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- Tasks: Provide top-notch admin support to Financial Planners and enhance client experiences.
- Company: Established Financial Services Practice with a friendly and supportive environment.
- Benefits: Competitive salary, study support for exams, generous holiday allowance, and pension contributions.
- Why this job: Join a dynamic team and kickstart your career in financial services with real impact.
- Qualifications: Experience in Financial Planning and strong communication skills are essential.
- Other info: Enjoy a stable role with opportunities for growth and bonuses.
The predicted salary is between 30000 - 35000 £ per year.
Location: Cobham
Salary: £30,000 - £35,000
Type: Permanent
Workplace: On‐Site
The opportunity for a Financial Planning Administrator to join a well‐established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.
Benefits:
- 25 days plus bank holidays
- Pay for study towards Financial Service exams
- Salary reviews
- 5% ER pension contribution
- 4x DIS
- Great staff retention friendly environment
- Discretionary Bonuses (5‐15%)
Hours: 9 AM to 5 PM
Qualifications:
- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Strong understanding of investments and pensions
- Any Financial Services qualifications are desired
Apply today to be considered for this Adviser Support opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
IFA Administrator in Cobham employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Cobham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investments and pensions. Make sure you can confidently discuss your previous experience in financial planning. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Don’t forget to tailor your approach! When applying through our website, highlight your relevant experience and qualifications that match the job description. This will help you stand out from the crowd and show that you’re the perfect fit for the role.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace IFA Administrator in Cobham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience in financial planning and showcase your understanding of investments and pensions. 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 passionate about financial services and how your skills align with what we're looking for. Keep it professional but let your personality come through!
Showcase Your Communication Skills: Since this role requires strong written and verbal communication, make sure your application reflects that. Use clear and concise language, and double-check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our friendly environment!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investments and pensions. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can also provide valuable support to the Financial Planners.
✨Practice Professional Communication
Since this role requires a strong communication manner, both written and verbally, practice articulating your thoughts clearly. You might even want to prepare some examples of how you've effectively communicated in previous roles.
✨Showcase Your Experience
Be ready to discuss your previous experience within a Financial Planning role. Think of specific situations where you provided high-quality technical administration or analytical support, as these will demonstrate your capability for the job.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and the role. This not only shows your interest but also gives you a chance to assess if the company culture and values align with what you're looking for.
