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- Tasks: Support Financial Planners with client management, reports, and admin tasks.
- Company: Award-winning IFA Wealth practice in Hawarden.
- Benefits: Competitive salary up to £33k, excellent benefits, and hybrid working.
- Other info: Exciting opportunity for growth in a supportive environment.
- Why this job: Join a dynamic team and progress your career in financial planning.
- Qualifications: Experience as a Paraplanner or Senior IFA Administrator; Level 4 Diploma preferred.
The predicted salary is between 30000 - 33000 £ per year.
Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team by recruiting a Client Relations Manager to join their office.
You will be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and dealing with client queries - the role sits between IFA Admin and Paraplanning.
A competitive salary is on offer with this role of up to £33k, depending on qualifications/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sought after opportunity!
Ideally, you will be a Paraplanner looking to do less reports and more of other functions, or a Senior IFA Administrator looking to progress. You should be studying for the Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc., and have a good attention to detail.
Click and apply ASAP for this role, as my client is keen to secure the right candidate.
Ifa Administrator Paraplanner role in Hawarden employer: Mitchell Hall Consulting
Contact Detail:
Mitchell Hall Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator Paraplanner role in Hawarden
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in IFA practices. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial planning tools like Intelligent Office and Cash Calc. Show us you know your stuff, and you'll stand out as a candidate who’s ready to hit the ground running!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Use our website to find roles that excite you, and tailor your approach to each one. We want to see your passion shine through!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer’s mind. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the perfect fit.
We think you need these skills to ace Ifa Administrator Paraplanner role in Hawarden
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Relations Manager role. Highlight your experience in IFA administration and paraplanning, and don’t forget to mention any relevant qualifications like the Level 4 Diploma!
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 team. Mention your familiarity with tools like Intelligent Office and Cash Calc, and how your attention to detail can benefit the practice.
Showcase Your Skills: In your application, be sure to showcase your skills in managing client queries and supporting financial planners. We want to see how you can contribute to the end-to-end management of the business process!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this sought-after opportunity. Click and apply ASAP!
How to prepare for a job interview at Mitchell Hall Consulting
✨Know Your Stuff
Make sure you’re familiar with the key tools and software mentioned in the job description, like Intelligent Office and Cash Calc. Brush up on your knowledge of financial planning processes and be ready to discuss how you've used these tools in your previous roles.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past work where your attention to detail made a difference. Whether it’s catching an error in a report or ensuring client queries are handled accurately, have those stories ready to share.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Be ready to discuss how you would handle specific client queries or issues, demonstrating your problem-solving skills and ability to manage client relationships effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the role and the company. Inquire about the team dynamics, career progression opportunities, or how they measure success in the Client Relations Manager position. This shows you’re genuinely interested and engaged.