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- Tasks: Support financial planning by processing client administration and maintaining records.
- Company: A friendly financial planning firm in Guildford with a supportive team.
- Benefits: Flexible part-time hours, great team culture, and valuable experience in finance.
- Why this job: Join a mission-driven team and make a difference in clients' financial journeys.
- Qualifications: Three years of financial administration experience and a detail-oriented mindset.
- Other info: Work from 9am to 1pm, four days a week, with opportunities for growth.
The predicted salary is between 13 - 16 £ per hour.
A financial planning firm in Guildford is looking for a part-time IFA Technical Administrator to join their supportive team. The role, requiring three years of financial administration experience, includes duties such as processing client administration and maintaining records.
Working from 9am to 1pm for four days a week, the successful candidate will be pivotal in ensuring efficient client service. A detail-oriented individual who thrives in a team environment is sought to help achieve the company's mission of client-focused financial planning.
Part-Time IFA Administrator in Surrey Wealth Team in Guildford employer: Recruitment Rebellion
Contact Detail:
Recruitment Rebellion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part-Time IFA Administrator in Surrey Wealth Team in Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect part-time IFA Administrator role.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their client-focused approach. We want you to show how your experience aligns with their mission and how you can contribute to their supportive team.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you feel more confident when discussing your financial administration experience and how it relates to 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 Part-Time IFA Administrator in Surrey Wealth Team in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial administration experience and any relevant skills. We want to see how your background aligns with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our supportive team. Share your passion for client-focused financial planning and how you can contribute to our mission.
Be Detail-Oriented: Since the role requires maintaining records and processing client administration, make sure your application is free from typos and errors. We appreciate attention to detail, so let that shine through in your written application!
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 role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Recruitment Rebellion
✨Know Your Financial Stuff
Brush up on your financial administration knowledge before the interview. Be ready to discuss your previous experience in processing client administration and maintaining records, as this will show you understand the role and can hit the ground running.
✨Show Your Team Spirit
Since the company values a supportive team environment, be prepared to share examples of how you've worked well in teams before. Highlight any experiences where you contributed to a positive team dynamic or helped colleagues achieve their goals.
✨Attention to Detail is Key
As a detail-oriented individual, you should demonstrate your ability to manage records accurately. Bring up specific instances where your attention to detail made a difference in your previous roles, whether it was catching an error or streamlining a process.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's mission and how they approach client-focused financial planning. This shows your genuine interest in the role and helps you assess if the company aligns with your values.
