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- Tasks: Provide admin support to advisers and manage client communications.
- Company: Dynamic financial services advisory firm in Newcastle upon Tyne.
- Benefits: Competitive salary and opportunities for professional growth.
- Why this job: Join a fast-paced team and make a difference in clients' financial journeys.
- Qualifications: 3+ years in the IFA market and strong organisational skills.
- Other info: Independent workload management in a supportive environment.
The predicted salary is between 25000 - 32000 £ per year.
A financial services advisory firm located in Newcastle upon Tyne is seeking an Administrator for the Wealth Builder division. The role involves providing administrative support to advisers, managing submissions to provider platforms, and communicating with clients.
Ideal candidates will have at least 3 years of experience in the IFA market and strong organizational skills. You will be expected to manage your workload independently within a fast-paced team environment.
Wealth Builder Admin & Adviser Support in Newcastle upon Tyne employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Builder Admin & Adviser Support in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about the IFA market. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the Wealth Builder division. Understand their services and how you can support advisers effectively. We want you to shine when discussing your organisational skills and experience!
✨Tip Number 3
Showcase your independence! During interviews, share examples of how you've managed your workload in fast-paced environments. We love candidates who can juggle tasks and keep everything running smoothly.
✨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 on the lookout for passionate individuals ready to join our team.
We think you need these skills to ace Wealth Builder Admin & Adviser Support in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the IFA market and showcases your organisational skills. We want to see how your background aligns with the role, so don’t be shy about emphasising relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Wealth Builder division and how you can contribute to our team. Keep it concise but engaging – we love a bit of personality!
Showcase Your Communication Skills: Since the role involves communicating with clients, make sure your application reflects your strong communication skills. Whether it’s through clear writing or examples of past interactions, we want to see that you can connect effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of the IFA market. Familiarise yourself with common practices, key players, and recent trends. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Organisational Skills
Since the job requires strong organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and keep everything on track.
✨Client Communication is Key
As you'll be communicating with clients, think about how you can convey your communication style. Prepare to share examples of how you've effectively handled client queries or built relationships in previous roles. This will highlight your ability to connect with clients.
✨Be Ready for a Fast-Paced Environment
The role involves working in a fast-paced team, so be prepared to discuss how you thrive under pressure. Share specific instances where you've successfully adapted to changing priorities or tight deadlines, showcasing your resilience and flexibility.