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- Tasks: Be the vital link between Financial Advisers, Paraplanners, and clients.
- Company: Join a national IFA firm with a supportive team culture.
- Benefits: Salary between £26,000 - £32,000, hybrid working, and great employee perks.
- Why this job: Make a real difference in client services while advancing your career.
- Qualifications: Experience in financial services administration and strong attention to detail.
- Other info: Enjoy excellent career progression opportunities in a dynamic environment.
The predicted salary is between 26000 - 32000 £ per year.
A national IFA firm is looking for an IFA Client Services Associate based in Talbot Green. This role involves being a crucial link between Financial Advisers, Paraplanners, and clients, ensuring accurate and timely client information.
The ideal candidate should have experience in financial services administration, demonstrate attention to detail, and enjoy preparing meeting packs.
Benefits include:
- A salary range of £26,000 - £32,000
- Hybrid working after probation
- Excellent career progression
- Various employee benefits
IFA Client Services Associate: Streamline Advisory Prep employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Services Associate: Streamline Advisory Prep
✨Tip Number 1
Network like a pro! Reach out to current or former employees of the firm on LinkedIn. A friendly chat can give us insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your financial services knowledge. We want to show that we’re not just detail-oriented but also passionate about the industry!
✨Tip Number 3
Practice common interview questions with a mate. We can nail our responses and feel more confident when discussing how we can support Financial Advisers and clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed and shows we’re serious about joining the team.
We think you need these skills to ace IFA Client Services Associate: Streamline Advisory Prep
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 an IFA Client Services Associate, so don’t be shy about showcasing your attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can be a crucial link between Financial Advisers, Paraplanners, and clients. Let us know what makes you the perfect fit!
Showcase Relevant Experience: If you've prepared meeting packs or worked closely with clients before, make sure to mention that! We love candidates who can demonstrate their ability to handle client information accurately and efficiently.
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 regarding your application status!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and the role of an IFA Client Services Associate. Understand the key terms and processes involved, as this will help you communicate effectively with Financial Advisers and Paraplanners during the interview.
✨Showcase Your Attention to Detail
Prepare examples from your past experience that highlight your attention to detail. Whether it’s ensuring accurate client information or preparing meeting packs, be ready to discuss how your meticulous nature has positively impacted your previous roles.
✨Demonstrate Your Communication Skills
Since this role involves liaising between various parties, practice articulating your thoughts clearly. You might want to role-play common scenarios where you would need to convey information to clients or colleagues, showcasing your ability to bridge communication gaps.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and career progression opportunities. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
