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- Tasks: Be the essential link between Financial Advisers, Paraplanners, and clients, ensuring smooth advice processes.
- Company: Join a rapidly growing IFA firm with industry-leading professionals and strong backing.
- Benefits: Enjoy a competitive salary, hybrid working, generous holiday, and excellent career progression.
- Why this job: Make a real impact in financial services while developing your skills in a supportive environment.
- Qualifications: Experience in financial administration and a keen eye for detail are essential.
- Other info: Dynamic team culture with individual development plans tailored to your career aspirations.
The predicted salary is between 22000 - 28000 £ per year.
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties.
Duties will include:
- Preparing for client meetings
- Ensuring data is accurate
- Ensuring reports, forms and review documentation are fully completed
- Liaising with providers
- Liaising across departments to identify and rectify any gaps or inconsistencies
To be successful in this role, you will need:
- Attention to detail
- Proactive communication
- Commitment to getting it right first time
You should have experience as an Administrator within a financial services environment. 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.
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 £4.5bn of AuM, which will continue to grow. They openly recognise that achieving 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.
Benefits include:
- Salary of £26,000 - £32,000
- 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash
- 5% employer pension and 3% employee pension
- Discretionary annual bonus
- 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: Talbot Green, Swanley, St Helens.
Locations
IFA Client Service Associate in Pontyclun, Wales 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 Service Associate in Pontyclun, Wales
✨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 Client Service Associate 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 planning processes and products. Be ready to discuss how your attention to detail and proactive communication skills can help streamline the advice process. Show them you’re the perfect fit!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at firms that are growing and value their team members. Tailor your approach to show why you’d be a great addition to their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to the team’s success.
We think you need these skills to ace IFA Client Service Associate in Pontyclun, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Client Services Associate role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can be the vital link between Financial Advisers, Paraplanners, and clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your attention to detail and proactive communication will help us ensure the advice process runs smoothly. Remember, we love a good story!
Showcase Relevant Experience: If you've got experience with tools like IO, Curo, Cashcalc, or Dynamic Planner, make sure to mention it! We’re looking for someone who understands the financial planning processes, so don’t hold back on sharing your knowledge.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen to join our growing team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning processes and products. Familiarise yourself with how a Financial Adviser operates, as this will help you understand the role better and show that you're genuinely interested in the field.
✨Show Off Your Attention to Detail
Since this role requires a keen eye for detail, be prepared to discuss examples from your past experience where your attention to detail made a difference. Bring along any relevant documents or reports you've worked on to demonstrate your skills.
✨Communicate Proactively
During the interview, highlight your proactive communication skills. Share instances where you’ve successfully liaised between different departments or resolved issues before they escalated. This will show that you can be the vital link between Financial Advisers, Paraplanners, and clients.
✨Prepare Client Meeting Packs
Since preparing client meeting packs is a key part of the job, think about how you would approach this task. Be ready to discuss your process for ensuring all data is accurate and how you would present information clearly and effectively.
