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For Companies At a Glance
- Tasks: Prepare client reports and meeting packs for Financial Advisers.
- Company: Join a rapidly growing IFA firm with a strong industry reputation.
- Benefits: Enjoy a competitive salary, hybrid working, and 28 days holiday plus perks.
- Why this job: Be part of a passionate team driving financial success and personal growth.
- Qualifications: Experience in financial services administration and knowledge of financial planning is essential.
- Other info: Excellent career progression opportunities tailored to your goals.
The predicted salary is between 24000 - 28800 £ per year.
This IFA Client Services Associate role is within a national IFA firm and is ideal for individuals with experience of undertaking the preparation work for Financial Advisers, ahead of client\’s financial planning reviews.
The preparation work will include: preparing client reports, provider forms, existing policies and fund information. As such, you should take ownership of the annual review process from allocation through to issuing the meeting pack.
In addition, you will prepare review documentation and/or annual suitability reports. You should have the confidence to liaise with Advisers where information is incomplete or unclear.
Full job description available to assist you in preparing for interview
IFA Client Services Associate Requirements
- You should have experience as an Administrator within a financial services
- Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
- You should have experience and enjoy the process of preparing client meeting packs
- Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial
The Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already GBP4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
IFA Client Services Associate Benefits
- Salary of GBP28,000 – GBP32,000
- Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday BHs, rising by 1 day per year up to 30 days
- Hybrid working after being signed off as competent (typically in line with probation sign off)
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
Locations
Newcastle
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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IFA Client Services Associate employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Services Associate
✨Tip Number 1
Familiarise yourself with the financial planning processes and products relevant to the role. Understanding how Financial Advisers operate will give you an edge in discussions and demonstrate your commitment to the field.
✨Tip Number 2
If you have experience with software like IO, Curo, Cashcalc, or Dynamic Planner, be ready to discuss this in detail. Highlighting your proficiency with these tools can set you apart from other candidates.
✨Tip Number 3
Prepare to showcase your organisational skills by discussing specific examples of how you've managed the preparation work for client meetings in the past. This will illustrate your ability to take ownership of the annual review process.
✨Tip Number 4
Practice your communication skills, especially in liaising with Advisers. Being able to confidently clarify incomplete or unclear information is crucial, so consider role-playing scenarios to build your confidence.
We think you need these skills to ace IFA Client Services Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the IFA Client Services Associate position. Understand the key responsibilities and requirements, such as preparing client reports and liaising with Advisers.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services administration. Emphasise any familiarity with financial planning processes and tools like IO, Curo, Cashcalc, or Dynamic Planner.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to take ownership of the annual review process and prepare meeting packs.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or unclear information. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial planning processes and products. Understanding how a Financial Advisor operates will give you an edge in the interview, as it shows you're prepared and knowledgeable about the role.
✨Demonstrate Your Preparation Skills
Since the role involves preparing client meeting packs and reports, be ready to discuss your experience in this area. Share specific examples of how you've successfully managed similar tasks in the past, highlighting your attention to detail and organisational skills.
✨Familiarise Yourself with Relevant Software
If you have experience using software like IO, Curo, Cashcalc, or Dynamic Planner, make sure to mention it. If not, take some time to learn the basics of these tools, as familiarity can set you apart from other candidates.
✨Show Confidence in Communication
The role requires liaising with Advisers, so it's important to demonstrate your confidence in communication. Prepare to discuss how you've handled situations where information was incomplete or unclear, showcasing your problem-solving abilities and proactive approach.
