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- Tasks: Be the essential link between Financial Advisers, Paraplanners, and clients, ensuring smooth advice processes.
- Company: A rapidly growing IFA firm with a strong industry reputation and private equity backing.
- Benefits: Competitive salary, hybrid working, generous holiday, and excellent career progression opportunities.
- Why this job: Join a passionate team and make a real impact in the financial services sector.
- Qualifications: Experience as an Administrator in financial services and knowledge of financial planning processes.
- Other info: Dynamic environment with individual development plans tailored to your career aspirations.
The predicted salary is between 26000 - 32000 £ 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:
- Preparing for client meetings
- Ensuring data is accurate
- Ensuring reports, forms and review documentation are fully completed and liaising with providers
- Liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively
Key attributes:
- Attention to detail
- Proactive communication
- Commitment to getting it right first time
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
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 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.
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 Sevenoaks employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Service Associate in Sevenoaks
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm or connect with industry professionals on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for those interviews! Research the company’s values and recent achievements. Tailor your answers to show how your skills align with their goals, especially around attention to detail and proactive communication.
✨Tip Number 3
Showcase your experience! Bring examples of how you've successfully managed client information or improved processes in previous roles. This will demonstrate your capability to oversee the advice process effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace IFA Client Service Associate in Sevenoaks
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the IFA Client Service 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 our Financial Advisers, Paraplanners, and clients!
Show Off Your Attention to Detail: Since this role requires a keen eye for detail, make sure your application is free from typos and errors. Use clear formatting and bullet points to present your information neatly. We appreciate candidates who get it right the first time!
Demonstrate Proactive Communication: In your application, give examples of how you've effectively communicated with different teams or clients in the past. This will show us that you understand the importance of keeping everyone in the loop and can help ensure the advice process runs smoothly.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our growing team!
How to prepare for a job interview at Premier Jobs UK
✨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 answer questions confidently and show that you're the right fit for the role.
✨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 showcase your skills.
✨Practice Proactive Communication
Demonstrate your proactive communication skills by preparing questions to ask during the interview. This shows that you're engaged and ready to liaise effectively across departments, just like the job requires.
✨Familiarise Yourself with Relevant 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 about them intelligently during the interview.
