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- Tasks: Support advisers and manage client documentation in a dynamic financial advisory firm.
- Company: Reputable financial advisory firm located in Gerrards Cross.
- Benefits: Competitive salary, workplace pension, health cash plan, and generous holiday entitlement.
- Why this job: Join a client-focused team and advance your career in the finance sector.
- Qualifications: 2+ years in an IFA role with strong organisation skills and Intelliflo proficiency.
- Other info: Great opportunities for career progression in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial advisory firm in Gerrards Cross seeks an experienced IFA Administrator to support advisers and manage client documentation.
Ideal candidates will have:
- 2+ years in an IFA role
- Strong organization skills
- Proficiency in Intelliflo
The role offers a competitive salary, career progression opportunities, and emphasizes a client-centric approach.
Benefits include:
- A workplace pension
- Health cash plan
- Generous holiday entitlement
IFA Administrator: Client Service & Compliance Pro employer: Salisbury Financial Services
Contact Detail:
Salisbury Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator: Client Service & Compliance Pro
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know about openings at firms like the one in Gerrards Cross. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, be ready to discuss your experience with Intelliflo and how you've supported advisers in the past. We want to see how you can bring value to their team.
✨Tip Number 3
Prepare for the interview by researching the firm’s client-centric approach. Think of examples from your previous roles where you’ve gone above and beyond for clients. This will show them you’re a perfect fit for their culture!
✨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: Client Service & Compliance Pro
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in an IFA role and showcases your strong organisational skills. We want to see how your background aligns with what we're looking for, so don’t be shy about emphasising your relevant experience!
Showcase Your Skills: If you’ve got proficiency in Intelliflo, let us know! Include specific examples of how you've used it in your previous roles. This will help us see how you can hit the ground running in our team.
Client-Centric Approach: Since we emphasise a client-centric approach, share any experiences where you’ve gone above and beyond for clients. We love to see candidates who understand the importance of great service!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Salisbury Financial Services
✨Know Your Stuff
Make sure you brush up on your knowledge of the IFA industry and the specific role. Familiarise yourself with Intelliflo, as being able to discuss your experience with it will show you're ready to hit the ground running.
✨Showcase Your Organisation Skills
Since strong organisation skills are a must for this role, prepare examples of how you've effectively managed client documentation in the past. Think about specific situations where your organisational abilities made a difference.
✨Client-Centric Mindset
This role emphasises a client-centric approach, so be ready to discuss how you've prioritised client needs in previous positions. Share stories that highlight your commitment to excellent client service.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, career progression opportunities, and how they support their advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
