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- Tasks: Provide administrative support and manage client records in financial planning.
- Company: Reputable UK recruitment agency with a focus on financial services.
- Benefits: Competitive salary and opportunities for professional development.
- Why this job: Join a dynamic team and enhance your skills in financial planning.
- Qualifications: Minimum two years' experience in a similar role and knowledge of financial planning.
- Other info: Great career growth potential in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A UK-based recruitment agency is seeking a dedicated candidate for a financial planning support role in Cheshire. This role involves administrative support, processing new business, and maintaining client records.
Candidates should have at least two years of experience in a similar role and a strong understanding of the financial planning process. Competitive salary offered, with opportunities for professional development.
IFA Administration & Client Services Specialist employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administration & Client Services Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the financial planning process. Be ready to discuss your previous experience and how it relates to the role. We want to see that you can hit the ground running!
✨Tip Number 3
Showcase your organisational skills! In this role, you'll be handling client records and processing new business, so be prepared to share examples of how you've successfully managed similar tasks in the past.
✨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 & Client Services Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and administration. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
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 background makes you the perfect fit. We love seeing personality, so let your enthusiasm come through!
Showcase Your Understanding of Financial Planning: Since this role involves supporting financial planning, make sure to demonstrate your knowledge of the process in your application. We’re looking for candidates who can hit the ground running, so any relevant experience will help us see that.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your details and get you on our radar quickly!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Planning Basics
Make sure you brush up on your understanding of the financial planning process. Be ready to discuss how you've applied this knowledge in your previous roles, as it will show your expertise and confidence in the field.
✨Showcase Your Administrative Skills
Prepare examples of how you've successfully managed administrative tasks in past positions. Highlight your attention to detail and organisational skills, as these are crucial for maintaining client records and processing new business.
✨Demonstrate Client Service Excellence
Think of specific instances where you've gone above and beyond for clients. This role is about supporting clients effectively, so showcasing your ability to build relationships and provide exceptional service will set you apart.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and client services. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
