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- Tasks: Support Paraplanners and Financial Advisers with administration and client communication.
- Company: Dynamic financial planning practice based in Guildford.
- Benefits: Competitive salary of £36,000 to £42,000 based on experience.
- Why this job: Join a busy environment and make a real difference in client support.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Fully office-based role with opportunities for professional growth.
The predicted salary is between 36000 - 42000 £ per year.
A financial planning practice in Guildford is seeking a Senior IFA Administrator. This fully office-based role involves supporting Paraplanners and Financial Advisers with administration, client communication, and maintaining records.
The ideal candidate will possess experience in a financial services setting and thrive in a busy environment.
Competitive salary ranging from £36,000 to £42,000 based on experience.
Senior IFA Administrator: Paraplanning & Client Support in Guildford employer: DG Partnership Ltd
Contact Detail:
DG Partnership Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator: Paraplanning & Client Support in Guildford
✨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 those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s time to shine.
✨Tip Number 3
Showcase your skills! If you’ve got experience in paraplanning or client support, make sure to highlight specific examples during your conversations. This will demonstrate your value and how you can contribute to the team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior IFA Administrator role. Plus, applying directly shows your enthusiasm and commitment to joining the team.
We think you need these skills to ace Senior IFA Administrator: Paraplanning & Client Support in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services. We want to see how you've supported Paraplanners and Financial Advisers in the past, so don’t hold back on those details!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re the perfect fit for the Senior IFA Administrator role and how you thrive in busy environments. Keep it engaging and personal.
Showcase Your Communication Skills: Since client communication is key in this role, make sure to demonstrate your strong communication skills in your application. Use clear and concise language to show us you can handle client interactions smoothly.
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 from us!
How to prepare for a job interview at DG Partnership Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of paraplanning and client support, as well as any relevant regulations. This will show that you're not just familiar with the role but also genuinely interested in the industry.
✨Showcase Your Organisational Skills
Since this role involves a lot of administration, be ready to discuss how you manage your time and keep records organised. Prepare examples from your past experience where your organisational skills made a difference, especially in busy environments.
✨Communicate Clearly
Client communication is key in this role, so practice articulating your thoughts clearly and concisely. You might even want to prepare a few scenarios where you've successfully communicated complex information to clients or colleagues.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the company and the role. Consider asking about the team dynamics, the tools they use for client management, or how they measure success in the position.
