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- Tasks: Support the Financial Advisory team with administrative tasks and client documentation.
- Company: A boutique financial services firm with a supportive culture.
- Benefits: Competitive salary, permanent contract, and career growth opportunities.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Experience in administration, strong organisational skills, and attention to detail.
- Other info: Professional environment with opportunities for advancement in your career.
The predicted salary is between 40000 - 49500 £ per year.
Our client is looking for a Senior Administrator. A superb business and very interesting role.
About Our Client: A financial services boutique business.
Job Description:
- Provide administrative support to the Financial Advisory team.
- Prepare and manage client documentation with a high level of accuracy.
- Coordinate meetings, appointments, and schedules effectively.
- Maintain and update client records in compliance with company policies.
- Liaise with clients and stakeholders to ensure timely communication.
- Assist with the preparation of reports and presentations.
- Support the team with ad hoc administrative tasks as required.
- Ensure adherence to regulatory and compliance standards in all processes.
The Successful Applicant:
- Proven experience in an administrative role, preferably within Financial Services.
- Strong organisational and multitasking skills.
- A high level of attention to detail and accuracy.
- Proficiency in Microsoft Office applications.
- Excellent communication and interpersonal skills.
- Knowledge of financial advisory processes and compliance requirements.
What's on Offer:
- Competitive salary ranging from £40,000 to £49,500 per annum.
- Permanent contract within a supportive and professional environment.
- Opportunities for career growth within the Financial Services industry.
IFA Administrator in Edinburgh employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Edinburgh
✨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 an 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 interviews by brushing up on your knowledge of financial advisory processes and compliance requirements. We recommend practising common interview questions and tailoring your answers to highlight your organisational skills and attention to detail.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to employers looking for top talent like you.
We think you need these skills to ace IFA Administrator in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in administrative roles, especially within Financial Services. We want to see how your skills match the job description, so don’t be shy about showcasing your organisational and multitasking abilities!
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 Senior Administrator role. Mention your attention to detail and proficiency in Microsoft Office, and don’t forget to express your enthusiasm for the financial advisory sector.
Showcase Your Communication Skills: Since liaising with clients and stakeholders is key, make sure your written application reflects your excellent communication skills. Keep your language clear and professional, and ensure there are no typos or errors – we love attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Page Personnel
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial advisory processes and compliance requirements. Being able to discuss these topics confidently will show that you're not just an administrator, but someone who understands the industry.
✨Show Off Your Organisational Skills
Prepare examples from your past experience where you've successfully managed multiple tasks or coordinated meetings. This will demonstrate your strong organisational skills and ability to multitask, which are crucial for the role.
✨Attention to Detail is Key
Be ready to talk about how you ensure accuracy in your work. You might even want to bring a sample of client documentation you've worked on (with sensitive info redacted) to showcase your attention to detail and commitment to high standards.
✨Communicate Like a Pro
Practice your communication skills before the interview. Think about how you would explain complex information clearly and concisely, as this role involves liaising with clients and stakeholders. Good interpersonal skills can set you apart!
