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- Tasks: Process new business applications and prepare client meeting materials.
- Company: Dynamic financial planning firm in Manchester with an experienced team.
- Benefits: Supportive work environment and opportunities for personal development.
- Why this job: Join a team where your skills make a real difference in financial planning.
- Qualifications: Experience in financial planning administration and knowledge of Intelligent Office.
- Other info: Great chance to grow your career in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in Manchester seeks a Senior IFA Administrator to join their experienced team. The role involves processing new business applications, preparing client meeting materials, and serving as a contact for financial planners and clients.
Candidates should have essential experience in financial planning administration and familiarity with platforms like Intelligent Office. This position offers a supportive working environment and opportunities for personal development.
Senior IFA Administrator - Elite Financial Planning Support in Manchester employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - Elite Financial Planning Support in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Senior IFA Administrator role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of platforms like Intelligent Office. Being able to discuss your experience confidently will show potential employers that you’re ready to hit the ground running.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website for a smoother process! We’ve got all the resources you need to make your application stand out, so take advantage of it and let us help you land that dream job in financial planning.
We think you need these skills to ace Senior IFA Administrator - Elite Financial Planning Support in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning administration. We want to see how your skills align with the role, so don’t be shy about showcasing your familiarity with platforms like Intelligent Office.
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 team and how your background can contribute to our supportive working environment. Keep it engaging and personal!
Showcase Relevant Experience: When filling out your application, focus on your previous roles that relate directly to the Senior IFA Administrator position. We love seeing specific examples of how you've processed new business applications or prepared client meeting materials.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge, especially around administration processes. Familiarise yourself with platforms like Intelligent Office, as being able to discuss your experience with these tools will show you're ready to hit the ground running.
✨Prepare Client Meeting Materials
Since the role involves preparing client meeting materials, practice how you would present this information. Think about what key details financial planners and clients would need, and be ready to discuss how you would approach this task in your previous roles.
✨Show Your Team Spirit
This position is all about supporting an experienced team, so be prepared to talk about your collaborative experiences. Share examples of how you've worked well with others in the past, and how you can contribute to a supportive working environment.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to personal development or how they support their staff. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
