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For Companies At a Glance
- Tasks: Support Financial Advisors and Paraplanners with admin tasks and client management.
- Company: Join a dynamic team in the financial services sector, dedicated to client success.
- Benefits: Gain valuable experience while working towards a Diploma in Financial Planning.
- Why this job: Perfect for those looking to kickstart their career in finance with hands-on experience.
- Qualifications: Experience in financial services administration is a plus; proactive mindset required.
- Other info: Opportunity to grow and learn in a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
- Career progression
- Established firm
- Exam support
Fram is excited to partner with an established Financial planning firm company based in Devon . Our client deal with HNW and they are looking for a motivated Administrator to join their Advisor Support team. This opportunity has arisen due to internal career progression where an administrator has transitioning to a paraplanning role.  If you're passionate about making a difference in the world of advice, this is an incredible opportunity to grow your career in a company committed to giving the best advice to their clients.  Key Responsibilities:
- Provide comprehensive administrative support to a dedicated team of Financial Advisors and Paraplanners.
- Maintain and update the client database.
- Process new business applications and manage client information.
- Assist in writing basic reports and maintaining documentation.
- Perform general office duties.
- Act as a liaison between clients, product providers, and the advisory team.
  An ideal candidate will have experience in financial services administration. A working knowledge of platforms and a proactive mindset and a desire to work towards a Diploma in Financial Planning.
IFA administrator employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA administrator
✨Tip Number 1
Familiarize yourself with the financial services industry and the specific platforms used by Financial Advisors. This knowledge will not only help you in your role but also show your commitment to the field during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with Financial Advisors and Paraplanners, which can provide valuable insights and potentially lead to job referrals.
✨Tip Number 3
Demonstrate your proactive mindset by seeking out additional training or certifications related to financial planning. This shows your dedication to professional growth and can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience with client databases and administrative tasks in detail. Be ready to share examples of how you've effectively managed information and supported teams in previous roles.
We think you need these skills to ace IFA administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA administrator position. Understand the key responsibilities and required skills, such as experience in financial services administration and knowledge of platforms.
Tailor Your CV: Customize your CV to highlight relevant experience in administrative support within financial services. Emphasize any previous roles where you maintained databases, processed applications, or assisted in report writing.
Craft a Strong Cover Letter: Write a cover letter that showcases your proactive mindset and desire to work towards a Diploma in Financial Planning. Mention specific examples of how your skills align with the responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Fram Search
✨Show Your Financial Services Knowledge
Make sure to highlight any previous experience you have in financial services administration. Be prepared to discuss specific platforms you've worked with and how they relate to the role.
✨Demonstrate Your Organizational Skills
Since the role involves maintaining client databases and managing information, be ready to share examples of how you've successfully organized and processed data in past positions.
✨Prepare for Report Writing
As part of the job, you'll assist in writing reports. Brush up on your report writing skills and be ready to discuss any relevant experience you have in this area during the interview.
✨Emphasize Your Proactive Mindset
The ideal candidate is described as having a proactive mindset. Think of instances where you've taken initiative in your previous roles and be ready to share those stories.
