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- Tasks: Support Financial Planners and assist with client communications in a dynamic team.
- Company: Join a successful firm with a supportive and progressive culture.
- Benefits: Enjoy flexible benefits, birthday off, casual dress, and private medical insurance.
- Why this job: Kickstart your career in finance with real growth opportunities and a friendly environment.
- Qualifications: Strong communication skills and experience in financial planning, investments, and pensions.
- Other info: Convenient location with free parking and an electric car scheme.
The predicted salary is between 21500 - 32000 £ per year.
Due to another successful year, an IFA Administrator position to support the successful Financial Planners, operations team and back office team has become available. The office is close to the motorway, meaning an easier commute to work. You will have the opportunity to work in a supportive team environment where progression is strongly supported.
Benefits:
- Group DIS
- Flexible benefits
- A day off for your birthday
- Casual dress code in the office
- Access to private medical insurance
- An electric car scheme
- Group income protection, critical illness and life insurance, with more benefits
- Free parking
In order to be considered for this IFA Administrator opportunity, candidates need to have:
- Good communication skills, over phone, email and in person
- Financial Planning experience in investments and pensions
- Experience in liaising with providers and clients directly to assist the advisor as required.
Apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
IFA Administrator in Fareham employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Fareham
✨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 an IFA Administrator role or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to financial planning. Show them you’re not just another candidate but someone who genuinely fits into their team.
✨Tip Number 3
Practice your communication skills! Since this role requires good communication over phone, email, and in person, consider doing mock interviews with friends or family to polish your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, if you refer a friend, you could earn some extra cash while helping them land a job too!
We think you need these skills to ace IFA Administrator in Fareham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your financial planning experience and any relevant skills that match the job description. We want to see how you can support our Financial Planners!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team in Fareham. Share your passion for financial planning and how you can contribute to our supportive environment.
Show Off Your Communication Skills: Since good communication is key for this role, make sure to demonstrate your skills in your application. Whether it's through your writing style or examples of past experiences, we want to see how you connect with clients and colleagues.
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 IFA Administrator position. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, investments, and pensions. Be ready to discuss your experience in these areas, as it’s crucial for the IFA Administrator role. Show that you understand the industry and can communicate effectively about it.
✨Practice Your Communication Skills
Since good communication is key, practice how you articulate your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member, focusing on how you would explain complex financial concepts simply.
✨Familiarise Yourself with the Company
Research the company’s values, culture, and recent achievements. This will not only help you tailor your answers but also show your genuine interest in the role and the organisation. Mentioning specific details during the interview can really impress the interviewers.
✨Prepare Questions to Ask
Have a few thoughtful questions ready to ask at the end of the interview. This shows your enthusiasm for the position and helps you gauge if the company is the right fit for you. Think about asking about team dynamics or opportunities for progression within the company.
