IFA Administrator Apply now

IFA Administrator

Sheffield Full-Time 30000 - 42000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Provide top-notch admin support to wealth managers in pensions and investments.
  • Company: Join a growing Independent Wealth Management Advisory firm in Sheffield.
  • Benefits: Enjoy hybrid work, 25 holidays, study support, and a company pension.
  • Why this job: Kickstart your career in finance with great growth opportunities and a supportive team.
  • Qualifications: Experience in financial planning administration is preferred.
  • Other info: Pathway to paraplanning and advising roles for those interested.

The predicted salary is between 30000 - 42000 £ per year.

We are delighted to be representing an expanding Independent Wealth Management Advisory firm based in Sheffield who, due to their ever increasing growth, are now looking to recruit an experienced Financial Planning Administrator to join their team. This is an excellent opportunity that offers a long term career path within the Financial Services industry through to paraplanning and beyond to advising for those that want it. What’s in it for you? Hybrid working 25 holidays + BH Study Support Available Excellent Promotion and Development Opportunities Company Pension Working as part of a highly professional team which provide high quality support to the Wealth Planners, this role will include: Providing high-quality administrative support to a team of wealth managers across a range of pensions, investments and other financial products Conducting product research Writing basic suitability reports Prepare and Issue client review documents. Processing of new and existing business

IFA Administrator employer: NJR Recruitment Careers

Join a dynamic and expanding Independent Wealth Management Advisory firm in Sheffield, where you will be part of a highly professional team dedicated to providing exceptional support to Wealth Planners. Enjoy a hybrid working model, generous holiday allowance, and robust study support, all while benefiting from excellent promotion and development opportunities that pave the way for a rewarding long-term career in the Financial Services industry.
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Contact Detail:

NJR Recruitment Careers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator

✨Tip Number 1

Familiarize yourself with the specific financial products and services that the firm offers. This knowledge will not only help you understand the role better but also demonstrate your genuine interest in the company during conversations.

✨Tip Number 2

Network with professionals in the financial services industry, especially those who work in wealth management. Attend relevant events or join online forums to connect with others and gain insights into the role and the company culture.

✨Tip Number 3

Prepare to discuss your experience with administrative tasks and how they relate to financial planning. Be ready to share examples of how you've supported teams in previous roles, particularly in a fast-paced environment.

✨Tip Number 4

Show enthusiasm for professional development opportunities. Mention any relevant courses or certifications you are interested in pursuing, as this aligns with the company's focus on growth and advancement within the financial services sector.

We think you need these skills to ace IFA Administrator

Financial Planning Knowledge
Administrative Skills
Attention to Detail
Product Research Skills
Report Writing
Client Communication
Organizational Skills
Time Management
Understanding of Pensions and Investments
Proficiency in Financial Software
Team Collaboration
Problem-Solving Skills
Adaptability
Confidentiality

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and administration. Emphasize any previous roles where you provided support to wealth managers or worked with financial products.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as conducting product research or preparing client review documents.

Highlight Your Skills: In your application, clearly outline your administrative skills, attention to detail, and ability to work in a team. These are crucial for providing high-quality support to wealth planners.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.

How to prepare for a job interview at NJR Recruitment Careers

✨Show Your Knowledge of Financial Products

Make sure to brush up on your understanding of pensions, investments, and other financial products. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role.

✨Highlight Your Administrative Skills

Prepare examples of your previous administrative experience, especially in a financial context. Discuss how you have provided support to teams and managed documentation effectively.

✨Demonstrate Your Research Abilities

Since conducting product research is part of the job, be ready to talk about your research methods. Share any tools or strategies you use to gather and analyze information.

✨Express Your Career Aspirations

This position offers a long-term career path, so be open about your ambitions. Discuss your interest in paraplanning or advising roles, showing that you are looking to grow within the company.

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  • IFA Administrator

    Sheffield
    Full-Time
    30000 - 42000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-12

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    NJR Recruitment Careers

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