At a Glance
- 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.
- Other info: Independent workload management in a supportive environment.
- 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.
The predicted salary is between 30000 - 40000 € 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 employer: Shackleton Advisers Limited
As a leading financial services advisory firm in Newcastle upon Tyne, we pride ourselves on fostering a collaborative and dynamic work culture that empowers our employees to thrive. With a strong emphasis on professional development, we offer numerous growth opportunities and support for continuous learning, ensuring that our team members can advance their careers while making a meaningful impact in the lives of our clients. Join us to be part of a supportive environment where your contributions are valued and rewarded.
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Builder Admin & Adviser Support
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in or know about the IFA market. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your organisational skills and how you've managed workloads in fast-paced environments before.
✨Tip Number 3
Don’t just apply anywhere; apply through our website! We love seeing candidates who are genuinely interested in joining our team. Tailor your approach to show us why you’d be a great fit for the Wealth Builder division.
✨Tip Number 4
Prepare for the unexpected! In interviews, be ready for scenario-based questions that test your problem-solving skills. Think of examples from your past experience where you’ve successfully handled client communications or managed submissions.
We think you need these skills to ace Wealth Builder Admin & Adviser Support
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 organisational prowess and any 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 our Wealth Builder division. Share specific examples of how you've supported advisers and managed client communications in the past.
Showcase Your Independence:Since you'll be managing your workload independently, we’d love to hear about times when you’ve taken initiative. Highlight experiences where you thrived in a fast-paced environment and how you kept everything organised.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your Financial Services
Make sure you brush up on your knowledge of the financial services industry, especially the IFA market. Familiarise yourself with common terms and processes that advisers use, as this will show your understanding and commitment to the role.
✨Showcase Your Organisational Skills
Prepare examples from your past experience where you've successfully managed multiple tasks or projects. Highlight how you prioritised your workload and maintained efficiency, as this is crucial for the fast-paced environment you'll be working in.
✨Practice Client Communication Scenarios
Since the role involves communicating with clients, think about potential scenarios you might encounter. Practise how you would handle different client queries or concerns, demonstrating your ability to communicate clearly and effectively.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask the interviewer. This could be about the team dynamics, the tools they use for managing submissions, or how success is measured in the Wealth Builder division. It shows your genuine interest in the role and the company.
