Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a supportive team as a Senior IFA Administrator, handling client meetings and administrative tasks.
- Company: Be part of an award-winning Wealth Management firm known for tailored financial services.
- Benefits: Enjoy hybrid working, study support, private medical, and a vibrant office culture.
- Why this job: This role offers career progression in a collaborative environment with a focus on professional development.
- Qualifications: Must have 2 years of IFA admin experience and strong knowledge of pensions and investments.
- Other info: Part-time applicants are welcome; refer a friend for a £200 reward if they secure a job.
The predicted salary is between 30000 - 38000 £ per year.
Our client is a highly respected and award-winning Wealth Management firm, known for delivering tailored investment management and financial planning services. Following an internal promotion, they are seeking a Senior IFA Administrator to join their collaborative and supportive team. This is an excellent opportunity to be part of a professional environment with a great office culture, while also enjoying the flexibility of hybrid working (two days from home). You’ll also have the chance to attend client meetings and further develop your skills in a firm that actively supports career progression.
Benefits:
- Salary bracket is £30,000 - £38,000
- Open to part time applicants
- Study support and leave
- Private Medical
- Health cash plan
- Parking
- Nice open plan office
- Hybrid working
- And much more...
To be considered for this IFA Administrator opportunity, candidates need to have:
- Previous 2 years of IFA admin experience within an IFA Practice
- Strong technical Pensions & Investment knowledge
- Working towards financial service exams (or at least an interest to do so)
- Ability to work well with others
Apply today to be considered for this Technical IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Senior IFA Administrator employer: Heat Recruitment Ltd
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars to connect with current IFA Administrators and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pensions and investments. Being knowledgeable about current market conditions and compliance requirements will demonstrate your commitment to the role and make you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your previous IFA admin experience in detail during interviews. Be ready to share specific examples of how you've contributed to team success and supported financial advisers, as this will highlight your suitability for the position.
✨Tip Number 4
Show enthusiasm for career progression and professional development. Mention any financial service exams you are pursuing or plan to pursue, as this reflects your ambition and aligns with the firm's support for employee growth.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Senior IFA Administrator position. Understand the key responsibilities and required skills, such as previous IFA admin experience and strong technical knowledge in pensions and investments.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your previous IFA administration experience and any financial service exams you are working towards or interested in.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the wealth management industry. Mention why you are interested in this specific firm and how your background makes you a great fit for their collaborative team.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Heat Recruitment Ltd
✨Showcase Your IFA Experience
Make sure to highlight your previous experience in IFA administration. Be prepared to discuss specific tasks you've handled and how they relate to the role you're applying for. This will demonstrate your familiarity with the industry and your ability to hit the ground running.
✨Demonstrate Technical Knowledge
Since strong technical knowledge in pensions and investments is crucial, brush up on key concepts and recent developments in these areas. Be ready to answer questions that test your understanding and provide examples of how you've applied this knowledge in your previous roles.
✨Express Your Interest in Professional Development
The firm values career progression, so express your enthusiasm for furthering your qualifications. Discuss any financial service exams you are currently pursuing or plan to take, and how you believe they will enhance your contributions to the team.
✨Emphasise Team Collaboration
As the role requires working well with others, prepare examples of how you've successfully collaborated in past positions. Highlight your communication skills and your ability to support colleagues, which aligns with the firm's collaborative culture.
