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- Tasks: Support Financial Planners by preparing for meetings and managing client data.
- Company: Join a growing regional IFA firm known for its financial planning expertise.
- Benefits: Enjoy a competitive salary, benefits, and support for further qualifications.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: Experience with Financial Advisors and familiarity with industry tools is essential.
- Other info: EU work permit required for this role.
The predicted salary is between 24000 - 30000 £ per year.
Job Title: IFA Administrator
Salary: £24,000 to £30,000 plus benefits
Job Description:
An IFA Administrator is required by a regional IFA firm that provides financial planning services across investments, taxation, and pensions. The firm is connected to a professional practice and is expanding, seeking an additional team member to support the Financial Planners.
Your responsibilities will include preparing for client meetings, following up on action points, processing new business, platform trades, servicing, valuations, record keeping, data management, and liaising with clients and providers.
Candidates should have experience supporting Financial Advisors, familiarity with industry platforms and back-office tools, excellent team skills, and the ability to operate independently. The company offers a comprehensive range of benefits and support for Financial Planning exams for those interested in further qualification.
Note: This role requires an EU work permit.
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Financial Planning Administrator employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the specific financial planning tools and platforms commonly used in the industry. This knowledge will not only help you stand out during interviews but also demonstrate your proactive approach to understanding the role.
✨Tip Number 2
Network with professionals already working in financial planning or as IFA Administrators. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could lead to job opportunities.
✨Tip Number 3
Prepare to discuss your experience in supporting Financial Advisors during interviews. Be ready to provide specific examples of how you've contributed to client meetings, managed data, or improved processes in previous roles.
✨Tip Number 4
Show your enthusiasm for further qualifications in financial planning. Mention any relevant courses or certifications you're considering, as this demonstrates your commitment to professional growth and aligns with the company's support for exam preparation.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Financial Planning Administrator position. Tailor your application to highlight relevant experience and skills that match what the firm is looking for.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience you have supporting Financial Advisors or working with industry platforms. Use specific examples to demonstrate your familiarity with back-office tools and your ability to manage data effectively.
Craft a Strong Cover Letter: Write a personalised cover letter that addresses the hiring manager. Explain why you are interested in the role and how your skills align with the company's needs. Mention your team skills and ability to work independently, as these are crucial for the position.
Proofread Your Application: Before submitting your application, make sure to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential in the financial planning sector.
How to prepare for a job interview at JohnstonGreer
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts, especially those related to investments, taxation, and pensions. Being able to discuss these topics confidently will show that you understand the industry and can support Financial Planners effectively.
✨Familiarise Yourself with Industry Tools
Make sure you're familiar with the back-office tools and platforms commonly used in financial planning. If you have experience with specific software, be ready to discuss how you've used it in previous roles to streamline processes or improve client service.
✨Demonstrate Teamwork and Independence
Prepare examples that showcase your ability to work both as part of a team and independently. The role requires collaboration with Financial Planners, so highlight instances where you've successfully supported colleagues while also taking initiative on your own tasks.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask during the interview. This could include inquiries about the firm's approach to client relationships or opportunities for professional development. Asking questions shows your genuine interest in the role and the company.
