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- Tasks: Support Financial Advisors with admin tasks and ensure compliance with regulations.
- Company: Independent Financial Advisory firm in Sheffield with a strong reputation.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a vital role that helps maintain high service standards for clients.
- Qualifications: 1-3 years of admin experience in finance and knowledge of financial products.
- Other info: Fast-paced environment with a focus on client satisfaction and compliance.
The predicted salary is between 30000 - 42000 £ per year.
An Independent Financial Advisory firm in Sheffield is urgently seeking an Investment / IFA Administrator. In this role, you will support Financial Advisors in various administrative tasks, including processing new business applications, managing a diary system, and ensuring compliance with AML regulations.
The ideal candidate will have 1-3 years of administrative experience in a financial context and some knowledge of financial products. This position is crucial for maintaining high service standards with clients and stakeholders.
Senior IFA Administrator — Client & Compliance Support in Sheffield employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator — Client & Compliance Support in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Senior 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 interviews by brushing up on your knowledge of financial products and compliance regulations. We recommend creating a cheat sheet with key points to discuss, so you can impress the interviewers with your expertise and confidence.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each company’s culture and mission.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism—something crucial in the financial advisory world.
We think you need these skills to ace Senior IFA Administrator — Client & Compliance Support in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial administration. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of financial products and compliance.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior IFA Administrator role. We love seeing enthusiasm and a clear understanding of what the job entails, so let your personality come through.
Showcase Your Attention to Detail: In this role, attention to detail is key. When you submit your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and professional.
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, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products before the interview. Being able to discuss different investment options and their implications will show that you're not just an administrator but someone who understands the bigger picture.
✨Demonstrate Compliance Awareness
Since compliance is a key part of the role, be prepared to talk about AML regulations and how they apply to the job. You could even mention any relevant experience you've had in ensuring compliance in previous roles to highlight your suitability.
✨Showcase Your Organisational Skills
As you'll be managing a diary system and processing applications, it's essential to demonstrate your organisational skills. Bring examples of how you've successfully managed multiple tasks or projects in the past, and be ready to explain your methods.
✨Prepare Questions for Them
Interviews are a two-way street, so think of some insightful questions to ask about the firm and its culture. This shows your genuine interest in the role and helps you assess if it’s the right fit for you too.
