can really impress the interviewers and demonstrate your commitment to the role.