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- Tasks: Support Financial Advisors with compliance and client administration tasks.
- Company: Dynamic financial planning firm based in Liverpool.
- Benefits: Supportive environment with opportunities for career growth.
- Why this job: Kickstart your career in finance while gaining valuable experience.
- Qualifications: Experience in Financial Services administration; working towards Diploma in Financial Planning preferred.
- Other info: Great opportunity to develop skills in a collaborative team.
The predicted salary is between 30000 - 42000 £ per year.
A financial planning firm in Liverpool is seeking an IFA Administrator to support Financial Advisors with compliance and client administration. The ideal candidate will have experience in Financial Services administration and preferably be working towards their Diploma in Financial Planning.
Duties include managing client information and producing reports for the Financial Advisors. This is a great opportunity for those looking to further their career within a supportive environment.
IFA Admin & Compliance Specialist in Liverpool employer: Prestige Recruitment Group
Contact Detail:
Prestige Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin & Compliance Specialist in Liverpool
✨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 interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their needs, especially in compliance and client administration. We want to see that you’re genuinely interested!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your experience in financial services and how it relates to the role of an IFA Administrator.
✨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 the initiative to connect directly with us.
We think you need these skills to ace IFA Admin & Compliance Specialist in Liverpool
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 IFA Admin & Compliance Specialist, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can support our Financial Advisors. We love seeing genuine enthusiasm for the role.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant experience or training you have in this area. We’re looking for someone who understands the importance of compliance in financial services.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the position. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Prestige Recruitment Group
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and compliance regulations. Being able to discuss these topics confidently will show the interviewers that you’re serious about the role and understand the industry.
✨Showcase Your Admin Skills
Prepare examples of how you've successfully managed client information and produced reports in previous roles. Highlighting your organisational skills and attention to detail will be key, as these are crucial for an IFA Administrator.
✨Demonstrate Your Commitment to Learning
Since the ideal candidate is working towards their Diploma in Financial Planning, be ready to talk about your progress and future goals. This shows that you’re proactive about your professional development and committed to advancing your career.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to compliance and how they support their Financial Advisors. This not only demonstrates your interest in the role but also helps you gauge if the company culture aligns with your career aspirations.
