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- Tasks: Support financial planners by preparing reports, managing databases, and handling client queries.
- Company: Join a leading chartered practice known for exceptional financial planning advice.
- Benefits: Enjoy competitive salary, bonuses, and ongoing training opportunities.
- Why this job: Be part of a high-performing team with a focus on personal and technical development.
- Qualifications: Experience in financial planning support is essential; progress towards exams is a plus.
- Other info: Ideal for those looking to grow within a supportive and dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
My client is a leading chartered practice that offers true financial planning advice to a diverse range of clients. Due to increasing demands they require an experienced financial planning administrator to join their highly performing and well regarded team.
You will be providing support to the team of financial planners, mainly to private clients. You will help prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider’s websites, attaining policy information from providers etc.
To be considered you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and be highly organised. You will be committed to personal development and the development of your technical skills.
Excellent systems/ IT knowledge is important and experience with various platforms. Suitable candidates will currently be working within a financial planning team, providing support to advisers in similar duties – ideally within an IFA practice. Progress towards exams is desirable but not essential.
In return you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you and continual training will be provided along with internal support from colleagues.
To be considered, please upload your CV ASAP or contact Alison Curran to discuss in more
To be considered you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and be highly organised. You will be committed to personal development and the development of your technical skills.
Excellent systems/ IT knowledge is important and experience with various platforms. Suitable candidates will currently be working within a financial planning team, providing support to advisers in similar duties – ideally within an IFA practice. Progress towards exams is desirable but not essential.
In return you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you and continual training will be provided along with internal support from colleagues.
To be considered, please upload your CV ASAP or contact Alison Curran to discuss in more
IFA administrator, Senior sales support employer: Eden Scott Ltd
Contact Detail:
Eden Scott Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA administrator, Senior sales support
✨Tip Number 1
Familiarize yourself with the latest financial planning software and tools. Being proficient in these systems will not only boost your confidence but also demonstrate your technical skills to the hiring team.
✨Tip Number 2
Network with professionals currently working in IFA practices. Engaging with them can provide you with insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Stay updated on market trends and compliance requirements in financial planning. This knowledge will help you stand out during discussions and show your commitment to the field.
✨Tip Number 4
Prepare to discuss your time management strategies and how you prioritize tasks. This is crucial for the role, and demonstrating your organizational skills can set you apart from other candidates.
We think you need these skills to ace IFA administrator, Senior sales support
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of an IFA administrator and senior sales support. Highlight your experience in financial planning and how it aligns with the job requirements.
Tailor Your CV: Customize your CV to emphasize your relevant experience in financial planning, particularly any roles where you've supported advisers or worked within an IFA practice. Include specific examples of your achievements.
Highlight Technical Skills: Since excellent systems and IT knowledge is crucial, make sure to list the platforms and software you are proficient in. Mention any experience with financial provider websites and data management.
Show Commitment to Development: Express your commitment to personal and professional development in your cover letter. Mention any progress towards exams or training you've undertaken that relates to financial planning.
How to prepare for a job interview at Eden Scott Ltd
✨Show Your Understanding of Financial Planning
Make sure to demonstrate your knowledge of financial planning and compliance requirements during the interview. Be prepared to discuss how you have applied this understanding in your previous roles, especially in an IFA practice.
✨Highlight Your Organizational Skills
Since the role requires effective time management and organization, share specific examples of how you've successfully managed multiple tasks or projects in the past. This will show that you can maximize profitability and handle the demands of the position.
✨Emphasize Your Technical Proficiency
Discuss your experience with various systems and platforms relevant to financial planning. Highlight any specific software you are familiar with and how it has helped you in your previous roles, as excellent IT knowledge is crucial for this position.
✨Express Commitment to Personal Development
Convey your dedication to personal and professional growth. Talk about any ongoing training, certifications, or exams you are pursuing, even if they are not essential for the role. This shows that you are proactive and eager to improve your skills.
