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- Tasks: Manage client documentation and support advisors in a dynamic financial planning environment.
- Company: A leading financial planning business based in Chorley.
- Benefits: Enjoy early finishes on Fridays and attractive staff bonuses.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Strong organisational skills and experience in financial services are essential.
- Other info: Great opportunity for career growth in a collaborative atmosphere.
The predicted salary is between 30000 - 42000 £ per year.
A financial planning business in Chorley is seeking an experienced IFA Administrator to manage daily contact with advisors, prepare client documentation, and ensure compliance with business processes.
The role includes maintaining client files, managing business cases, and supporting various tasks for the team.
Candidates should possess strong organizational skills and experience in financial services.
This position also offers benefits like an early finish on Fridays and staff bonuses.
IFA Administrator: Client-Facing Finance Support in Chorley employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator: Client-Facing Finance Support in Chorley
✨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 those interviews! Research common questions for IFA Administrator roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.
✨Tip Number 3
Show off your organisational skills! During interviews, highlight specific examples of how you've managed client files or business cases in the past. This will demonstrate that you’re not just a good fit for the role but also someone who can hit the ground running.
✨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 Administrator: Client-Facing Finance Support in Chorley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your organisational skills. We want to see how your background aligns with the IFA Administrator role, so don’t be shy about emphasising relevant experiences!
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. Mention your familiarity with client documentation and compliance processes, as these are key aspects of the job.
Showcase Your Communication Skills: Since this role involves daily contact with advisors, it’s important to demonstrate your communication skills. Whether it’s in your CV or cover letter, let us know how you effectively manage client relationships and support your team.
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, you’ll get to see all the benefits we offer, like early finishes on Fridays!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of financial planning and compliance processes, as you'll need to demonstrate your expertise in these areas during the interview.
✨Show Off Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed client files or business cases. Be ready to discuss how you prioritise tasks and keep everything in order.
✨Prepare for Client Interaction Scenarios
As this is a client-facing role, think about potential scenarios you might encounter when dealing with advisors or clients. Practise how you would handle various situations, showcasing your communication skills and professionalism.
✨Ask About Team Dynamics
Don’t forget to ask questions about the team and company culture. This shows your interest in fitting into their environment and helps you gauge if it’s the right place for you. Plus, it gives you a chance to highlight how you can contribute to the team.
