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- Tasks: Provide admin support to Directors and Advisers in a financial advisory firm.
- Company: Dynamic financial advisory firm in Morley with a focus on growth.
- Benefits: Training in investments, pensions, and financial services; great career start.
- Why this job: Kickstart your finance career while learning from industry experts.
- Qualifications: Good education in English and Maths; passion for finance.
- Other info: Perfect for those looking to enter the finance world.
The predicted salary is between 800 - 1400 £ per month.
A financial advisory firm in Morley is seeking a Junior / Apprentice Investment / IFA Administrator to provide administrative support to the Directors and Advisers. In this role, you will handle new business applications, maintain compliance files, and coordinate client communications.
The position offers training in investments, pensions, and financial services for candidates with good education in English and Maths. Ideal for those starting their finance career.
Aspiring IFA Administrator – Wealth Management Support in Morley employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Aspiring IFA Administrator – Wealth Management Support in Morley
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those working as IFA Administrators. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investments and pensions. We recommend practising common interview questions and having a few questions ready to ask the interviewer about their firm.
✨Tip Number 3
Showcase your organisational skills! In this role, you'll be handling compliance files and client communications, so be ready to demonstrate how you manage tasks efficiently during interviews.
✨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 Aspiring IFA Administrator – Wealth Management Support in Morley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience or skills that align with the role of an IFA Administrator. We want to see how your background fits into the financial advisory world, so don’t be shy about showcasing your education in English and Maths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about starting a career in finance and how you can contribute to our team. We love seeing enthusiasm and a genuine interest in wealth management.
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. In your application, highlight any experiences where you've had to manage compliance files or handle important documents. We want to know you can keep things organised and accurate!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your materials in one go. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Basics
Brush up on your knowledge of investments, pensions, and financial services. Being able to discuss these topics confidently will show the interviewers that you're serious about starting your finance career.
✨Showcase Your Organisational Skills
As an IFA Administrator, you'll need to handle multiple tasks efficiently. Prepare examples from your past experiences where you successfully managed your time or organised projects. This will demonstrate your ability to thrive in a busy environment.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about the firm’s approach to client communications or how they support their staff's professional development. This shows your genuine interest in the role and the company.
✨Practice Your Communication Skills
Since you'll be coordinating client communications, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to build your confidence and refine your delivery.
