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- Tasks: Support financial advisers and clients with administrative tasks and ensure smooth operations.
- Company: International Wealth Management business with a friendly, dynamic team.
- Benefits: Training provided, flexible hours, and potential for career growth in wealth management.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Administrative experience or recent graduate with interest in financial services.
- Other info: Join a growing team and develop your skills in a supportive environment.
The predicted salary is between 30000 - 42000 £ per year.
An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support the Advisers and their clients. This role is suitable for a recent graduate in a relevant subject or someone with some current experience supporting in the financial services sector. Training will be provided to the right candidate.
Responsibilities:
- Submit all new business applications to providers and monitor progress.
- Audit documents from the adviser to ensure they meet compliance requirements.
- Maintain ongoing communication with clients, advisers, providers, and trustees to ensure a smooth progress and first-class journey for clients.
- Support office operations as needed on a Monday to Friday schedule with some flexibility on start time.
Qualifications / Requirements:
- Administrative experience or recent graduate in a relevant subject, with interest in financial services.
- 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.
- Willingness to actively learn and complete training to satisfy compliance requirements and improve knowledge.
The business is expanding and offers potential for career growth in wealth management. If you’re looking to work in a friendly, dynamic team where you can develop your financial services experience, please apply.
IFA Admin Support 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 Admin Support
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show us you’re genuinely interested in the role and how you can contribute to their team. Tailor your answers to reflect what they’re looking for!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and advisers, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence.
✨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 IFA Admin Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the IFA Admin Support role. Highlight any relevant administrative experience or coursework in financial services to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Keep it professional but let your personality show through.
Show Off Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send – we love candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to us – we can’t wait to hear from you!
How to prepare for a job interview at Globe Traders - Web Marketing Solutions
✨Know Your Stuff
Make sure you brush up on the basics of financial services and the role of an IFA Admin Support. Familiarise yourself with common terms and processes, as this will show your genuine interest and readiness to learn.
✨Show Off Your People Skills
Since this role involves communication with clients and advisers, be prepared to demonstrate your people skills. Think of examples from your past experiences where you successfully communicated or resolved issues, and be ready to share them.
✨Attention to Detail is Key
Highlight your attention to detail during the interview. You might want to mention any previous roles or projects where you had to ensure accuracy, especially in documentation or compliance-related tasks.
✨Ask Smart Questions
Prepare a few thoughtful questions about the company and the role. This shows that you're not just interested in getting the job, but also in how you can contribute to the team and grow within the company.
