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- Tasks: Join a busy team supporting high billing Advisers and manage client portfolios.
- Company: A vibrant and successful London wealth management business with a strong reputation.
- Benefits: Enjoy hybrid working, personal development plans, study support, and a sociable environment.
- Why this job: Great opportunity for career progression into Paraplanning in a supportive team culture.
- Qualifications: Ideal for experienced IFA Administrators with 18 months’ experience and R0 success.
- Other info: Full structured mentoring and learning programs available for all staff.
The predicted salary is between 19800 - 46200 £ per year.
IFA ADMINISTRATOR ( route to Paraplanner)
London
to £33k, great benefits package includes hybrid working, personal development plan, season ticket loan, study support, career progression, sociable environment.
Excellent opening for an experienced IFA Administrator looking to join a busy team with the opportunity to progress their career into Paraplanning. My Client is vibrant and very successful London wealth management business ad due to their reputation and further growth are looking to offer this new opportunity to a talented career focussed individual.
Opportunity Highlights
** Join the team which supports several high billing Advisers
** Very interesting portfolio of HNW Clients
** Varied role includes processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.
** As you progress you will have the opportunity to start writing suitability letters with exposure to technical queries.
** Opportunity to progress towards paraplanning
** Full Study support offered
** Join a very sociable team of likeminded professionals offering a great work/life balance
** Will suit either an experienced IFA Administrator looking to progress into Paraplanning with c 18 months’ experience and evidence of R0 success
** Full structured mentoring and learning programmes for all staff.
** Excellent list of benefits
Please contact Camilla Howden at to discuss this role in greater detail
Wealth Management Administrator employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarize yourself with the specific responsibilities of an IFA Administrator. Understanding tasks like processing new business, maintaining compliance, and managing client reviews will help you speak confidently about your relevant experience during the interview.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with others who can provide insights into the role and potentially refer you to opportunities within their organizations.
✨Tip Number 3
Highlight your career progression aspirations. Since this role offers a route to Paraplanning, make sure to express your interest in advancing your career and how you plan to leverage the study support provided by the company.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Being able to articulate why you want to work in a sociable environment and how you align with their mission can set you apart from other candidates.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. Focus on relevant skills such as compliance, client management, and any experience with high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your career goals, particularly your interest in progressing to Paraplanning, and how this position aligns with those goals.
Highlight Relevant Experience: When detailing your work history, emphasize your experience with processing new business, managing client reviews, and any exposure to writing suitability letters or handling technical queries.
Showcase Your Soft Skills: Since the role involves working in a sociable team environment, highlight your interpersonal skills, ability to work collaboratively, and any experience you have in a busy team setting.
How to prepare for a job interview at Financial Divisions
✨Show Your Knowledge of Wealth Management
Make sure to brush up on your understanding of wealth management principles and practices. Be prepared to discuss how you can support high billing advisers and manage a portfolio of high-net-worth clients.
✨Highlight Your Experience with Compliance and Administration
Since the role involves maintaining compliance and processing new business, be ready to share specific examples from your past experience that demonstrate your attention to detail and organizational skills.
✨Express Your Career Aspirations
This position offers a route to paraplanning, so it's important to communicate your career goals. Discuss your interest in progressing to paraplanning and how you plan to leverage the study support offered.
✨Demonstrate Teamwork and Sociability
The company values a sociable environment, so be sure to convey your ability to work well in a team. Share experiences where you've collaborated effectively with colleagues or contributed to a positive workplace culture.
