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- Tasks: Support Financial Planners and deliver an exceptional client experience.
- Company: Leading Financial Planning firm in the UK with a client-centric approach.
- Benefits: Salary up to £39,000, discretionary bonus, pension, and private medical insurance.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 3+ years in Financial Planning administration and strong organisational skills.
- Other info: Enjoy a hybrid working arrangement and excellent career development opportunities.
The predicted salary is between 39000 - 39000 £ per year.
A leading Financial Planning firm in the UK seeks an experienced IFA/Financial Planning Administrator to join their team. In this role, you will support Financial Planners and ensure an exceptional client experience.
Ideal candidates have at least 3 years in Financial Planning administration and strong organisational skills.
The position offers a salary of up to £39,000, a discretionary bonus, and exceptional benefits including pension and private medical insurance. Hybrid working arrangement available.
IFA Administrator: Hybrid & Client‑Centric Admin employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator: Hybrid & Client‑Centric Admin
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to client experience. We want you to shine when discussing how your organisational skills can support their Financial Planners.
✨Tip Number 3
Showcase your experience! When you get the chance to chat with potential employers, highlight your 3+ years in financial planning administration. Share specific examples of how you've improved client experiences in past roles.
✨Tip Number 4
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. Let's get you that IFA Administrator position!
We think you need these skills to ace IFA Administrator: Hybrid & Client‑Centric Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Financial Planning administration. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client-centric roles and how your background makes you a perfect fit for our team. Keep it engaging and personal!
Showcase Relevant Experience: When filling out your application, focus on your past roles that relate directly to the IFA Administrator position. We love seeing specific examples of how you've supported Financial Planners and enhanced client experiences.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at mbf
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning and administration. Familiarise yourself with the latest trends and regulations in the industry, as well as the specific services offered by the firm. This will show that you're not just experienced but also genuinely interested in the role.
✨Showcase Your Organisational Skills
Since strong organisational skills are a must for this position, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure that client needs are met efficiently.
✨Prepare for Client-Centric Scenarios
Think about situations where you've gone above and beyond for clients. Prepare to share these stories during the interview, highlighting your commitment to providing an exceptional client experience. This will demonstrate that you understand the importance of client satisfaction in financial planning.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the firm's culture, team dynamics, and how they measure success in this role. This not only shows your interest but also helps you determine if the company is the right fit for you.
