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- Tasks: Produce client valuations and suitability reports while assisting with new business transactions.
- Company: Dynamic financial services firm in Glasgow with a supportive team culture.
- Benefits: Significant growth potential and a collaborative work environment.
- Why this job: Advance your career in a thriving industry while making a real impact.
- Qualifications: Experience in an IFA practice and knowledge of compliance protocols.
- Other info: Great opportunity for those eager to develop their skills and progress.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in Glasgow is seeking an IFA sales support professional to join their dynamic team. This role involves producing client valuations, suitability reports, and assisting with new business transactions. Applicants must have experience in an IFA practice and be familiar with compliance protocols. The position offers significant growth potential within a supportive environment, making it an attractive opportunity for those looking to advance their careers.
IFA Sales Support Specialist – Paraplanning Path (Glasgow) employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Sales Support Specialist – Paraplanning Path (Glasgow)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in IFA practices. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance protocols and client valuation processes. We want you to feel confident discussing your experience and how it aligns with the role.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like suitability reports or new business transactions you've assisted with. This will help you stand out as a candidate who knows their stuff.
✨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 are proactive about their job search.
We think you need these skills to ace IFA Sales Support Specialist – Paraplanning Path (Glasgow)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in an IFA practice. We want to see how your skills align with the role, so don’t be shy about showcasing your familiarity with compliance protocols and any relevant achievements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the IFA sector and how you can contribute to our dynamic team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, producing client valuations and suitability reports is key. Make sure your application is free from typos and errors. We appreciate candidates who take pride in their work and pay attention to the little things.
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 explore more about our company culture while you’re at it!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of client valuations and suitability reports. Familiarise yourself with the compliance protocols relevant to the role, as this will show that you’re not just a good fit but also genuinely interested in the position.
✨Showcase Your Experience
Be ready to discuss your previous experience in an IFA practice. Prepare specific examples of how you've contributed to new business transactions or improved processes. This will help demonstrate your value to the team.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s growth potential and team dynamics. This shows that you’re not only interested in the role but also in how you can contribute to the firm’s success.
✨Dress the Part
Even if the company has a relaxed dress code, it’s always better to err on the side of professionalism for an interview. A smart appearance can make a great first impression and set the tone for the conversation.
