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For Companies At a Glance
- Tasks: Support financial advisors and engage with clients while managing administrative tasks.
- Company: A growing financial advisory firm in Maidenhead with a supportive culture.
- Benefits: Competitive salary, hybrid work options, structured training, and career progression.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship.
- Qualifications: Strong communication skills and a passion for finance.
- Other info: Clear path to paraplanning with excellent growth opportunities.
The predicted salary is between 30000 - 40000 £ per year.
A growing financial advisory firm in Maidenhead seeks an IFA Administrator to support financial advisors and engage with clients. This full-time role offers an office-based environment with the potential for hybrid work after probation. Candidates will enjoy a blend of client contact and administration, with clear opportunities for career progression into paraplanning. The firm provides structured training and mentoring to help develop skills in the financial planning industry. Salary ranges between £30,000 and £40,000, depending on experience.
IFA Administrator — Path to Paraplanning (Hybrid, Maidenhead) in Thatcham employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator — Path to Paraplanning (Hybrid, Maidenhead) in Thatcham
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by researching the company and its values. Show us that you’re genuinely interested in their mission and how you can contribute to their growth.
✨Tip Number 3
Practice common interview questions with a friend or in front of the mirror. Confidence is key, so let’s make sure you’re ready to shine when it’s your turn to impress!
✨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 show that you’re keen on the role. Plus, it’s just good manners!
We think you need these skills to ace IFA Administrator — Path to Paraplanning (Hybrid, Maidenhead) in Thatcham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience you have in financial services, client engagement, or administration. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how you can contribute to our team. Be genuine and let your personality come through – we love seeing the real you!
Showcase Your Communication Skills: As an IFA Administrator, communication is key. In your application, demonstrate your ability to engage with clients and support advisors effectively. Use clear and concise language to show us you can communicate well in writing.
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and services. Familiarise yourself with terms like 'paraplanning' and 'financial advisory'. This will show that you're genuinely interested in the role and ready to support the advisors effectively.
✨Showcase Your Client Engagement Skills
Prepare examples of how you've successfully interacted with clients in the past. Whether it's resolving issues or providing information, demonstrating your communication skills will be key in this role where client contact is essential.
✨Highlight Your Organisational Skills
As an IFA Administrator, you'll need to juggle various tasks. Bring up specific instances where you've managed multiple responsibilities efficiently. This will reassure them that you can handle the administrative side of the job while supporting financial advisors.
✨Ask About Training and Progression
Since the firm offers structured training and mentoring, don't hesitate to ask about these opportunities during the interview. It shows that you're keen on developing your skills and progressing into paraplanning, which aligns perfectly with what they're looking for.
