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For Companies At a Glance
- Tasks: Support financial advisers and enhance client experiences in a dynamic role.
- Company: Join a boutique financial planning practice with a strong reputation.
- Benefits: Stable environment, growth opportunities, and a supportive team culture.
- Why this job: Be part of a collaborative team that values high-quality service and client relationships.
- Qualifications: Experience in financial planning and familiarity with IO, Abrdn & AJ Bell platforms preferred.
- Other info: Enjoy a relaxed yet professional atmosphere with a focus on clear communication.
The predicted salary is between 36000 - 60000 £ per year.
This role is ideal for an IFA Administrator with experience in a financial planning environment who enjoys being involved in every part of the advice process. If you’re looking for a stable, supportive firm where you can grow, develop and take on more responsibility over time, this is the right move. You’ll join a business that values high-quality service, collaboration and long-term client relationships, giving you a clear path to progress and the opportunity to become a key member of a well-respected financial planning team. Experience with IO, Abrdn & AJ Bell platforms experience desirable.
The Business
You’ll be joining a well-established, boutique financial planning practice with a history of delivering high-quality independent advice to a loyal client base. The firm has grown steadily over the years, with advisers, paraplanners and support staff working closely together in a relaxed, friendly and professional environment. They primarily support high-net-worth clients and place a strong focus on clear communication, client care and doing things right.
The Role
Your role will be varied and hands-on. You’ll work closely with advisers to ensure clients receive a seamless service.
IFA Administrator in Bath employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on a great opportunity!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their approach to client care and communication. Be ready to discuss how your experience aligns with their values and how you can contribute to their high-quality service.
✨Tip Number 3
Showcase your skills! If you've got experience with IO, Abrdn, or AJ Bell platforms, make sure to highlight that during conversations. It’s all about demonstrating how you can hit the ground running in this hands-on role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can give you a better chance of standing out in the crowd.
We think you need these skills to ace IFA Administrator in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the IFA Administrator role. Highlight your experience in financial planning and any relevant platforms like IO, Abrdn, and AJ Bell to catch our eye!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you’re excited about joining our team and how your background aligns with our values of high-quality service and collaboration. Keep it friendly and professional!
Showcase Your Communication Skills: Since we value clear communication, make sure your application is well-structured and easy to read. Use concise language and avoid jargon to demonstrate your ability to communicate effectively with clients.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Finlink Ltd
✨Know Your Platforms
Make sure you brush up on your knowledge of IO, Abrdn, and AJ Bell platforms. Being able to discuss your experience with these tools will show that you're not just familiar with the financial planning environment but also ready to hit the ground running.
✨Showcase Your Client Care Skills
Since the firm values high-quality service and client relationships, prepare examples of how you've provided excellent client care in the past. Think about specific situations where you went above and beyond to meet a client's needs.
✨Emphasise Team Collaboration
This role involves working closely with advisers and other team members. Be ready to talk about your experiences in collaborative environments and how you contribute to a positive team dynamic. Highlight any instances where teamwork led to successful outcomes.
✨Express Your Growth Mindset
The firm is looking for someone who wants to grow and take on more responsibility. Share your career aspirations and how you see yourself evolving within the company. This shows that you're not just looking for a job, but a long-term career path.
