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- Tasks: Support financial advisers and clients while managing documentation and updates.
- Company: Dynamic financial advisory firm in the heart of London.
- Benefits: Full support for professional qualifications, flexible working, and a collaborative team environment.
- Why this job: Kickstart your finance career with industry leaders and gain valuable experience.
- Qualifications: GCSEs/A Levels or equivalent; office experience preferred.
- Other info: Enjoy a supportive culture with opportunities for personal and professional growth.
The predicted salary is between 28800 - 48000 £ per year.
My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm.
Role and Responsibilities
- Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates.
- CRM System updates - including uploading and updating client information into our system.
- Assisting in regulatory and compliance matters.
- Providing general support to senior staff and administrative team regarding cases & project work.
- Sending off paperwork to providers and chasing them for updates.
- Contacting clients to request information and providing updates.
- Analysing and summarising policy information.
- Welcoming clients & confirming meetings.
- Sending and updating LOAs.
- Working with and adhering to company and FCA policies and procedures.
Skills, Experience and Attributes Required
- Educated to GCSE's / A Levels or Equivalent.
- Some work experience within an office environment is ideal.
- Excellent telephone manner and customer service skills.
- Strong IT Skills and typing skills.
- Experienced in Word, Excel and Outlook.
- Must be able to work independently and show initiative.
- Professional manner, positive attitude and well presented.
- Be organised and proactive.
- Have an excellent work ethic.
Work Life
- Full Time.
- Monday to Thursdays office based - option to work from home on a Friday.
- Flexible start time.
- Encouragement & support towards professional qualifications and personal development for each member of their team.
- Based in prestigious London offices near the Gherkin.
- Successful team who enjoy sharing each other’s success and fostering a collaborative approach.
Finance Graduate in London employer: Shero Talent Consultancy
Contact Detail:
Shero Talent Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Graduate in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend events, and don’t be shy about asking for informational interviews. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and even role-playing with a friend. The more prepared you are, the more confident you’ll feel when it’s time to shine!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We suggest mentioning something specific from the interview to remind them of your conversation.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Finance Graduate in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior IFA Administrator role. Highlight any relevant experience, skills, and qualifications that match what we're looking for in our team. A personalised CV shows us you're genuinely interested!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and explain why you’d be a great fit for our diverse Financial Advisory team. Keep it concise but engaging – we want to see your personality!
Showcase Your Skills: In your application, don’t forget to showcase your strong IT skills and customer service experience. Mention specific tools like Word, Excel, and Outlook, as well as any office experience you have. We love seeing how you can contribute to our supportive environment!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly and ensures you’re considered for this exciting opportunity. Don’t miss out on joining our fantastic team!
How to prepare for a job interview at Shero Talent Consultancy
✨Know Your Stuff
Before the interview, make sure you understand the role of a Junior IFA Administrator. Familiarise yourself with the responsibilities listed in the job description, such as liaising with clients and updating CRM systems. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Skills
Highlight your customer service skills and IT proficiency during the interview. Be ready to share examples from your past experiences where you've demonstrated these abilities. If you've worked in an office environment before, mention specific tasks that relate to the role, like managing documentation or assisting with compliance matters.
✨Ask Smart Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about the team dynamics, opportunities for professional development, or how success is measured in the role. It shows that you're engaged and thinking about how you can contribute to the firm.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm is looking for someone enthusiastic and proactive, so be genuine in your responses. A positive attitude can go a long way in making a great impression!