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- Tasks: Provide essential admin support to financial advisers and prepare client valuations.
- Company: Dynamic financial advisory firm based in Birmingham.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a thriving team and make a real difference in clients' financial journeys.
- Qualifications: Minimum 2 years in the IFA market with strong communication skills.
- Other info: Great opportunity for career advancement in a fast-paced environment.
The predicted salary is between 28800 - 43200 £ per year.
A financial advisory firm in Birmingham seeks an Administrator to provide essential administrative support to Advisers and the Operations Manager. Candidates should have at least 2 years of experience in the IFA market, excellent interpersonal and communication skills, and the ability to organise their own workload effectively.
Responsibilities include:
- Preparing client valuations
- Updating client data
- Supporting team members in preparing for meetings
Interested candidates should apply via the provided email address.
IFA Admin & Valuations Support Specialist in Birmingham employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin & Valuations Support Specialist in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the IFA market and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of client valuations and administrative processes. We recommend practising common interview questions with a friend to boost your confidence.
✨Tip Number 3
Show off your organisational skills! When you get the chance to meet potential employers, bring examples of how you've effectively managed workloads in the past. It’ll make you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for talented individuals like you, and applying directly can give you an edge over other candidates.
We think you need these skills to ace IFA Admin & Valuations Support Specialist in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the IFA market. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the IFA Admin & Valuations Support Specialist role. We love seeing your personality come through, so keep it engaging!
Show Off Your Organisational Skills: Since the role involves managing workloads and preparing client valuations, make sure to mention any tools or methods you use to stay organised. We appreciate candidates who can demonstrate their ability to juggle tasks effectively!
Apply Through Our Website: We encourage you to apply via our website for a smoother application process. It’s the best way for us to receive your details and get to know you better, so don’t miss out on that opportunity!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your IFA Basics
Make sure you brush up on your knowledge of the Independent Financial Advice (IFA) market. Understand key terms and processes, as well as recent trends. This will show that you're not just experienced but also genuinely interested in the field.
✨Showcase Your Organisational Skills
Since the role requires effective workload management, prepare examples of how you've successfully organised tasks in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your ability to prioritise effectively.
✨Communicate Clearly and Confidently
Excellent interpersonal and communication skills are a must for this position. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using video tools to refine your delivery.
✨Prepare for Team Dynamics
As you'll be supporting Advisers and the Operations Manager, think about how you can contribute to team success. Be ready to discuss how you've collaborated with others in the past and how you can support your future colleagues in preparing for meetings.
