Hybrid IFA Admin | Financial Services Support Specialist in Liverpool
Hybrid IFA Admin | Financial Services Support Specialist

Hybrid IFA Admin | Financial Services Support Specialist in Liverpool

Liverpool Full-Time 24000 - 30000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support clients and colleagues by managing information and conducting financial analyses.
  • Company: Reputable financial planning firm based in Liverpool.
  • Benefits: Competitive salary, hybrid work, and generous holiday benefits.
  • Why this job: Join a dynamic team and enhance your skills in financial services.
  • Qualifications: Experience in administration within financial services is preferred.
  • Other info: Great opportunity for career growth in a supportive environment.

The predicted salary is between 24000 - 30000 £ per year.

A reputable financial planning firm based in Liverpool seeks an experienced IFA Administrator to provide essential support to clients and colleagues. The position involves managing client information, conducting financial analyses, and ensuring a high-quality service experience.

With a competitive salary range of £24,000 to £30,000, this role offers a hybrid work arrangement and generous holiday benefits. Candidates with administrative experience in financial services are encouraged to apply.

Hybrid IFA Admin | Financial Services Support Specialist in Liverpool employer: Search

Join a reputable financial planning firm in Liverpool that values its employees and fosters a supportive work culture. With a competitive salary, hybrid working options, and generous holiday benefits, this role not only offers a chance to excel in your career but also provides opportunities for personal growth and development within the financial services sector.
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Contact Detail:

Search Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Hybrid IFA Admin | Financial Services Support Specialist in Liverpool

✨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 interviews by researching the company and its values. Tailor your responses to show how your experience as an IFA Administrator aligns with their needs. We want to see you shine!

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your skills in managing client information and conducting financial analyses.

✨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 Admin | Financial Services Support Specialist in Liverpool

Client Information Management
Financial Analysis
High-Quality Service Delivery
Administrative Experience in Financial Services
Attention to Detail
Communication Skills
Organisational Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in financial services. We want to see how your skills align with the IFA Administrator role, so don’t be shy about showcasing your administrative prowess!

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 team and how your background can help us provide top-notch support to our clients.

Showcase Your Attention to Detail: In financial services, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on!

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, we love seeing applications come in through our own platform!

How to prepare for a job interview at Search

✨Know Your Financial Services

Make sure you brush up on your knowledge of financial services and the role of an IFA Administrator. Familiarise yourself with common financial terms and processes, as well as the specific services the firm offers. This will show that you're not just interested in the job, but that you understand the industry.

✨Showcase Your Administrative Skills

Prepare examples from your past experience that highlight your administrative skills, especially in a financial context. Think about how you've managed client information or conducted analyses before. Be ready to discuss how these experiences can translate into success in this new role.

✨Emphasise Client Service Experience

Since this role involves ensuring a high-quality service experience, be prepared to talk about how you've provided excellent customer service in previous positions. Share specific instances where you went above and beyond for clients, as this will demonstrate your commitment to client satisfaction.

✨Ask Insightful Questions

At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the firm's approach to client management, or how they measure success in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Hybrid IFA Admin | Financial Services Support Specialist in Liverpool
Search
Location: Liverpool
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  • Hybrid IFA Admin | Financial Services Support Specialist in Liverpool

    Liverpool
    Full-Time
    24000 - 30000 £ / year (est.)
  • S

    Search

    50-100
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