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- Tasks: Facilitate communication between Financial Advisers, Paraplanners, and clients in a dynamic environment.
- Company: A growing financial services firm with a focus on client satisfaction.
- Benefits: Salary of £26,000 - £32,000, generous holiday allowance, and hybrid working model.
- Why this job: Join a team where your proactive communication skills can shine and make a difference.
- Qualifications: Experience in financial services administration and strong attention to detail.
The predicted salary is between 26000 - 32000 £ per year.
A growing financial services firm is seeking an IFA Client Services Associate to facilitate communication between Financial Advisers, Paraplanners, and clients. The ideal candidate will have experience in financial services administration, with strong attention to detail and proactive communication skills.
The role offers a salary of £26,000 - £32,000, benefits including a generous holiday allowance, and opportunities for career progression within a hybrid working model.
IFA Client Services Specialist employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Services Specialist
✨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 those interviews! Research the company and the role of an IFA Client Services Specialist. Think about how your experience aligns with their needs, and be ready to share specific examples that showcase your skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Plus, it’s super easy!
We think you need these skills to ace IFA Client Services Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role of an IFA Client Services Specialist, so don’t be shy about showcasing your attention to detail and proactive communication.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background makes you a perfect fit. We love seeing genuine enthusiasm, so let your personality come through!
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since this role involves liaising between Financial Advisers, Paraplanners, and clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and the role of an IFA Client Services Specialist. Understand the key responsibilities, such as facilitating communication between advisers and clients, and be ready to discuss how your experience aligns with these tasks.
✨Showcase Your Attention to Detail
In this role, attention to detail is crucial. Prepare examples from your past work where your meticulous nature made a difference. Whether it’s managing client records or ensuring accurate communication, having specific instances ready will impress your interviewers.
✨Practice Proactive Communication
Since proactive communication is a key skill for this position, think of scenarios where you’ve successfully communicated complex information to clients or colleagues. Be prepared to demonstrate how you can keep all parties informed and engaged, which is vital in a client-facing role.
✨Embrace the Hybrid Model
With the role offering a hybrid working model, be ready to discuss how you manage your time and productivity in both remote and office settings. Share any experiences you have with remote work and how you maintain effective communication and collaboration in a flexible environment.
