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For Companies At a Glance
- Tasks: Support the MD, prepare reports, manage data, and handle client queries.
- Company: Join a top financial planning firm in Ayr known for holistic advice.
- Benefits: Enjoy competitive salary, bonuses, training, and opportunities for progression.
- Why this job: Be part of a close-knit team with a strong reputation and focus on personal development.
- Qualifications: Experience in financial planning, compliance knowledge, and excellent IT skills required.
- Other info: Flexible role tailored to your experience; ideal for those committed to growth.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
A highly regarded financial planning firm based in Ayr, with a first class reputation in the market that offer true holistic advice to a diverse range of clients have an vacancy due to increased workloads to work alongside the director. Expansion, ever increasing new business levels has meant they need an additional member of their close knit team – whether senior IFA admin or paraplanner. Team fit is vital and as a result they can be flexible about the role.
You will mainly be providing support directly to the MD. Depending on level of experience, you will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider’s websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)
To be considered you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and be highly organised. You will be committed to personal development and the development of your technical skills.
Excellent systems/ IT knowledge is important, ideally with cash flow exposure and ideally experience in intelligent office/intelliflo. Suitable candidates will currently be working within a financial planning team with experience providing support to advisers in similar duties ideally within an IFA practice or Investment Manager and perhaps have undertaken industry relevant exams with a good platform knowledge.
In return you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you so continual training will be provided along with supporting the successful applicant through their exams in an autonomous work environment.
To be considered for this rare and critical job, please upload your CV ASAP to discuss further with Alison Curran.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator, Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial planning tools and software mentioned in the job description, such as Intelligent Office or Intelliflo. Having hands-on experience or even a basic understanding of these systems can set you apart from other candidates.
✨Tip Number 2
Network within the financial planning community, especially in Ayr or surrounding areas. Attend local industry events or join relevant online forums to connect with professionals who might provide insights or referrals for this role.
✨Tip Number 3
Demonstrate your commitment to personal development by mentioning any ongoing training or certifications you are pursuing in your conversations. This shows that you are proactive and dedicated to enhancing your skills, which is highly valued in this role.
✨Tip Number 4
Prepare to discuss your experience with managing client queries and internal communications effectively. Highlighting specific examples of how you've successfully navigated similar situations will showcase your organisational skills and ability to fit into their close-knit team.
We think you need these skills to ace Senior IFA Administrator, Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Senior IFA Administrator or Paraplanner. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in financial planning, particularly any roles where you've supported advisers. Mention specific tasks you've handled, such as preparing valuation reports or managing client queries.
Showcase Technical Skills: Given the importance of IT knowledge for this role, be sure to detail your proficiency with relevant systems like Intelligent Office or Intelliflo. If you have experience with cash flow analysis, make that clear as well.
Express Commitment to Development: The firm values personal development, so include a section in your application about your commitment to ongoing training and professional growth. Mention any industry exams you've undertaken or plan to take.
How to prepare for a job interview at Eden Scott
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of the financial planning market and compliance requirements. Be prepared to discuss how your experience aligns with the role, especially in relation to preparing valuation reports and managing client queries.
✨Demonstrate Team Fit
Since team fit is vital for this position, be ready to share examples of how you've successfully collaborated with colleagues in the past. Highlight your ability to work closely with others, especially in a close-knit environment.
✨Highlight Your IT Skills
Given the importance of systems knowledge, particularly with cash flow tools and platforms like Intelligent Office or Intelliflo, be sure to mention any relevant experience you have. Discuss how you've used technology to improve efficiency in your previous roles.
✨Express Commitment to Personal Development
This firm values continual training and personal development, so be prepared to talk about your commitment to enhancing your technical skills. Mention any industry exams you've undertaken or plan to pursue, showing your dedication to growth in the financial sector.
