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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
Requirements:
- Experience as an Administrator within financial services
- Good knowledge of financial planning processes, products and how a Financial Advisor operates
- Experience and enjoyment in 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 £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:
- Salary of £26,000 - £32,000
- 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: Talbot Green, Swanley, St Helens
IFA Client Service Associate in Pontyclun 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
✨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 you can ensure smooth communication between Financial Advisers, Paraplanners, and clients. Show them you’re the proactive communicator they need!
✨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 fit!
✨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
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 proactive communication and attention to detail will help us ensure the advice process runs smoothly. Keep it engaging and personal!
Showcase Relevant Experience: If you've worked with tools like IO, Curo, Cashcalc, or Dynamic Planner, make sure to mention that! We love seeing candidates who are familiar with the processes and products we use. It shows you're ready to hit the ground running.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensures you’re considered for this exciting opportunity with our growing team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning processes and products. Familiarise yourself with how Financial Advisers operate, as this will help you understand the role better and show that you're genuinely interested in the position.
✨Attention to Detail is Key
Since this role requires a keen eye for detail, practice demonstrating this in your interview. Bring along examples of how you've ensured accuracy in previous roles, especially when preparing client meeting packs or reports.
✨Proactive Communication
Be ready to discuss how you’ve effectively communicated with different departments in the past. Highlight instances where you identified gaps or inconsistencies and took the initiative to resolve them, showcasing your proactive approach.
✨Familiarity with Tools
If you have experience with tools like IO, Curo, Cashcalc, or Dynamic Planner, make sure to mention it! If not, do a bit of research on these platforms so you can speak confidently about them during the interview.
