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For Companies At a Glance
- Tasks: Support financial advisers with client reports and file preparation.
- Company: Established financial services practice in Preston with a supportive team.
- Benefits: Attractive salary, career progression, and a dynamic work environment.
- Why this job: Join a reputable firm and enhance your skills in finance and client support.
- Qualifications: 2+ years in financial services and knowledge of pensions and investments.
- Other info: Proactive individuals will thrive in this organised and collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
A well-established financial services practice in Preston is looking for an experienced IFA Administrator to join its team. The candidate will support advisers with various tasks including suitability reports and client file preparation.
Familiarity with pensions, investments, ISAs, and protection is essential, along with at least 2 years’ experience in financial services. The ideal applicant will be organised and proactive, with advantageous knowledge of Intelligent Office and Selectapension.
Attractive salary range is offered along with career progression opportunities.
IFA Administrator: Pensions, Investments & Client Support in Preston employer: Prestige Recruitment Group
Contact Detail:
Prestige Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator: Pensions, Investments & Client Support in Preston
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about pensions and investments. A friendly chat can lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelligent Office and Selectapension. We all know that being familiar with the tools of the trade can set you apart from other candidates.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed client files or prepared reports efficiently. This will demonstrate your proactive approach and fit for the role.
✨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 Administrator: Pensions, Investments & Client Support in Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially with pensions and investments. We want to see how your skills match the role, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the IFA Administrator role. Mention your familiarity with tools like Intelligent Office and Selectapension, and how you can support our advisers effectively.
Show Off Your Organisational Skills: As an IFA Administrator, being organised is key. In your application, give examples of how you've managed multiple tasks or projects efficiently. We love to see proactive candidates who can keep things running smoothly!
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 don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Prestige Recruitment Group
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, ISAs, and protection. Familiarity with these topics will not only help you answer questions confidently but also show that you're serious about the role.
✨Showcase Your Experience
With at least 2 years in financial services, be ready to discuss specific examples from your past roles. Highlight how you've supported advisers, prepared client files, or created suitability reports to demonstrate your hands-on experience.
✨Get Familiar with the Tools
If you know Intelligent Office and Selectapension, great! If not, take some time to learn the basics. Being able to talk about these tools during your interview will show that you're proactive and ready to hit the ground running.
✨Be Organised and Proactive
During the interview, convey your organisational skills and proactive approach. You might want to prepare a few questions about the team’s workflow or how they manage client files, which will reflect your readiness to contribute effectively.
