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- Tasks: Support Financial Advisers and clients by managing applications and ensuring compliance.
- Company: International Wealth Management business with a strong focus on teamwork.
- Benefits: Training provided, flexible hours, and opportunities for career growth.
- Why this job: Join a dynamic team and kickstart your career in Wealth Management.
- Qualifications: Recent graduates or those with experience in financial services are welcome.
- Other info: Office-based role with a friendly atmosphere and room for professional development.
The predicted salary is between 30000 - 42000 £ per year.
An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support the Advisers and their clients. To be considered for this role you could be a recent graduate in a relevant subject, or have some current experience supporting in the financial services sector. Training will be provided to the right candidate.
The role will assist in submitting all new business applications to providers, monitoring progress, and auditing documents from the adviser to ensure they meet compliance requirements. This position requires strong communication and relationship building skills as you'll work with clients to ensure a first-class journey and liaise with providers and trustees to ensure the smooth progress of applications.
This is an office-based role working 7 hours a day Monday to Friday, and there is some flex on the start time.
The Administrator will have:
- Strong attention to detail and up to date systems skills
- Professional written and verbal communication skills
- The ability to adhere to administrative systems, policies, and procedures
- Keenness to actively learn and complete training to satisfy compliance requirements and improve knowledge.
The business is expanding and offers potential for career growth in this exciting area of Wealth Management. If you're looking to work in a friendly, dynamic team where you can develop your financial services experience please apply.
Locations
IFA Admin Support in Farnham, Surrey employer: Venus Recruitment Limited
Contact Detail:
Venus Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin Support in Farnham, Surrey
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show us you’re genuinely interested in the role and how you can contribute to their team. Tailor your answers to highlight your people skills and attention to detail.
✨Tip Number 3
Practice your communication skills! Whether it’s through mock interviews or casual conversations, being able to articulate your thoughts clearly will set you apart. Remember, this role is all about building relationships!
✨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 with us directly.
We think you need these skills to ace IFA Admin Support in Farnham, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the IFA Admin Support role. Highlight any relevant admin experience or customer service skills, as we want to see how you can support our Advisers and clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. We love seeing enthusiasm and a bit of personality, so don’t hold back!
Show Off Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send, as this shows us you take pride in your work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture!
How to prepare for a job interview at Venus Recruitment Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the role of an IFA Admin Support. Brush up on relevant terminology and processes, especially around compliance and new business applications. This will show your enthusiasm and readiness to learn.
✨Show Off Your People Skills
Since this role involves a lot of communication with clients and advisers, be prepared to demonstrate your interpersonal skills. Think of examples from your past experiences where you've successfully built relationships or resolved conflicts. This will highlight your ability to create a first-class journey for clients.
✨Attention to Detail is Key
Given the importance of compliance in this role, be ready to discuss how you ensure accuracy in your work. Bring up any experiences where your attention to detail made a difference, whether in previous jobs or during your studies. This will reassure them that you can handle the auditing aspect of the position.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, training opportunities, and career growth. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you. Plus, it leaves a positive impression!
