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- Tasks: Provide essential admin support to advisers and manage client communication.
- Company: Dynamic financial services firm in the UK with a collaborative environment.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Why this job: Join a vital role in a thriving firm and make a real difference.
- Qualifications: Minimum two years in the IFA market and strong interpersonal skills.
- Other info: Be part of an exciting migration project and work with a large team.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in the United Kingdom is looking for an Administrator to provide essential administrative support to advisers and the Operations Manager. This role involves processing new business submissions, managing client communication, and contributing to a migration project.
Candidates should have a minimum of two years in the IFA market, demonstrate excellent interpersonal skills, and be able to work both independently and within a large team.
To apply, please send your CV to hr@shackletonadvisers.co.uk.
IFA Admin & Operations Specialist employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin & Operations Specialist
✨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. Sometimes, it's all about who you know, and a friendly nudge can lead to a great job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine, so practice common interview questions and think about how your experience aligns with the role of an IFA Admin & Operations Specialist.
✨Tip Number 3
Show off your skills! If you've got experience with client communication or project management, be ready to discuss specific examples. We love hearing about how you've made a difference in previous roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals to join our team, so make sure you stand out!
We think you need these skills to ace IFA Admin & Operations Specialist
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!
Show Off Your Interpersonal Skills: Since this role involves a lot of client communication, we recommend you include examples of how you've successfully interacted with clients or colleagues in the past. It’s all about making those connections!
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to read and get straight to the point. No fluff, just the good stuff!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
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, especially around new business submissions and client communication. This will show that you're not just familiar with the role but also passionate about the industry.
✨Showcase Your Interpersonal Skills
Since this role requires excellent interpersonal skills, think of examples from your past experiences where you've successfully communicated with clients or worked within a team. Be ready to discuss how you handle difficult conversations or resolve conflicts, as this will highlight your ability to thrive in a collaborative environment.
✨Demonstrate Your Independence
While teamwork is important, this position also requires you to work independently. Prepare to share instances where you've taken initiative or managed tasks without direct supervision. This will reassure the interviewers that you can handle responsibilities on your own while still being a team player.
✨Prepare for the Migration Project Discussion
Since you'll be contributing to a migration project, it’s wise to research what such projects typically involve. Think about any relevant experience you have and be prepared to discuss how you can contribute to the success of this project. Showing that you understand the challenges and opportunities involved will set you apart.
