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- Tasks: Provide essential admin support to financial planners for a smooth client experience.
- Company: Highly regarded financial planning firm in Perth with a supportive culture.
- Benefits: Competitive salary, professional development support, and dedicated study leave.
- Other info: Equal opportunities employer welcoming diverse applicants.
- Why this job: Join a leading advisory business and grow your career in wealth management.
- 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.
Wealth Management IFA Administrator | Growth & Support in Perth employer: Core-Asset-Consulting
Contact Detail:
Core-Asset-Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management IFA Administrator | Growth & Support in Perth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely wants to be part of their team.
✨Tip Number 3
Practice your communication skills! Since this role involves dealing with clients and planners, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Wealth Management IFA Administrator | Growth & Support 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 wealth management and how your experience aligns with our needs. 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 the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
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 around 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 genuinely interested in the role.
✨Showcase Your Communication Skills
Since excellent verbal and written communication skills are key for this position, prepare to demonstrate these during the interview. Think of examples where you've effectively communicated with clients or colleagues, and be ready to discuss how you handle queries and provide support.
✨Time Management is Key
The ability to organise workloads and meet deadlines is crucial. Be prepared to talk about how you prioritise tasks and manage your time effectively. You could even share a specific example of a time when you successfully juggled multiple responsibilities.
✨Familiarity with Intelligent Office
If you have experience with the Intelligent Office back-office system, make sure to mention it! If not, do a bit of research beforehand. Showing that you're proactive about learning new systems can really impress the interviewers and demonstrate your commitment to the role.