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- Tasks: Support financial advisers and manage administrative tasks in a dynamic team.
- Company: Reputable financial advisory firm in Liverpool with a collaborative culture.
- Benefits: Competitive salary up to £30,000 and opportunities for professional growth.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Previous admin experience, strong organisational skills, and proficiency in Microsoft Office.
- Other info: Ideal for detail-oriented individuals looking for a rewarding career in finance.
The predicted salary is between 28000 - 30000 £ per year.
A well-regarded financial advisory firm is seeking a Client Support Administrator to join their team in Liverpool. This is a great opportunity for someone detail-oriented and organised who enjoys working in a dynamic team environment.
Key Responsibilities:
- Support financial advisers by working with insurance, pension, and investment providers.
- Manage administrative tasks including scheduling appointments, handling correspondence, and answering calls.
- Assist with client servicing and maintain accurate records.
- Coordinate internal and client meetings and events.
- Provide general office support and contribute to overall team efficiency.
Requirements:
- Previous administrative experience, ideally in financial services.
- Strong organisational skills and attention to detail.
- Excellent communication and interpersonal abilities.
- Proficient in Microsoft Office and systems such as Intelliflo.
- Proactive attitude and willingness to take on new challenges.
IFA Administrator in Liverpool employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Liverpool
✨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 hunt 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 researching the company and its culture. Understand their values and how they operate, so you can show them you're not just a fit for the role, but for the team too. We want to see that you’re genuinely interested in being part of their dynamic environment!
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, make sure you can articulate your thoughts clearly and confidently. Consider doing mock interviews with friends or family to get comfortable with common questions.
✨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, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your previous administrative experience, especially in financial services, and showcase your organisational skills. We want to see how you can support our financial advisers!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the team. Mention your attention to detail and proactive attitude, and don’t forget to express your enthusiasm for working in a dynamic environment like ours.
Show Off Your Skills: In your application, be sure to mention your proficiency in Microsoft Office and any relevant systems like Intelliflo. We love candidates who can hit the ground running, so let us know how your skills can contribute to our team's efficiency!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications 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 the basics of financial services, especially around insurance, pensions, and investments. Familiarise yourself with common terms and processes, as this will show your potential employer that you're serious about the role and understand the industry.
✨Show Off Your Organisational Skills
Since the job requires strong organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and keep everything on track.
✨Practice Your Communication
As a Client Support Administrator, you'll need to communicate effectively with both clients and colleagues. Practise answering common interview questions clearly and confidently. You might even want to role-play with a friend to get comfortable with articulating your thoughts.
✨Be Proactive and Positive
Demonstrate your proactive attitude by discussing times when you've taken the initiative in previous roles. Employers love candidates who are willing to take on new challenges, so share any relevant experiences that highlight your willingness to learn and adapt.
