IFA Admin & Financial Planning Specialist in London
IFA Admin & Financial Planning Specialist

IFA Admin & Financial Planning Specialist in London

London Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • 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 package 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 Β£ 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 in London employer: Integrity365

Join a leading financial advisory firm in High Wycombe, where we prioritise exceptional client service and foster a collaborative team environment. With a competitive salary package and opportunities for professional growth, we are committed to supporting our employees in their career development while delivering outstanding financial advice to our clients.
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Contact Detail:

Integrity365 Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land IFA Admin & Financial Planning Specialist in London

✨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 goals.

✨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 take the initiative to connect directly with us.

We think you need these skills to ace IFA Admin & Financial Planning Specialist in London

Client Servicing
Wealth Management
Independent Financial Advice
Financial Planning
Communication Skills
Team Collaboration
Attention to Detail
Problem-Solving Skills
Time Management
Organisational Skills
Customer Relationship Management

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. Keep it concise but impactful.

Showcase Relevant Experience: When detailing your work history, focus on your achievements in previous roles related to independent financial advice. We love seeing how you've made a difference in client experiences!

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. Familiarise yourself with the latest trends and regulations in the industry, as this will show your potential employer that you're serious about the role.

✨Showcase Your Client Experience

Prepare specific examples from your past roles where you've excelled in client servicing. Think about how you’ve handled challenging situations or gone above and beyond for clients. This will demonstrate your ability to deliver exceptional client experiences, which is key for this position.

✨Understand the Role of an IFA Administrator

Research what an IFA Administrator does and how they support Independent Financial Advisers. Be ready to discuss how your skills align with these responsibilities and how you can contribute to the team’s success in High Wycombe.

✨Ask Insightful Questions

Prepare thoughtful questions to ask during the interview. Inquire about the firm's approach to client relationships or how they foster a collaborative team environment. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.

IFA Admin & Financial Planning Specialist in London
Integrity365
Location: London
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  • IFA Admin & Financial Planning Specialist in London

    London
    Full-Time
    36000 - 60000 Β£ / year (est.)
  • I

    Integrity365

    50-100
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