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- Tasks: Provide top-notch admin support and communicate effectively with clients.
- Company: Established financial practice in Saffron Walden with a focus on customer care.
- Benefits: Flexible hours, company bonus, and income protection.
- Why this job: Join a growing team and kickstart your career in finance.
- Qualifications: Organisational skills and a passion for helping customers.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 28000 - 40000 £ per year.
Location: Saffron Walden
Salary: £35,000 - £40,000
Type: Permanent
Workplace: On-Site
A well-established and growing practice based in Saffron Walden is looking for a junior IFA Administrator to join their team. The role would ideally suit someone with experience in finance or professional services; however, this is not essential. The business is looking for someone organised with effective communication skills who always puts the interest of customers first. If this sounds like you, please do hit the apply button!
Benefits:
- Income protection pay
- Death in Service
- Sick Pay
- Recruitment Referral
- Flexible Hours/part-time
- Company Bonus
Key Duties and Responsibilities:
- Provide high-quality administrative support to advisers and the support team.
- Effectively communicate with clients and other parties to address queries.
- Accurately process applications and record management information.
- Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion.
Qualifications and Skills:
- Previous experience within an IFA.
- Strong organisational skills with attention to detail.
- Excellent communication and interpersonal skills.
- Proficient in using back-office systems.
- Ability to work independently and collaboratively within a team.
Trainee Financial Adviser in Saffron Walden employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser in Saffron Walden
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those who work as financial advisers. You never know who might have a lead on a job or can give you insider tips on landing that trainee position.
✨Tip Number 2
Practice your communication skills! Since effective communication is key for this role, try role-playing interviews with friends or family. This will help you articulate your thoughts clearly and confidently when it’s your turn to shine.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed tasks or projects effectively. This will demonstrate that you’re the organised candidate they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and connect with potential employers. Plus, applying directly shows your enthusiasm for the role!
We think you need these skills to ace Trainee Financial Adviser in Saffron Walden
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Adviser role. Highlight any relevant experience, even if it’s not directly in finance. We want to see how your skills can shine in this position!
Craft a Compelling Cover Letter: Your cover letter is your chance to show us your personality! Explain why you’re interested in the role and how your values align with our customer-first approach. Keep it engaging and genuine!
Show Off Your Communication Skills: Since effective communication is key in this role, make sure your application reflects that. Use clear and concise language, and don’t hesitate to showcase any relevant experiences where you’ve excelled in communication.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial services and the role of a Trainee Financial Adviser. Familiarise yourself with common industry terms and practices, as well as the specific services offered by the company. This will show that you're genuinely interested and prepared.
✨Showcase Your Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly and confidently. You might want to prepare answers to common questions about how you would handle client queries or collaborate with team members. Remember, it's all about demonstrating that you can put the customer's interests first.
✨Highlight Your Organisational Skills
Given that the job requires strong organisational skills, think of examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work, as these are crucial for the role.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, or growth opportunities. This not only shows your interest in the position but also helps you determine if the company is the right fit for you. It’s a two-way street!
