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- Tasks: Support Financial Planners with administration and client servicing tasks.
- Company: Join a values-led financial planning firm making a real difference for clients.
- Benefits: Enjoy 25 days holiday, hybrid working, and a free outdoor gym nearby.
- Why this job: Be part of a supportive team focused on wellbeing and professional growth.
- Qualifications: 2 years admin experience in financial planning and strong product knowledge required.
- Other info: Shortlisted for Employer of the Year 2023; we value honesty and respect.
The predicted salary is between 28800 - 48000 £ per year.
Are you passionate about financial planning administration? Strategic Vision Wealth Management is recruiting for a Senior Administrator to join our small, values-led financial planning firm. We believe in doing the right thing for our clients and, with us, you can make a real difference and develop your career.
We have amazing benefits including 25 days holidays, bank holidays, weekly paid half-days if the work is done, hybrid working (3 days WFH), minimum 3% pension and a host of other medical and well-being benefits.
What you'll be doing:
- You'll play a vital role in our client servicing team, supporting Financial Planners with:
- Business processing and administration tasks.
- Preparing for annual planning meetings.
- Managing platform-based tasks.
- General client servicing.
About you:
- We're looking for someone who can hit the ground running with:
- At least 2 years experience in admin for an independent financial planning firm.
- Strong working knowledge of financial services products.
- Ideally experience using Intelliflo together with Hubwise and Nucleus platforms.
- A positive, proactive mindset; you enjoy improving things and getting things done.
- Excellent attention to detail and the ability to work independently.
About us:
We are proud to have been shortlisted for the Employer of the Year Award in 2023 by the Oxfordshire Business Awards! Our wellbeing is a priority and we regularly have walking 1:1 meetings, team challenges, and discussions around healthy lifestyle. Our office is new and smart, and green space with wildlife is a 10 minutes walk away perfect for a lunch break to recharge your batteries. There's also a free well-equipped outdoor gym within 3 minutes walk from our office if you prefer a more active way to clear your head. We live by our values, and we're proud of it.
Our values:
- Treat every client like they're our only one.
- Be friendly, respectful, and honest.
- Deliver on what we promise and never overpromise.
- Be financially secure and help others achieve the same.
If you are aligned with our values, please apply, we'd love to hear from you!
How to apply:
We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted. To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.
IFA Administrator employer: Strategic Vision Wealth Management
Contact Detail:
Strategic Vision Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific financial services products mentioned in the job description. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Highlight your experience with Intelliflo, Hubwise, and Nucleus platforms if you have it. If you don't, consider taking a short online course or tutorial to get a basic understanding of these tools, as this could set you apart from other candidates.
✨Tip Number 3
Demonstrate your proactive mindset by preparing examples of how you've improved processes or solved problems in previous roles. This aligns well with the company's values and shows that you're a good fit for their team.
✨Tip Number 4
Research Strategic Vision Wealth Management's values and culture. Be ready to discuss how your personal values align with theirs during the interview, as cultural fit is crucial for them.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is specifically tailored to the IFA Administrator role. Highlight your relevant experience in financial planning administration, particularly any roles you've held in independent financial planning firms.
Showcase Relevant Skills: Emphasise your strong working knowledge of financial services products and any experience with Intelliflo, Hubwise, or Nucleus platforms. Use specific examples to demonstrate your skills and how they align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning administration and aligns with the values of Strategic Vision Wealth Management. Mention how your proactive mindset and attention to detail can contribute to their client servicing team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application shows your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Strategic Vision Wealth Management
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience in administration within an independent financial planning firm. Be ready to discuss specific tasks you've handled and how they relate to the role you're applying for.
✨Demonstrate Product Knowledge
Familiarise yourself with various financial services products, especially those relevant to the firm's offerings. Being able to discuss these confidently will show that you can hit the ground running.
✨Emphasise Attention to Detail
Since the role requires excellent attention to detail, prepare examples of how you've ensured accuracy in your previous work. This could include processes you've implemented or mistakes you've caught before they became issues.
✨Align with Company Values
Research Strategic Vision Wealth Management's values and be prepared to discuss how your personal values align with theirs. Showing that you share their commitment to client care and integrity will make a strong impression.
