At a Glance
- Tasks: Lead a team and support advisers in managing client accounts and improving processes.
- Company: Award-winning financial planning practice dedicated to exceptional client experiences.
- Benefits: Competitive salary, professional development, and a positive work environment.
- Other info: Join a forward-thinking company with a commitment to excellence.
- Why this job: Make a real difference in clients' lives while leading a dynamic team.
- Qualifications: Experience in client account management and strong leadership skills.
The predicted salary is between 47250 - 57750 £ per year.
Finura is a multi-disciplinary, chartered, award-winning financial planning practice for private clients, families, business owners and trustees. We were founded in 2014 with our vision to provide our people and clients an exceptional experience working with Finura and to positively impact people’s lives.
We are seeking a senior Client Account Manager to lead a small team, support two senior advisers for around 150 clients, and drive improvements in processes while maintaining high standards.
Senior IFA Admin & Client Ops Lead employer: Finura
As a Senior IFA Administrator in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. With a strong benefits package, including a discretionary annual bonus, and a hybrid working model, the company fosters a culture of collaboration and excellence, empowering you to lead a team while also honing your own skills. Join us to make a meaningful impact in the financial advisory space, where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Admin & Client Ops Lead
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Finura. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior IFA Admin & Client Ops Lead
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Finura.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Finura's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Finura
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Finura.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Finura will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Finura employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
