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- Tasks: Support Paraplanners and Advisors with admin tasks like client reviews and compliance documentation.
- Company: Join a well-known IFA firm in Taunton, dedicated to your growth and success.
- Benefits: Enjoy a salary up to £30,000 plus bonuses, paid training, and extensive mentorship.
- Why this job: Kickstart your career in financial planning with limitless progression and a supportive culture.
- Qualifications: Recent graduates with a passion for finance and excellent customer service skills are encouraged to apply.
- Other info: Interviews are ongoing, so apply early to secure your chance!
The predicted salary is between 24000 - 36000 £ per year.
A very well-known IFA firm based in Taunton is seeking a Graduate Administrator, paying up to £30,000 plus bonus and benefits, to join the ambitious and rapidly growing team. This is a really great opportunity for a recent graduate who is looking to get into financial planning and the IFA industry. The company will take you on an extensive training programme, mapping out your career from the ground up to help you build the foundations to a successful career.
You will be trained to support the Paraplanner and Advisors in the business with all of the administration tasks, but progression will be limitless going forwards. Duties will include the following:
- Client Reviews
- Processing of new business
- Preparation of Compliance/Provider documentation
- Fund Switches
- Plan Withdrawals
- Obtaining fund values from Provider
- Answering client queries
The ideal candidate will be looking to have a successful career within the Financial services industry and will be looking to join a growing company that will provide that support. The company really are investing in their people with paid training, extensive mentorship and career planning. The ideal candidate will be a real go-getter, have an eye for detail, excellent customer service skills and a want to be in the financial industry!
If this is you, please apply! This is an amazing opportunity for a recent graduate to join a great company that is going to grow and develop your career!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
IFA Administrator employer: Tate West End Temp
Contact Detail:
Tate West End Temp Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Research the IFA industry and the specific firm you're applying to. Understanding their values, services, and recent developments will help you engage in meaningful conversations during interviews and show your genuine interest.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities within the company.
✨Tip Number 3
Prepare for common interview questions related to client service and administration tasks. Practising your responses will help you articulate your skills and experiences effectively, making a strong impression on the interviewers.
✨Tip Number 4
Demonstrate your eagerness to learn and grow within the role. Highlight any relevant coursework or projects from your studies that showcase your attention to detail and customer service skills, aligning them with the responsibilities of the IFA Administrator position.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the IFA Administrator role. Emphasise any customer service experience, attention to detail, and your eagerness to learn about financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry. Mention why you are interested in this specific role and how the company's commitment to training and mentorship aligns with your career goals.
Highlight Your Soft Skills: In your application, focus on soft skills such as communication, organisation, and problem-solving. These are crucial for supporting Paraplanners and Advisors effectively.
Show Enthusiasm for Growth: Express your desire for professional development in your application. Mention how you are excited about the extensive training programme and the potential for career progression within the company.
How to prepare for a job interview at Tate West End Temp
✨Research the Company
Before your interview, take some time to learn about the IFA firm. Understand their values, services, and recent developments in the financial planning sector. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare for Common Questions
Anticipate questions related to your motivation for joining the financial services industry and your understanding of the role. Be ready to discuss your skills, particularly those related to attention to detail and customer service, as these are crucial for an IFA Administrator.
✨Show Enthusiasm for Learning
Since this position involves extensive training, express your eagerness to learn and grow within the company. Highlight any relevant coursework or experiences that demonstrate your commitment to developing a career in financial planning.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the training programme, mentorship opportunities, and potential career paths within the company. This shows that you are proactive and serious about your future with them.
