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- Tasks: Support Financial Advisers and clients by managing applications and ensuring compliance.
- Company: International Wealth Management business with a friendly, dynamic team.
- Benefits: Training provided, flexible start times, and potential for career growth.
- Why this job: Join a growing industry and develop your skills in financial services.
- Qualifications: Recent graduates or those with experience in financial services are welcome.
- Other info: Strong communication skills and attention to detail are essential.
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.
IFA Admin Support in Farnham employer: Venus Recruitment Ltd
Contact Detail:
Venus Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin Support in Farnham
✨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 success. Tailor your answers to highlight your people skills and attention to detail.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and providers, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence.
✨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 IFA Admin Support in Farnham
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 experience in administration or financial services, and don’t forget to showcase your people skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background makes you a great fit. Keep it professional but let your personality come through.
Showcase 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 – it shows you care about quality!
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 this exciting opportunity in Wealth Management!
How to prepare for a job interview at Venus Recruitment Ltd
✨Know Your Stuff
Before the interview, brush up on the basics of wealth management and financial services. Familiarise yourself with common terms and processes, especially those related to new business applications and compliance. This will show your potential employer that you're genuinely interested in the role and ready to hit the ground running.
✨Show Off Your People Skills
Since this role involves a lot of communication with clients and advisers, be prepared to demonstrate your people skills. Think of examples from your past experiences where you successfully built relationships or resolved conflicts. This will help you stand out as someone who can provide that first-class journey for clients.
✨Attention to Detail is Key
Given the importance of compliance in this role, make sure to highlight your attention to detail during the interview. You could mention specific instances where your meticulous nature helped avoid mistakes or improved processes. This will reassure them that you can handle the auditing and documentation aspects of the job.
✨Be Ready to Learn
The company is looking for someone keen to learn and grow. During the interview, express your enthusiasm for training and development opportunities. Share any relevant experiences where you took the initiative to learn something new, as this will show that you're adaptable and eager to improve your skills in the financial services sector.
