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For Companies At a Glance
- Tasks: Support Financial Advisers and clients, managing the advice process from start to finish.
- Company: National IFA firm with a focus on client service and teamwork.
- Benefits: Competitive salary, hybrid working, and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
- Other info: Great opportunity for growth in a supportive environment.
The predicted salary is between 30000 - 42000 £ per year.
A national IFA firm is seeking an IFA Client Services Associate in Swanley. You will act as a critical link between Financial Advisers, Paraplanners, and clients, overseeing the advice process from start to finish.
The ideal candidate should have experience as an Administrator in financial services and possess strong communication and attention to detail skills.
The firm offers a competitive salary, excellent benefits including hybrid working, and career progression opportunities.
IFA Client Services Associate - Hybrid & Growth Path in Swanley 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 Associate - Hybrid & Growth Path in Swanley
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by practising common questions related to client services and financial advice. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your attention to detail during the interview. Bring examples of how you've successfully managed client relationships or streamlined processes in your previous roles. This will highlight your fit for the position.
✨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 connect with us directly.
We think you need these skills to ace IFA Client Services Associate - Hybrid & Growth Path in Swanley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your administrative skills. We want to see how your background aligns with the role of an IFA Client Services Associate, so don’t hold back on those relevant details!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing enthusiasm and a clear understanding of the position, so let your personality come through while keeping it professional.
Show Off Your Communication Skills: Since you'll be the link between Financial Advisers, Paraplanners, and clients, it's crucial to demonstrate your strong communication skills. Whether it’s in your CV or cover letter, make sure to highlight examples where you've effectively communicated complex information.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and the role of an IFA Client Services Associate. Understand the advice process and be ready to discuss how you can support Financial Advisers and Paraplanners effectively.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and advisers, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated complex information in previous roles, highlighting your attention to detail.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple tasks and prioritise effectively. Share specific instances where your organisational skills made a difference in your previous administrative roles within financial services.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth opportunities, and the specifics of the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
