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- Tasks: Support financial advisers and paraplanners by managing client records and preparing materials.
- Company: Dynamic financial services firm based in Guildford.
- Benefits: Competitive salary of £36,000 to £42,000 based on experience.
- Why this job: Join a team where your expertise in finance can truly shine and make a difference.
- Qualifications: Over five years of IFA administration experience and working towards Level 4 Diploma in Financial Planning.
- Other info: Strong knowledge in pensions, investments, and financial-planning platforms is essential.
The predicted salary is between 36000 - 42000 £ per year.
A financial services firm based in Guildford is seeking a Senior IFA Administrator to support financial advisers and paraplanners. This role involves managing client records, preparing materials, and ensuring the accuracy of data.
The ideal candidate will have over five years of IFA administration experience and must be working toward a Level 4 Diploma in Financial Planning. Strong expertise in pensions, investments, and financial-planning platforms is essential.
The salary is between £36,000 and £42,000 depending on experience.
Senior IFA Admin & Paraplanning Liaison in London employer: Faith Recruitment
Contact Detail:
Faith Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Admin & Paraplanning Liaison in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work with IFAs. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. We all know how crucial these areas are for the role, so being able to discuss them confidently will set you apart from the competition.
✨Tip Number 3
Showcase your experience! When you get the chance to meet potential employers, highlight your five-plus years in IFA administration. Use specific examples to demonstrate how you've managed client records and supported advisers effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior IFA Admin & Paraplanning Liaison in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IFA administration and any relevant qualifications. We want to see how your skills match the role, so don’t be shy about showcasing your expertise in pensions and investments!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior IFA Admin role. Share specific examples of your past work that demonstrate your ability to support financial advisers and paraplanners.
Showcase Your Qualifications: Since we’re looking for someone working towards a Level 4 Diploma in Financial Planning, make sure to mention this in your application. It shows us you’re committed to your professional development and ready to take on new challenges!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at StudySmarter!
How to prepare for a job interview at Faith Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial-planning platforms. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show them that you’re serious about the role.
✨Showcase Your Experience
With over five years of IFA administration experience, you’ll want to highlight your relevant achievements. Prepare examples of how you've successfully managed client records or supported advisers in the past. This will help demonstrate your capability for the Senior IFA Admin role.
✨Prepare Questions
Interviews are a two-way street! Think of insightful questions to ask about the firm’s approach to financial planning and how they support their staff. This shows your interest in the company and helps you gauge if it’s the right fit for you.
✨Dress the Part
First impressions matter, especially in the financial services sector. Dress professionally to convey your seriousness about the position. A smart outfit can boost your confidence and set a positive tone for the interview.
