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- Tasks: Support Financial Advisers with client services in investments, pensions, and estate planning.
- Company: Join a local Independent Financial Adviser known for promoting from within.
- Benefits: Enjoy a salary up to £32,000, 25 days leave, study support, and life assurance.
- Why this job: Gain exposure to financial planning while developing your career in a supportive environment.
- Qualifications: Strong customer service skills and experience in financial planning are essential.
- Other info: Opportunity for sponsorship through financial planning exams from day one.
The predicted salary is between 26000 - 32000 £ per year.
IFA Administrator Location – Winscombe, North Somerset Salary: £26,000 – £32,000 Duration: Permanent, Full time We are working with a local Independent Financial Adviser based in Winscombe who are looking to bring on an IFA Administrator to join their growing team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Estate Planning and Protection cases. The firm has a track record of promoting from within and there will be opportunity to be sponsored through financial planning exams and be exposed to other areas of the business from day one.. What’s on offer? Salary up to £32,000 25 days annual leave + Bank Holidays Study support and sponsorship Life Assurance and Group income protection Pension with option for salary sacrifice IFA Administrator Requirements: Strong Customer Services Delivery Experience working within a Financial Planning environment Organised and Good Administration Skills What’s Next? If you are interested in the IFA Administrator position apply now and one of our consultants will reach out within 24 hours if you match the requirements. IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration …
IFA Administrator employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the key areas of financial planning, such as investments, pensions, and estate planning. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight any previous customer service experience you have, especially in a financial context. Be ready to share specific examples of how you've provided excellent service to clients.
✨Tip Number 3
Showcase your organizational skills by discussing any tools or methods you use to manage tasks effectively. This could include software you've used or personal strategies that keep you on track.
✨Tip Number 4
Research the company culture and values of the Independent Financial Adviser you're applying to. Tailoring your conversation to align with their ethos can make a strong impression during your discussions.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, such as customer service delivery and administration skills.
Tailor Your CV: Customize your CV to highlight relevant experience in financial planning and administration. Emphasize any previous roles where you provided customer service or worked closely with financial advisers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your organizational skills and ability to work in a financial planning environment.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for an IFA Administrator.
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Showcase Your Customer Service Skills
Since the role emphasizes strong customer service delivery, be prepared to share specific examples of how you've successfully handled client interactions in the past. Highlight your ability to resolve issues and maintain a positive relationship with clients.
✨Demonstrate Your Financial Planning Knowledge
Familiarize yourself with key concepts in investments, pensions, and estate planning. During the interview, mention any relevant experience or knowledge you have in these areas to show that you're ready to contribute from day one.
✨Emphasize Your Organizational Skills
The job requires good administration skills, so be ready to discuss how you manage your time and prioritize tasks. Share examples of how you've kept projects organized and met deadlines in previous roles.
✨Express Your Willingness to Learn
Since the firm offers study support and sponsorship for financial planning exams, express your enthusiasm for professional development. Talk about your career goals and how this position aligns with your desire to grow within the financial planning field.
