Senior IFA Administrator — Client Care & Onboarding in Reading
Senior IFA Administrator — Client Care & Onboarding

Senior IFA Administrator — Client Care & Onboarding in Reading

Reading Full-Time 30000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client communications and support investment processes in a dynamic financial environment.
  • Company: Reputable financial services company based in Reading with a strong focus on client care.
  • Benefits: Competitive salary of £30,000 to £35,000, flexible working hours, and professional growth opportunities.
  • Why this job: Join a supportive team and make a real difference in client onboarding and care.
  • Qualifications: Minimum two years' experience in the financial sector and excellent communication skills.

The predicted salary is between 30000 - 35000 £ per year.

A reputable financial services company in Reading seeks a motivated individual to manage client communications and support investment processes. The ideal candidate will have a minimum of two years' experience within the financial sector, strong attention to detail, and proficiency in Microsoft Office, alongside excellent communication skills.

The role offers a competitive salary ranging from £30,000 to £35,000 per year and the opportunity for flexible working hours.

Senior IFA Administrator — Client Care & Onboarding in Reading employer: Michael Page (UK)

Join a reputable financial services company in Reading, where we prioritise employee well-being and professional growth. Our supportive work culture fosters collaboration and innovation, offering flexible working hours and a competitive salary to ensure a rewarding work-life balance. With opportunities for career advancement and continuous learning, we are committed to helping our employees thrive in their roles.
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Contact Detail:

Michael Page (UK) Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior IFA Administrator — Client Care & Onboarding in Reading

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 those interviews! Research common questions for client care and onboarding roles, and practice your answers. We want you to showcase your attention to detail and communication skills, so think of examples from your past experience that highlight these strengths.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm for the role and keeps you fresh in their minds.

Tip Number 4

Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s make it happen!

We think you need these skills to ace Senior IFA Administrator — Client Care & Onboarding in Reading

Client Communication
Attention to Detail
Microsoft Office Proficiency
Financial Sector Experience
Investment Process Support
Motivation
Flexible Working
Excellent Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the financial sector, especially any roles related to client care and onboarding. We want to see how your skills align with what we're looking for!

Show Off Your Communication Skills: Since excellent communication is key for this role, include examples of how you've effectively managed client communications in the past. We love seeing real-life scenarios that demonstrate your abilities!

Be Detail-Oriented: Attention to detail is crucial in our industry. When you’re writing your application, double-check for any typos or errors. We appreciate candidates who take the time to present their best work!

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 don’t miss out on any important updates from us!

How to prepare for a job interview at Michael Page (UK)

Know Your Financial Stuff

Make sure you brush up on your financial knowledge, especially around client care and onboarding processes. Familiarise yourself with common investment terms and practices, as this will show your potential employer that you're not just a pretty face but someone who understands the industry.

Show Off Your Communication Skills

Since the role involves managing client communications, be prepared to demonstrate your communication skills during the interview. Think of examples where you've successfully handled client queries or resolved issues, and be ready to discuss how you can bring that experience to their team.

Be Detail-Oriented

Attention to detail is key in this role, so come prepared with examples that showcase your meticulous nature. Whether it’s a project you managed or a report you created, highlight how your attention to detail made a difference in your previous roles.

Get Comfortable with Microsoft Office

Proficiency in Microsoft Office is a must, so make sure you’re up to speed with Excel, Word, and PowerPoint. If you have any specific projects or reports you've created using these tools, be ready to discuss them and how they contributed to your team's success.

Senior IFA Administrator — Client Care & Onboarding in Reading
Michael Page (UK)
Location: Reading

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