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- Tasks: Support clients and advisers by managing applications and ensuring compliance.
- Company: Join a leading international Wealth Management business with a supportive culture.
- Benefits: Full-time role with training opportunities and a chance to grow your skills.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Strong attention to detail and excellent communication skills are essential.
- Other info: Entry-level position with great potential for career advancement.
The predicted salary is between 28800 - 43200 £ per year.
An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with excellent people skills to support our clients and advisers. Previous experience in a highly regulated environment such as financial services is preferred, but suitable candidates will receive training.
Responsibilities:
- Submitting all new business applications to providers.
- Monitoring progress and auditing adviser documents to ensure compliance.
- Communicating with clients to deliver a first-class journey and liaising with providers and trustees to ensure smooth application progress.
Requirements:
- Strong attention to detail and up-to-date systems skills.
- Professional written and verbal communication skills.
- Ability to adhere to administrative systems, policies, and procedures.
- Keenness to learn and complete training to satisfy compliance requirements and improve personal knowledge.
Other Details:
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Other
- Industry: Banking
- Location: Weybridge, England, United Kingdom
IFA Administration Support in Farnham employer: Globe Traders - Web Marketing Solutions
Contact Detail:
Globe Traders - Web Marketing Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administration Support in Farnham
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Globe Traders or similar companies. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of compliance and administration processes. We want to see that you're keen to learn and ready to tackle the challenges of the IFA Administration Support role head-on!
✨Tip Number 3
Show off your communication skills! During interviews, be clear and concise when discussing your experiences. Remember, this role is all about delivering a first-class journey for clients, so let your personality shine through.
✨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 with us directly.
We think you need these skills to ace IFA Administration Support in Farnham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administration Support role. Highlight any relevant experience, especially in regulated environments like financial services, and showcase your attention to detail.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with the responsibilities listed. Don’t forget to mention your eagerness to learn and grow.
Show Off Your Communication Skills: Since this role involves liaising with clients and advisers, make sure your written communication is clear and professional. Use proper grammar and structure to demonstrate your communication prowess.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to receive your application and get to know you better!
How to prepare for a job interview at Globe Traders - Web Marketing Solutions
✨Know Your Stuff
Before the interview, make sure you understand the basics of the financial services industry. Brush up on key terms and concepts related to wealth management and compliance. This will show your potential employer that you're serious about the role and ready to learn.
✨Show Off Your People Skills
Since this role involves communicating with clients and advisers, practice your interpersonal skills. Think of examples from your past experiences where you've successfully interacted with others, whether in a professional or personal setting. Be ready to share these during the interview!
✨Attention to Detail is Key
In a highly regulated environment, attention to detail is crucial. Prepare to discuss how you've demonstrated this skill in previous roles. You might even want to bring along a sample of your work that highlights your meticulousness, if applicable.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company and the role. This shows your enthusiasm and helps you gauge if the company culture aligns with your values. Think about what you genuinely want to know about their processes or team dynamics.
