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- Tasks: Support Financial Advisers and enhance client relationships in a dynamic team environment.
- Company: Join a well-established and growing Financial Planning firm in Lancashire.
- Benefits: Enjoy a collaborative culture with opportunities for professional growth and development.
- Why this job: Be part of a supportive team that values your contributions and fosters strong client connections.
- Qualifications: Looking for highly organised individuals with a proactive attitude; experience in finance is a plus.
- Other info: This role offers a chance to grow within a thriving company while making a real impact.
The predicted salary is between 30000 - 42000 £ per year.
Fram is delighted to be working with a well-established and growing Financial Planning firm based in Lancashire. As part of their continued expansion, they are looking for a highly organised, proactive IFA Administrator to join their collaborative team.
Working as part of a dedicated "pod" supporting four Financial Advisers, you will become a key part of the client journey—building strong relationships.
IFA administrator (Lancashire) employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA administrator (Lancashire)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of an IFA Administrator. Understanding the key responsibilities and challenges faced by Financial Advisers will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with current IFA Administrators or Financial Advisers. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects in previous roles. Being able to articulate your experience in a collaborative environment will set you apart.
✨Tip Number 4
Research the specific firm you're applying to. Understand their values, culture, and the services they offer. Tailoring your approach to align with their mission can make a strong impression during the interview process.
We think you need these skills to ace IFA administrator (Lancashire)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and skills required for the IFA Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial services or administrative roles. Use specific examples to demonstrate your organisational skills and ability to support financial advisers effectively.
Showcase Your Soft Skills: As the role involves building strong relationships with clients and team members, make sure to showcase your interpersonal skills. Mention instances where you successfully collaborated with others or resolved client issues.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Explain why you want to work for this financial planning firm and how you can contribute to their growth and success.
How to prepare for a job interview at Fram Executive Search Limited
✨Know the Company
Before your interview, take some time to research the financial planning firm. Understand their values, services, and recent developments. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Demonstrate Organisational Skills
As an IFA Administrator, being organised is crucial. Be prepared to discuss specific examples of how you've managed multiple tasks or projects in the past. Highlight any tools or methods you use to stay organised, as this will resonate well with the interviewers.
✨Show Your Proactivity
The job description mentions the need for a proactive individual. Think of instances where you've taken the initiative in previous roles. Whether it was streamlining a process or suggesting improvements, be ready to share these experiences.
✨Build Rapport
Since you'll be supporting Financial Advisers and interacting with clients, it's important to demonstrate your interpersonal skills. During the interview, engage with the interviewers, ask questions, and show that you can build strong relationships, which is key to the client journey.
