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- Tasks: Support experienced Advisers with complex advice on Pensions and Investments.
- Company: Join a leading Independent Wealth Management Advisory Firm in Leeds.
- Benefits: Enjoy hybrid working, free parking, study support, and flexible hours.
- Why this job: Great opportunity for growth with excellent promotion and development prospects.
- Qualifications: Experience as an IFA Administrator is essential.
- Other info: Includes private medical insurance, pension, and 25 days holiday.
The predicted salary is between 36000 - 60000 £ per year.
NJR are delighted to be exclusively working with a leading Independent Wealth Management Advisory Firm based in Leeds. Our Client is looking for an experienced IFA Administrator to join their ambitious, expanding and technically astute team. What’s in it for you? Hybrid working Free Onsite Parking Study Support Available Excellent Promotion and Development Opportunities Flexible hours Private Medical Insurance Death In Service Critical Illness Cover Discounted Gym Membership Non Contributory 5% Pension 25 Days Holiday + Bank Holidays As a Senior IFA Administrator you will be supporting various experienced Advisers who offer High Net Worth Clients complex advice on Pensions and Investments. In addition to providing day to day support, the successful candidate will be involved with basic paraplanning and being a point of contact for clients. Responsibilities will include: Process new business Liaise with clients, providers and other 3rd parties Deal with LOAs Obtain valuations and illustrations Carry out technical research as part of the existing arrangement r…
Senior IFA Administrator employer: NJR Recruitment Careers
Contact Detail:
NJR Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Familiarize yourself with the latest trends and regulations in wealth management, particularly around pensions and investments. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work as IFA Administrators or Advisers. Engaging with them can provide valuable insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with client interactions and how you've handled complex situations in the past. Highlighting your communication skills and ability to manage relationships will be crucial for this role.
✨Tip Number 4
Showcase your technical skills, especially in paraplanning and research. Being able to demonstrate your proficiency with relevant software and tools will set you apart from other candidates.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior IFA Administrator position. Understand the key responsibilities and required skills, such as experience with pensions and investments, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in financial administration, particularly any roles that involved supporting advisers or dealing with high net worth clients. Use specific examples to demonstrate your expertise.
Showcase Your Skills: Mention any relevant technical skills, such as familiarity with financial software or paraplanning. Highlight your ability to conduct technical research and manage client communications effectively.
Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the role and the company. Mention why you are interested in working with this particular Independent Wealth Management Advisory Firm.
How to prepare for a job interview at NJR Recruitment Careers
✨Showcase Your Experience
Make sure to highlight your previous experience as an IFA Administrator. Discuss specific examples where you successfully supported advisers and managed client relationships, especially with High Net Worth Clients.
✨Demonstrate Technical Knowledge
Be prepared to discuss your understanding of pensions and investments. The interviewers will likely ask technical questions, so brush up on relevant regulations and processes to show your expertise.
✨Emphasize Team Collaboration
Since the role involves supporting a team of advisers, share examples of how you've effectively collaborated in past roles. Highlight your ability to work in a team-oriented environment and contribute to collective goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, growth opportunities, and the specifics of the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
