IFA Administrator - Wealth Management IFA, Financial Services Remote
IFA Administrator - Wealth Management IFA, Financial Services Remote

IFA Administrator - Wealth Management IFA, Financial Services Remote

Guildford Full-Time 24000 - 40000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support a seasoned Financial Adviser with administrative tasks in a dynamic financial services environment.
  • Company: Join a reputable Financial Advice firm in Sussex with over 30 years of local expertise.
  • Benefits: Enjoy a competitive salary up to £32,000, hybrid or remote work options, and additional perks.
  • Why this job: Be part of a supportive team that values your contributions and offers growth opportunities.
  • Qualifications: Experience as a Financial Services Administrator or Junior Paraplanner is essential.
  • Other info: Monthly office attendance required; travel costs are on you, but remote work is flexible.

The predicted salary is between 24000 - 40000 £ per year.

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team. This role supports a successful Financial Adviser with over 30 years local experience.

We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32,000 plus benefits. We can also offer hybrid or even remote working, but there will be an expectancy to attend the office once per month. The company is based in Horsham, so please only apply if you are able to attend the office. The travel to the office will be at your own expense; however, the client is more than happy for you to be remote.

If you are an experienced FS Administrator or Junior Paraplanner looking for a new role, then please apply.

Immediate start. Base salary up to £32,000 plus benefits.

IFA Administrator - Wealth Management IFA, Financial Services Remote employer: Astral Recruitment

Join a well-established Financial Advice firm in Sussex that values its employees and offers a supportive work culture. With competitive salaries, flexible hybrid or remote working options, and opportunities for professional growth, this role as an IFA Administrator provides a rewarding environment for those looking to advance their careers in financial services. The company's commitment to employee development and local expertise makes it an excellent choice for meaningful employment.
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Contact Detail:

Astral Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator - Wealth Management IFA, Financial Services Remote

✨Tip Number 1

Familiarise yourself with the specific financial services and products that the firm offers. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals in the financial services industry, especially those who work in wealth management. Engaging with them can provide insights into the role and may even lead to referrals.

✨Tip Number 3

Prepare to discuss your previous experience in administration and how it relates to supporting financial advisers. Be ready to share specific examples of how you've contributed to a team's success.

✨Tip Number 4

Since the role allows for remote working, be prepared to discuss your home office setup and how you manage your time effectively while working remotely. This shows your readiness for the hybrid work model.

We think you need these skills to ace IFA Administrator - Wealth Management IFA, Financial Services Remote

Financial Services Knowledge
Client Relationship Management
Attention to Detail
Organisational Skills
Communication Skills
Time Management
Proficiency in Financial Software
Data Entry Accuracy
Problem-Solving Skills
Understanding of Regulatory Compliance
Team Collaboration
Adaptability to Remote Working
Report Preparation
Customer Service Skills

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the specific responsibilities and requirements of the IFA Administrator position. Tailor your application to highlight relevant experience in financial services administration.

Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience as a Financial Services Administrator or Junior Paraplanner. Use specific examples to demonstrate your skills and how they align with the needs of the firm.

Show Flexibility: Since the role offers hybrid or remote working, mention your ability to work remotely while also being available for monthly office visits. This shows your adaptability and willingness to meet the company's expectations.

Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Make sure to address why you are interested in this specific position within the financial services sector.

How to prepare for a job interview at Astral Recruitment

✨Know Your Financial Services Basics

Brush up on your knowledge of financial services and the role of an IFA Administrator. Be prepared to discuss key concepts and terminology, as this will demonstrate your understanding of the industry and show that you're serious about the position.

✨Highlight Relevant Experience

Make sure to emphasise any previous experience you have in financial services administration or as a paraplanner. Use specific examples to illustrate how your skills and experiences align with the requirements of the role.

✨Prepare Questions for the Interviewer

Think of insightful questions to ask about the company culture, team dynamics, and expectations for the role. This shows your interest in the position and helps you determine if it's the right fit for you.

✨Demonstrate Flexibility and Adaptability

Since the role offers hybrid and remote working options, be ready to discuss how you manage your time and stay productive while working remotely. Share any strategies you've used in the past to maintain communication and collaboration with your team.

IFA Administrator - Wealth Management IFA, Financial Services Remote
Astral Recruitment
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