Client-Focused IFA & Mortgage Admin Pro in Ashton-under-Lyne

Client-Focused IFA & Mortgage Admin Pro in Ashton-under-Lyne

Ashton-under-Lyne Full-Time 49500 - 60500 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support a Mortgage Adviser and paraplanning team by handling client enquiries and preparing documentation.
  • Company: Join Blackdown Financial, a supportive independent Financial Adviser and Mortgage Adviser in Taunton.
  • Benefits: Full-time maternity cover with potential extension in a client-focused environment.
  • Other info: Opportunity for growth in a dynamic and professional setting.
  • Why this job: Make a difference in clients' lives while developing your skills in finance and administration.
  • Qualifications: Strong organisation, attention to detail, and excellent communication skills required.

The predicted salary is between 49500 - 60500 £ per year.

Blackdown Financial, an independent Financial Adviser and Mortgage Adviser based in Taunton, seeks an IFA & Mortgage Administrator to support a Mortgage Adviser and paraplanning team.

You will handle client enquiries, prepare documentation, and maintain systems to deliver a professional client experience.

The role requires organisation, attention to detail, and excellent communication.

It is a full-time maternity cover with potential extension, offering a supportive, client-focused environment.

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Client-Focused IFA & Mortgage Admin Pro in Ashton-under-Lyne employer: Somerset Chamber

Blackdown Financial is an excellent employer, offering a supportive and client-focused work environment in the heart of Taunton. Employees benefit from a culture that prioritises professional development and teamwork, ensuring that you can grow your skills while contributing to meaningful client relationships. With a commitment to excellence and a potential for role extension, this position provides a rewarding opportunity for those looking to make a difference in the financial advisory sector.

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Contact Details:

Somerset Chamber Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client-Focused IFA & Mortgage Admin Pro in Ashton-under-Lyne

Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Somerset Chamber. You never know who might be your next boss or a crucial contact!

Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Somerset Chamber.

Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Somerset Chamber. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Client-Focused IFA & Mortgage Admin Pro in Ashton-under-Lyne

Client Enquiry Handling
Documentation Preparation
System Maintenance
Organisation Skills
Attention to Detail
Communication Skills
Client-Focused Approach

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Somerset Chamber and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Somerset Chamber how you can be a team player!

How to prepare for a job interview at Somerset Chamber

Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Somerset Chamber.

Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

Connect with Company Goals

Familiarise yourself with Somerset Chamber's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!