Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners with admin tasks, client queries, and suitability reports.
- Company: Join a leading Wealth Management firm in Altrincham with a strong reputation.
- Benefits: Enjoy a competitive salary, pension, insurance benefits, and holiday entitlement.
- Why this job: Be a key player in a dynamic team while progressing your career in finance.
- Qualifications: 2 years of IFA/Financial Planning admin experience and attention to detail required.
- Other info: Apply quickly as interviews are being scheduled soon!
My client is a Wealth Management firm in Altrincham, looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their town centre office.
You will be supporting the Financial Planners, dealing with new business admin, client letters, client queries, suitability reports and other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package of £26,000-£30,000 is on offer with this role, along with Pension/Insurance benefits, holiday entitlement, and support for further progression/exams!
Ideally, you will have 2 years experience within administration in an IFA/Financial Planning office, working through RO exams, have attention to detail, and be able to independently progress through your workload, which would be key within this opportunity.
Click and apply ASAP, as a shortlist is being drawn up for interview.
Senior Ifa Administrator employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Ifa Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those working in IFA roles. Attend local events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Prepare to discuss specific examples of how you've handled client queries and administrative tasks in your previous roles. Highlighting your attention to detail and ability to manage workloads independently will set you apart.
✨Tip Number 4
Research the firm’s values and recent achievements. Tailoring your conversation during the interview to align with their goals can show that you're genuinely interested in being part of their team.
We think you need these skills to ace Senior Ifa Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in IFA or Wealth Management administration. Emphasise your attention to detail and any specific responsibilities you've had that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your 2 years of experience, your progress through RO exams, and how you can support the Financial Planners effectively.
Highlight Relevant Skills: In your application, clearly outline skills that are crucial for the role, such as client communication, report writing, and administrative efficiency. Use examples from your past work to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for this position.
How to prepare for a job interview at CV-Library
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific duties of an IFA Administrator. Familiarise yourself with common terminology, processes, and regulations in the wealth management sector to demonstrate your expertise.
✨Showcase Your Experience
Prepare to discuss your previous roles in administration, particularly within an IFA or financial planning office. Highlight specific examples where you've successfully managed client queries, prepared suitability reports, or supported financial planners.
✨Attention to Detail is Key
Since this role requires a high level of accuracy, be ready to provide examples of how you've ensured attention to detail in your past work. You might even want to mention any systems or processes you use to minimise errors.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for progression. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
