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- Tasks: Support financial advisers and manage client communications in a dynamic team.
- Company: A leading financial advisory firm based in Hove.
- Benefits: Collaborative environment with opportunities for project involvement and career growth.
- Other info: Engage in diverse projects while enhancing your administrative expertise.
- Why this job: Join a passionate team and make a difference in clients' financial journeys.
- Qualifications: Minimum three years in the IFA market with strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
A financial advisory firm in Hove is seeking a Home Administrator for the Wealth Builder team. The role involves providing administrative support to advisers, processing new business submissions, and managing client communication.
Candidates should have at least three years of experience in the IFA market and possess excellent organizational and interpersonal skills. This position offers the opportunity to work closely with a dynamic team and includes ad hoc project involvement.
Wealth Builder Admin Pro - Back-Office & Client Support 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 Pro - Back-Office & Client Support
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world and let them know you're on the hunt for a role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your experience in the IFA market can add value to their Wealth Builder team.
✨Tip Number 3
Show off your organisational skills! During interviews, be ready to discuss specific examples of how you've managed client communication or processed new business submissions in your previous roles.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed by the right people. Plus, it shows you're serious about joining our dynamic team.
We think you need these skills to ace Wealth Builder Admin Pro - Back-Office & Client 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 and interpersonal skills!
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 Wealth Builder team. Share specific examples of your past experiences that relate to the job description.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since this role involves managing client communication.
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 any important updates from our team!
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. Understand the key trends and challenges in the financial advisory sector, as well as the specific services offered by the firm. This will show that you're not just a candidate, but someone genuinely interested in the role.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise work and ensure deadlines are met, as this will resonate well with the interviewers.
✨Communicate Effectively
As client communication is a big part of the job, practice articulating your thoughts clearly and confidently. You might want to role-play common scenarios you could face in the role, such as handling client queries or processing submissions, to demonstrate your interpersonal skills.
✨Be Ready for Team Dynamics
Since you'll be working closely with a dynamic team, think about how you can contribute to that environment. Prepare to discuss your experiences working in teams, how you handle conflicts, and your approach to collaboration. This will help you stand out as a team player who fits well within their culture.