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- Tasks: Support financial advisors with administrative tasks and client management.
- Company: Join a leading financial advisory firm known for its exceptional service and growth opportunities.
- Benefits: Enjoy a competitive salary, pension, study support, 23 days holiday, and hybrid working options.
- Why this job: This role offers career progression in a supportive environment that values your development.
- Qualifications: Experience in financial planning or IFA practice is essential.
- Other info: Flexible part-time hours available, tailored to fit your schedule.
The predicted salary is between 28000 - 40000 £ per year.
£35,000 - £40,000 DOE + Pension + Study Support + 23 days holiday + hybrid working after probation
Part Time 3 or 4 days a week to suit
Banbury
Are you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional progression opportunities?
Are you looking to work for a company that will offer...
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Financial Planning)
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or join online forums 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 financial regulations and tools used in the industry. Being knowledgeable about compliance and software commonly used in financial planning will make you stand out as a candidate who is ready to hit the ground running.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar companies on LinkedIn. Ask them about their roles and what they look for in an ideal candidate. This can give you insider information that can be beneficial during interviews.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios faced by IFA Administrators. Think about how you would handle client queries or manage administrative tasks efficiently, as this will demonstrate your problem-solving skills.
We think you need these skills to ace IFA Administrator (Financial Planning)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning or IFA practices. Use specific examples of your administrative skills and any relevant qualifications to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the IFA Administrator position. Mention your passion for financial planning and how your background aligns with the company's values and goals.
Highlight Relevant Skills: In your application, emphasise skills that are particularly relevant to the role, such as attention to detail, organisational abilities, and proficiency with financial software. This will help you stand out as a strong candidate.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in the financial sector.
How to prepare for a job interview at Ernest Gordon Recruitment
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and practices. Be prepared to discuss how your previous experience aligns with the responsibilities of an IFA Administrator.
✨Showcase Your Administrative Skills
Highlight your organisational skills and attention to detail. Prepare examples of how you've successfully managed administrative tasks in a financial setting, as this will be crucial for the role.
✨Understand the Company Culture
Research the company’s values and culture. Be ready to explain why you want to work there and how you can contribute to their team dynamic, especially in a hybrid working environment.
✨Prepare Questions for Them
Have thoughtful questions ready to ask about the role and the company. This shows your genuine interest and helps you determine if it's the right fit for you as well.
