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- Tasks: Manage client interactions and process new business applications in a dynamic office environment.
- Company: Reputable financial services firm based in Leicester Forest East.
- Benefits: Full-time position with competitive salary and professional growth opportunities.
- Why this job: Join a respected firm and make a difference in clients' financial journeys.
- Qualifications: 5 years of administration experience, including 2 years in financial services.
- Other info: Ideal for those with strong IT and communication skills.
The predicted salary is between 36000 - 60000 £ per year.
A reputable financial services firm in Leicester Forest East is seeking an experienced IFA Technical Administrator. This full-time position involves managing client interactions, processing new business applications, and ensuring compliance in an office-based environment.
Applicants should have at least 5 years of administration experience, including 2 years in financial services, and possess excellent IT and communication skills.
Wealth Management IFA Admin Specialist employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management IFA Admin Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a 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 researching the company and its culture. We want to show that we’re not just a good fit for the role, but also for the team. Tailor your answers to reflect how your experience aligns with their values and goals.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help us articulate our experience in wealth management and administration clearly and confidently.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive roles listed there that you won’t find anywhere else.
We think you need these skills to ace Wealth Management IFA Admin Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services and administration. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
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 IFA Admin Specialist role. We love seeing your personality come through, so let us know what excites you about working with us.
Showcase Your IT Skills: Since this role requires excellent IT skills, make sure to mention any relevant software or tools you’ve used in your previous roles. We’re keen to know how tech-savvy you are and how you can contribute to our team!
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 during the process!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the role of an IFA Technical Administrator. Familiarise yourself with common processes, compliance regulations, and client interaction protocols. This will show that you're not just experienced but also genuinely interested in the position.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your administration skills and experience in financial services. Think about challenges you've faced and how you overcame them, as well as any successful projects you've managed. This will help you demonstrate your value to the firm.
✨Practice Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. You might want to do mock interviews with a friend or family member, focusing on how you explain complex information simply and effectively.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. This could be about the firm's approach to client management or how they ensure compliance. Asking insightful questions shows that you're engaged and serious about the role, which can leave a lasting impression.
