Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners and manage client documentation with precision.
- Company: Client-focused financial planning firm dedicated to exceptional service.
- Benefits: Salary up to £29,000, career advancement opportunities, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong organisational and communication skills.
- Other info: Great opportunity for growth in the financial planning sector.
The predicted salary is between 17400 - 34800 £ per year.
A client-focused financial planning firm is seeking an experienced IFA Administrator to support Financial Planners and Client Relationship Managers while delivering high-quality service. The ideal candidate should have experience in financial services, strong organisational skills, and excellent communication abilities. This role involves processing client instructions, managing documentation, and coordinating meetings. Salary is up to £29,000, providing a great opportunity to advance a career in financial planning.
IFA Administrator & Client Experience Executive in Girton employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator & Client Experience Executive in Girton
✨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 lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your experience aligns with their client-focused approach. We want to see that you’re not just a fit for the role, but also for the team!
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator & Client Experience Executive in Girton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your organisational skills. We want to see how your background aligns with the role of IFA Administrator & Client Experience Executive.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about client-focused service and how you can contribute to our team. Keep it concise but impactful!
Showcase Your Communication Skills: Since this role involves a lot of interaction, make sure to demonstrate your excellent communication abilities in your application. Whether it's through your writing style or examples of past experiences, let us see your skills in action.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of financial planning and be ready to discuss how you've supported Financial Planners in the past. This will show that you're not just familiar with the role, but that you can hit the ground running.
✨Show Off Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think about times when you successfully managed documentation or coordinated meetings. Being able to articulate these experiences will demonstrate that you can handle the demands of the role effectively.
✨Communicate Clearly
Since this role involves a lot of client interaction, practice your communication skills. Be ready to explain complex concepts in simple terms. You might even want to role-play with a friend to get comfortable with articulating your thoughts clearly and confidently.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, the team you'll be working with, or how success is measured in this role. This shows your genuine interest in the position and helps you determine if it's the right fit for you.
