At a Glance
- Tasks: Be the friendly face of our firm, supporting clients and managing administrative tasks.
- Company: A growing wealth management firm with a modern office and supportive culture.
- Benefits: Competitive salary, flexible working hours, and opportunities for career growth.
- Other info: Enjoy a newly designed office and hybrid working options after probation.
- Why this job: Join a dynamic team and make a real difference in client interactions.
- Qualifications: People-focused, organised, and eager to learn in a collaborative environment.
The predicted salary is between 28000 - 32000 £ per year.
Location: 2 Yarm Rd, Stockton-on-Tees, County Durham
Job Ref: 90433
Employment Type: Permanent
Salary: £28,000-£32,000 per annum
About the role
A growing wealth management firm in Stockton-on-Tees is looking for a confident, people-focused Client Associate to join their newly refurbished, modern open-plan office. This is an excellent opportunity for someone who enjoys client interaction, thrives in a team environment, and wants to build a long-term career in administrative and client support.
Key responsibilities
- Act as the first point of contact via phone and front-of-house reception
- Greeting clients and preparing meeting rooms
- Support client dealing and processing tasks
- Complete a range of administrative duties
- Work closely with advisers and support teams
What we’re looking for
- A natural people person who enjoys client‑facing work
- A person who works well in a collaborative, team‑driven environment
- Strong organisational skills and attention to detail
- Previous experience in administrative or client support roles
- A desire to grow and develop within a supportive business
Why join
- The team is expanding due to growth and increased workload
- Opportunity to start quickly
- A modern, newly designed office environment
- A supportive culture that values hard work and flexibility
Working pattern
- Full‑time office‑based during probation
- Hybrid working available after probation (2 days from home)
- Standard hours: 9am-5pm
- Flexible start/finish times available
IFA Administrator in Yarm employer: Eden Rose
Join a dynamic wealth management firm in Stockton-on-Tees, where you will thrive in a modern, open-plan office that fosters collaboration and client engagement. With a supportive culture that prioritises employee growth and flexibility, this role offers the chance to develop your career in a rewarding environment, complete with hybrid working options after probation. Be part of a team that values hard work and provides opportunities for advancement as the company continues to expand.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Yarm
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your people skills! Since this role is all about client interaction, think of examples from your past experiences where you've successfully engaged with clients or worked in a team. We want to see that you can shine in a collaborative environment.
✨Tip Number 3
Dress to impress! First impressions matter, especially in a client-facing role. Make sure you look professional and approachable when you walk through that door. It sets the tone for the rest of your interaction.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the position. Plus, it keeps you on their radar as they make their decision. Don't forget to apply through our website for the best chance!
We think you need these skills to ace IFA Administrator in Yarm
Some tips for your application 🫡
Show Your People Skills:Since this role is all about client interaction, make sure to highlight your people skills in your application. Share examples of how you've successfully engaged with clients or worked in a team environment.
Tailor Your CV:Don’t just send out the same CV for every job. Tailor it to reflect the key responsibilities and skills mentioned in the job description. We want to see how your experience aligns with what we’re looking for!
Be Organised:Attention to detail is crucial for this role. When writing your application, ensure it's well-structured and free from errors. A neat and organised application reflects your ability to handle administrative tasks 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 don’t miss any important updates about the hiring process!
How to prepare for a job interview at Eden Rose
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of an IFA Administrator. Familiarise yourself with client interaction, administrative tasks, and how you can support advisers. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your People Skills
Since this role is all about client interaction, be prepared to demonstrate your people skills. Think of examples from your past experiences where you've successfully engaged with clients or worked in a team. This will highlight your ability to thrive in a collaborative environment.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows that you're not just interested in the job, but also in how you can fit into their supportive culture.
✨Dress for Success
Even though the office is modern and open-plan, it's important to dress professionally for your interview. A smart appearance can make a great first impression and reflect your seriousness about the position. Aim for business casual to strike the right balance.
