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- Tasks: Support Independent Financial Advisers and enhance client experiences in wealth management.
- Company: Leading financial advisory firm with a new office in High Wycombe.
- Benefits: Competitive salary and a collaborative team environment.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Minimum three years of experience in financial services and client servicing.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advisory firm is seeking an IFA Administrator to join its team at the new office in High Wycombe. The ideal candidate will have at least three years of experience within financial services, focusing on client servicing, wealth management, and independent financial advice. You will support Independent Financial Advisers, ensuring the delivery of exceptional client experiences. A competitive salary package is offered, alongside a collaborative team environment.
IFA Admin & Financial Planning Specialist employer: Integrity365
Contact Detail:
Integrity365 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin & Financial Planning Specialist
✨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 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 researching the company and its values. Understand their approach to client servicing and wealth management, so you can showcase how your experience aligns with their needs.
✨Tip Number 3
Practice your pitch! Be ready to explain how your three years of experience in financial services make you the perfect fit for the IFA Admin role. Highlight specific examples that demonstrate your skills in supporting advisers and enhancing client experiences.
✨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 Admin & Financial Planning Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially in client servicing and wealth management. We want to see how your skills align with the role of an IFA Administrator!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advice and how you can contribute to our team. Let us know what makes you the perfect fit for this role.
Showcase Relevant Experience: When detailing your work history, focus on your achievements in previous roles related to independent financial advice. We love to see numbers and results that demonstrate your impact!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Integrity365
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services, especially client servicing and wealth management. Be ready to discuss your previous experience in these areas and how it relates to the role of an IFA Administrator.
✨Showcase Your Client-Centric Approach
Since this role focuses on delivering exceptional client experiences, prepare examples that highlight your ability to support clients effectively. Think about times when you went above and beyond for a client and be ready to share those stories.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. Knowing what they stand for will help you align your answers with their expectations and show that you’re a good fit for their collaborative team environment.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and growth opportunities within the company. This shows your genuine interest and helps you assess if the firm is the right place for you.
