Admin - Independent Financial Adviser (Ifa) in Leatherhead, Surrey

Admin - Independent Financial Adviser (Ifa) in Leatherhead, Surrey

Leatherhead +1 Full-Time 26000 - 32000 £ / year (est.) No working from home possible
TEMPLEGATE RECRUITMENT LIMITED

At a Glance

  • Tasks: Support Independent Financial Advisers with administrative tasks and client management.
  • Company: Templegate Recruitment, specialists in financial services with a supportive team.
  • Benefits: Competitive salary, generous holiday, pension contributions, and hybrid working options.
  • Other info: Enjoy a friendly work environment with opportunities for growth.
  • Why this job: Join a dynamic team and kickstart your career in the financial services industry.
  • Qualifications: Strong organisational skills and a passion for finance are essential.

The predicted salary is between 26000 - 32000 £ per year.

Location: Leatherhead, Surrey

Salary: £26,000 - £32,000 per annum (DOE)

Benefits:

  • ~20 days holiday plus bank holidays
  • ~Holiday entitlement increases with length of service
  • ~Additional Christmas office closure (not deducted from annual leave)
  • ~5% employer pension contribution
  • ~Hybrid working available after probation

Locations

LeatherheadSurrey

Admin - Independent Financial Adviser (Ifa) in Leatherhead, Surrey employer: TEMPLEGATE RECRUITMENT LIMITED

At Templegate Recruitment, we pride ourselves on being an excellent employer, offering a supportive work culture that values employee growth and well-being. Located in the picturesque Leatherhead, Surrey, our team enjoys competitive benefits including generous holiday entitlement, a 5% employer pension contribution, and the flexibility of hybrid working after probation, making it an ideal place for those seeking a meaningful career in financial services.

TEMPLEGATE RECRUITMENT LIMITED

Contact Details:

TEMPLEGATE RECRUITMENT LIMITED Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Admin - Independent Financial Adviser (Ifa) in Leatherhead, Surrey

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and the role. Familiarise yourself with Templegate Recruitment and their values, so you can show them why you're the perfect fit for their team. We want you to shine!

Tip Number 3

Practice common interview questions and answers with a friend or in front of the mirror. This will help you feel more confident and articulate when discussing your skills and experiences related to the IFA Administrator position.

Tip Number 4

Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Admin - Independent Financial Adviser (Ifa) in Leatherhead, Surrey

Administrative Skills
Financial Services Knowledge
Attention to Detail
Communication Skills
Organisational Skills
Customer Service Skills
Time Management

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight relevant experience and skills that match the job description. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background makes you a great fit. Keep it engaging and personal – we love to see your personality!

Be Clear and Concise:When filling out your application, keep your language clear and to the point. Avoid jargon unless it's relevant to the role. We appreciate straightforward communication, so make it easy for us to understand your qualifications.

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’re considered for the role. Plus, it’s super easy – just follow the prompts!

How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED

Know Your Financial Services

Make sure you brush up on your knowledge of the financial services industry, especially as it relates to independent financial advising. Familiarise yourself with key terms and recent trends, as this will show your potential employer that you're genuinely interested and informed.

Showcase Your Organisational Skills

As an IFA Administrator, organisation is key. Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will help demonstrate your ability to handle the demands of the role effectively.

Prepare Questions for Them

Interviews are a two-way street! Think of insightful questions to ask about the company culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.

Dress the Part

First impressions matter, so make sure you dress professionally for the interview. A smart outfit can boost your confidence and show that you take the opportunity seriously. Remember, you want to reflect the professionalism expected in the financial services sector.