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- Tasks: Manage client records and prepare files for adviser meetings.
- Company: Supportive financial advisory firm in Bristol with a community-focused culture.
- Benefits: £250 referral bonus and a collaborative work environment.
- Why this job: Join a team that values your skills and supports your growth in financial services.
- Qualifications: 1–2 years of experience in financial services administration required.
- Other info: Strong communication and organisational skills are essential.
The predicted salary is between 30000 - 42000 £ per year.
A financial advisory firm in Bristol is looking for a Financial Planning Administrator. The role requires 1–2 years of experience in financial services administration, preferably within an IFA environment. You will manage client records, prepare files for adviser meetings, and ensure compliance with regulations. Strong communication and organisational skills are crucial. The firm values a supportive, community-focused culture, and offers a £250 referral bonus for successful placements.
IFA Admin: Financial Planning & Client Care employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin: Financial Planning & Client Care
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience in IFA environments. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance regulations and client care practices. We recommend practising common interview questions with a friend to boost your confidence and communication skills.
✨Tip Number 3
Showcase your organisational skills by creating a portfolio of your past work or projects related to financial planning. This will not only impress potential employers but also give you a chance to discuss your experience in detail.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, if you refer someone who lands a job, you could snag that £250 bonus!
We think you need these skills to ace IFA Admin: Financial Planning & Client Care
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration, especially if you've worked in an IFA environment. We want to see how your skills match the role, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and client care. We love seeing genuine enthusiasm, so let us know what excites you about this opportunity.
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Keep your language clear and concise, and don’t forget to proofread for any typos or errors. We appreciate attention to detail!
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, you’ll get to explore more about our supportive culture while you’re at it!
How to prepare for a job interview at Service Care Solutions
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the specific duties of an IFA Admin. Be ready to discuss your previous experience in managing client records and preparing files for adviser meetings, as this will show you understand the role and can hit the ground running.
✨Show Off Your Organisational Skills
Prepare examples that highlight your organisational skills. Think about times when you successfully managed multiple tasks or ensured compliance with regulations. This will demonstrate your ability to thrive in a structured environment, which is key for this role.
✨Communicate Clearly and Confidently
Since strong communication skills are crucial, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being able to simplify these will impress your interviewers and show you're a good fit for their community-focused culture.
✨Research the Firm's Values
Take some time to understand the firm's community-focused culture. Be prepared to discuss how your values align with theirs and how you can contribute to their supportive environment. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.
