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- Tasks: Provide top-notch admin support to our adviser team and manage client files.
- Company: Join a respected financial-planning firm with a focus on client service.
- Benefits: Competitive salary, supportive team environment, and opportunities for growth.
- Why this job: Be part of a dynamic team that values precision and client satisfaction.
- Qualifications: Experience in Adviser Support and strong communication skills required.
- Other info: Great chance to develop your career in the financial sector.
The predicted salary is between 28000 - 35000 £ per year.
Location: Alderley Edge
Salary: £28,000 - £35,000
Type: Permanent
Workplace: On-Site
Ref: 89451
We are working with a respected financial-planning firm (details provided upon interview) to recruit an experienced Adviser Client Support professional.
Key Responsibilities:- Provide high-quality administrative support to the adviser team
- Prepare and process all client documentation accurately and in a timely manner
- Manage client information and files with precision
- Liaise with providers and ensure cases progress smoothly
- Assist advisers in delivering an outstanding client service experience
- Prior experience in an Adviser Support / Client Support / IFA Administration role within a financial-planning firm
- Strong understanding of financial-planning processes, compliance, and high-quality client service
- Experience with Curo
- Excellent organisation, attention to detail, and communication skills
- Proactive mindset and ability to support advisers efficiently and professionally
IFA Administrator in Alderley Edge employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Alderley Edge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial-planning world. You never know who might have a lead on that perfect IFA Administrator role. Plus, personal recommendations can really give you an edge.
✨Tip Number 2
Prepare for those interviews! Research the firm and understand their values and services. When you walk in, show them you’re not just another candidate – you’re the one who gets their client support game.
✨Tip Number 3
Practice your communication skills. As an IFA Administrator, you'll need to liaise with clients and providers smoothly. Role-play common scenarios with a friend to build your confidence and polish your responses.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that job. Plus, it shows you’re serious about joining our team and makes it easier for us to spot your application.
We think you need these skills to ace IFA Administrator in Alderley Edge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in adviser support and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences in financial planning and client support that align with what we’re looking for.
Showcase Your Attention to Detail: In this role, precision is key! Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately, just like we do for our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial-planning processes and compliance. Familiarise yourself with the specific tools mentioned in the job description, like Curo, so you can confidently discuss how you've used them in past roles.
✨Showcase Your Experience
Prepare examples from your previous roles that highlight your administrative support skills. Think about times when you managed client information or liaised with providers to ensure smooth case progress. Specific anecdotes will make your experience stand out.
✨Demonstrate Attention to Detail
Since this role requires precision in managing client files and documentation, be ready to discuss how you ensure accuracy in your work. You might even want to mention any systems or checklists you use to maintain high standards.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the firm's approach to client service, or how they measure success in the adviser support role. This shows your genuine interest and helps you assess if it’s the right fit for you.
