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- Tasks: Manage client advice processes and prepare meeting packs for Financial Advisers.
- Company: National IFA firm with a focus on client service excellence.
- Benefits: Salary between £26,000 to £32,000, discretionary bonus, and hybrid working options.
- Why this job: Join a dynamic team and enhance your skills in financial services.
- Qualifications: Experience in financial services administration and keen attention to detail.
- Other info: Opportunity for growth in a supportive and flexible work environment.
The predicted salary is between 26000 - 32000 £ per year.
A national IFA firm is seeking an IFA Client Services Associate to manage the advice process between Financial Advisers, Paraplanners, and clients. This role involves preparing client meeting packs, ensuring data accuracy, and communicating with various providers.
Candidates should have experience in financial services administration and possess strong attention to detail.
The position offers a salary ranging from £26,000 to £32,000, along with benefits including a discretionary bonus and hybrid working after competency sign off.
Hybrid IFA Client Services Specialist Growth & Process in St Helens employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid IFA Client Services Specialist Growth & Process in St Helens
✨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 the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of the advice process. Familiarise yourself with how Financial Advisers and Paraplanners work together, and be ready to discuss how you can contribute to that dynamic.
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've ensured data accuracy in previous roles. This will demonstrate that you’re the right fit for managing client meeting packs and communications.
✨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 Hybrid IFA Client Services Specialist Growth & Process in St Helens
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of IFA Client Services Associate. Highlight your experience in financial services administration and any relevant skills that show your attention to detail. We want to see how you can fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Relevant Experience: When filling out your application, be sure to showcase any previous roles where you've managed processes or communicated with clients. We’re looking for candidates who can demonstrate their ability to handle the advice process effectively.
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, it shows you’re keen to join our team!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services administration. Understand the advice process and be ready to discuss how you've managed similar tasks in the past. This will show that you're not just familiar with the role but also passionate about it.
✨Attention to Detail is Key
Since this role requires a strong attention to detail, prepare examples from your previous work where your meticulousness made a difference. Whether it was ensuring data accuracy or preparing client meeting packs, having specific instances ready will highlight your skills.
✨Practice Your Communication Skills
You'll be communicating with Financial Advisers, Paraplanners, and clients, so practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your communication style and ensure you can convey information effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for managing client data, or how they measure success in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.
