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- Tasks: Support the Admin/Paraplanning team, prepare for meetings, and process new business.
- Company: Join a well-established Independent Financial Advisory firm with over 20 years of experience.
- Benefits: Earn up to £30k, enjoy holiday days, and benefit from a pension above statutory requirements.
- Why this job: Great opportunity for growth into a Paraplanner or Advisor role in a supportive team environment.
- Qualifications: Experience in Financial services is essential; report writing skills are a plus.
- Other info: Simple application process – just send your CV and contact details!
The predicted salary is between 24000 - 36000 £ per year.
This role is best suited for candidates who have experience within Financial services who can learn, grow and develop within the role. Junior Paraplanner available for those with IFA Administration and report writing experience. Progression potential to a Paraplanner and Advisor going forward. Salary up to £30k.
The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey.
Within the role you will be supporting the Admin/Paraplanning team and advisors, preparing for meetings, speaking to clients and providers, processing new business and the Letter of Authority process. There will be an opportunity to get involved with annual review reports going forward.
Benefits include:
- Salary up to £30k
- Holiday days
- Pension above statutory
- Death in service
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.
IFA Administrator employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the key areas of financial services that the firm specialises in, such as investments and pensions. This knowledge will not only help you during 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 IFA roles. Attend relevant events or join online forums to connect with potential colleagues and gain insights into the day-to-day responsibilities of an IFA Administrator.
✨Tip Number 3
Prepare to discuss your previous experience in administration and client support. Be ready to share specific examples of how you've contributed to a team or improved processes, as this will highlight your suitability for the role.
✨Tip Number 4
Research the company’s values and culture. Understanding what they stand for will allow you to tailor your conversation during the interview, showing that you are a good fit for their team and committed to their mission.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles related to IFA administration or paraplanning. Use keywords from the job description to demonstrate your fit 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 experience with report writing and client support, and express your enthusiasm for growth within the company.
Showcase Your Skills: In your application, emphasise skills that are crucial for the role, such as attention to detail, communication abilities, and familiarity with financial products like pensions and investments.
Follow Application Instructions: Ensure you attach your CV and provide your basic contact details as specified in the job listing. Double-check that everything is correctly formatted and free of errors before submitting your application.
How to prepare for a job interview at Finlink Ltd
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial services, especially in areas like investments, pensions, and tax planning. Being able to discuss these topics confidently will impress the interviewers.
✨Demonstrate Your Organisational Skills
As an IFA Administrator, you'll need to manage multiple tasks efficiently. Be prepared to share examples of how you've successfully organised your workload in previous roles or during your studies.
✨Prepare for Client Interaction Scenarios
Since the role involves speaking to clients and providers, think about how you would handle various client scenarios. Practising responses to common client queries can help you feel more confident during the interview.
✨Express Your Desire to Learn and Grow
This position offers progression potential, so it's important to convey your enthusiasm for personal development. Share your career aspirations and how you see yourself evolving within the company.
