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For Companies At a Glance
- Tasks: Support the MD, prepare reports, manage databases, and handle client queries.
- Company: Join a top-notch financial planning firm in Ayr known for holistic advice.
- Benefits: Enjoy competitive salary, bonuses, and ongoing training opportunities.
- Why this job: Be part of a close-knit team with room for personal and professional growth.
- Qualifications: Experience in financial planning, strong IT skills, and market knowledge required.
- Other info: Flexible role tailored to your experience; apply ASAP to discuss with Alison Curran.
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.
Senior IFA Administrator, Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator, Paraplanner
✨Tip Number 1
Make sure to highlight your experience in financial planning and your familiarity with compliance requirements during the interview. This will show that you understand the market and can navigate the complexities of the role.
✨Tip Number 2
Demonstrate your organizational skills by preparing examples of how you've managed time effectively in previous roles. This is crucial for maximizing profitability and ensuring smooth operations within the team.
✨Tip Number 3
Familiarize yourself with the specific systems and software mentioned in the job description, such as Intelligent Office or Intelliflo. Being able to discuss your proficiency with these tools will set you apart from other candidates.
✨Tip Number 4
Show your commitment to personal development by discussing any relevant industry exams you've undertaken or plan to take. This demonstrates your dedication to growing your technical skills and advancing in your career.
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, emphasize 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: Since excellent systems/IT knowledge is crucial for this role, be sure to detail your proficiency with tools like Intelligent Office or Intelliflo. If you have cash flow exposure, mention it explicitly to strengthen your application.
Express Commitment to Development: The firm values personal development, so include a section in your application about your commitment to ongoing learning and any industry-relevant exams you've undertaken. This shows you're proactive and dedicated to your professional growth.
How to prepare for a job interview at Eden Scott
✨Show Your Understanding of the Financial Market
Make sure to demonstrate your knowledge of the financial market and compliance requirements during the interview. Be prepared to discuss recent trends and how they might impact the firm's clients.
✨Highlight Your Organizational Skills
Since the role requires effective time management and organization, share specific examples from your past experiences where you successfully managed multiple tasks or projects simultaneously.
✨Emphasize Team Fit
This firm values team fit highly, so be ready to discuss how you work within a team. Share experiences that showcase your ability to collaborate and support colleagues, especially in a financial planning context.
✨Prepare for Technical Questions
Given the importance of systems/IT knowledge, brush up on your understanding of cash flow analysis and any relevant software like Intelligent Office or Intelliflo. Be prepared to answer questions about how you've used these tools in your previous roles.
