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- Tasks: Support clients and advisers by managing applications and ensuring compliance.
- Company: International Wealth Management business with a friendly, dynamic team.
- Benefits: Career growth opportunities, training provided, and flexible start times.
- Why this job: Join a growing team and develop your skills in financial services.
- Qualifications: Strong communication skills and attention to detail; experience in finance is a plus.
- Other info: Office-based role with a supportive environment for learning and 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 their clients and advisers. Ideally, you'll have previous experience supporting in a highly regulated environment such as financial services, but training will be provided to the right candidate.
The role will assist with 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 personal knowledge
This international 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 Administration 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 Administration 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 administration roles. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your communication skills. Practice answering common questions and think about how you can showcase your attention to detail and compliance knowledge.
✨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 role. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities in wealth management, and applying directly can give you a better chance of standing out. Plus, it’s super easy!
We think you need these skills to ace IFA Administration Support in Farnham, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience, especially in administration and any previous roles in regulated environments. We want to see how your skills align with the IFA Administration Support role!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're excited about joining our team at StudySmarter. Let us know how you can contribute to providing a first-class journey for our clients.
Showcase Your Attention to Detail: In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on!
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 shows you’re keen to join our friendly, dynamic team!
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 administrator in this field. Brush up on compliance requirements and the types of documents you'll be handling. This will show that you're proactive and genuinely interested in the position.
✨Show Off Your People Skills
Since this role involves a lot of communication with clients and advisers, practice how you can demonstrate your people skills. Think of examples from your past experiences where you've successfully built relationships or resolved issues. Be ready to share these during the interview!
✨Attention to Detail is Key
Given the nature of the job, it's crucial to highlight your attention to detail. Prepare to discuss specific instances where your meticulousness has made a difference, especially in a regulated environment. You might even want to bring a sample of your work (if applicable) to showcase your skills.
✨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 not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.
