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- Tasks: Support Financial Advisers and Paraplanners with technical tasks in investments and pensions.
- Company: Dynamic financial services recruitment agency based in Reading.
- Benefits: Salary up to £34,000, annual leave, bonuses, study support, and enhanced pension.
- Why this job: Kickstart your career in finance while gaining valuable qualifications and experience.
- Qualifications: Strong customer service and admin skills; willingness to pursue Level 4 diploma in Financial Planning.
- Other info: Great opportunity for growth in a supportive environment.
The predicted salary is between 24000 - 34000 £ per year.
A financial services recruitment agency in Reading is seeking an IFA Administrator to support Financial Advisers and Paraplanners. The role offers the opportunity to work on technical tasks including investments and pensions while also providing administrative support.
Ideal candidates will have strong customer service and administrative skills and a willingness to pursue a Level 4 diploma in Financial Planning.
The position includes a salary of up to £34,000 and excellent benefits such as annual leave, a bonus, study support, and an enhanced pension.
IFA Administrator — Study Support & Paraplanning Growth employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator — Study Support & Paraplanning Growth
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work as IFA Administrators or Paraplanners. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you'll be dealing with investments and pensions, make sure you can confidently discuss these topics. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team at StudySmarter.
We think you need these skills to ace IFA Administrator — Study Support & Paraplanning Growth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your customer service and administrative skills. We want to see how your experience aligns with the role of IFA Administrator, so don’t be shy about showcasing relevant tasks you've handled.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the position and how your background makes you a great fit for supporting Financial Advisers and Paraplanners. Keep it engaging and personal!
Show Your Willingness to Learn: Since we’re looking for someone keen on pursuing a Level 4 diploma in Financial Planning, make sure to mention your enthusiasm for professional development. We love candidates who are eager to grow and learn with us!
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 don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Financial Stuff
Brush up on your knowledge of investments and pensions. Familiarise yourself with common financial terms and concepts, as this will show your potential employer that you're serious about the role and ready to support Financial Advisers and Paraplanners effectively.
✨Show Off Your Customer Service Skills
Prepare examples of how you've provided excellent customer service in previous roles. Think about specific situations where you went above and beyond to help a client or resolved a tricky issue. This will demonstrate your ability to handle client interactions professionally.
✨Be Ready to Discuss Your Administrative Experience
Have concrete examples of your administrative skills at the ready. Whether it's managing schedules, handling paperwork, or using software tools, be prepared to discuss how your experience aligns with the needs of the IFA Administrator role.
✨Express Your Willingness to Learn
Since the role encourages pursuing a Level 4 diploma in Financial Planning, make sure to express your enthusiasm for further education. Talk about any relevant courses or training you've completed and how you plan to continue developing your skills in the financial services sector.
