Paraplanner/IFA Administrator
Paraplanner/IFA Administrator

Paraplanner/IFA Administrator

Sale Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisers and manage client relationships daily.
  • Company: Join a friendly team at a supportive financial services firm in Sale, South Manchester.
  • Benefits: Enjoy a competitive salary, flexible working hours, and a positive work culture.
  • Why this job: Be part of a collaborative team where your ideas matter and career growth is encouraged.
  • Qualifications: Must be enthusiastic, self-motivated, and possess excellent customer service skills.
  • Other info: Full-time or part-time options available; no hierarchies here!

The predicted salary is between 28800 - 48000 £ per year.

We are looking for an experienced IFA Administrator or Paraplanner to be based at head office in Sale, South Manchester. On a day-to-day basis you will ensure ongoing support for the financial advisers, act as an integral member of the team and will ensure that professionalism and excellent client relationships are demonstrated at all times. Principal Responsibilities:- · Communication and team working · Research and management information · Business Development · Compliance · Client Relations · General Administration KEY REQUIREMENTS: A happy and positive team culture is extremely important and it is important you have the same attitude to work in the team. It is essential that you are: * Enthusiastic, driven and self-motivated * Have exceptional customer service skills * Enjoy the responsibility of working as a key member of a small team * Be able to work independently * Have a willingness to “muck-in” * Relish a challenge * Take responsibility for your own career progression WHAT YOU WILL RECEIVE: · A competitive package (detailed in your Contract of Employment) · A positive and friendly working environment, where you’ll receive recognition and reward for a job well done · A working environment with no hierarchies where you’ll be actively encouraged to contribute to the ideas pool · Smart people to work with who know and care about you · Opportunities for you to develop your skills · Support and guidance to enable you to progress with your career This is a Monday-Friday full-time permanent role although we will consider part-time (3 or 4 days per week). Salary will be based on previous experience. The hiring company support staff who wish to progress and generate a very positive working environment. Please submit your CV and any cover notes to Jon Becker of Acsol Recruitment

Paraplanner/IFA Administrator employer: Acsol Ltd

At our head office in Sale, South Manchester, we pride ourselves on being an excellent employer that fosters a positive and collaborative work culture. Our team-oriented environment encourages personal growth and development, offering competitive packages and recognition for hard work, while also providing opportunities to contribute ideas and take on responsibilities that shape your career path.
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Contact Detail:

Acsol Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner/IFA Administrator

Tip Number 1

Show your enthusiasm for teamwork during the interview. Since the role emphasizes being a key member of a small team, share examples of how you've successfully collaborated with others in previous positions.

Tip Number 2

Highlight your customer service skills by discussing specific instances where you went above and beyond to assist clients. This will demonstrate your commitment to excellent client relationships, which is crucial for this position.

Tip Number 3

Prepare to discuss your approach to compliance and research. Being able to articulate your understanding of these areas will show that you are ready to support financial advisers effectively.

Tip Number 4

Express your willingness to take on challenges and responsibilities. Share examples of how you've taken initiative in past roles, as this aligns with the company's culture of self-motivation and career progression.

We think you need these skills to ace Paraplanner/IFA Administrator

Exceptional Customer Service Skills
Team Collaboration
Communication Skills
Research Skills
Business Development Acumen
Compliance Knowledge
Client Relationship Management
General Administration Skills
Self-Motivation
Problem-Solving Skills
Adaptability
Positive Attitude
Time Management
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience as an IFA Administrator or Paraplanner. Emphasize your customer service skills, teamwork, and any specific compliance knowledge you possess.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company culture. Mention how your positive attitude and self-motivation align with their team values.

Showcase Relevant Skills: Clearly outline your skills in communication, research, and client relations. Provide examples of how you've successfully contributed to a team or managed client relationships in the past.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your professionalism and attention to detail.

How to prepare for a job interview at Acsol Ltd

Show Your Enthusiasm

Make sure to express your enthusiasm for the role and the company during the interview. Highlight your passion for providing excellent customer service and how you enjoy being part of a team.

Demonstrate Teamwork Skills

Prepare examples that showcase your ability to work collaboratively within a team. Discuss how you've contributed to a positive team culture in previous roles and how you can bring that same attitude to their team.

Highlight Your Independence

While teamwork is important, also emphasize your ability to work independently. Share instances where you took initiative or managed tasks on your own, showing that you can handle responsibilities without constant supervision.

Prepare for Compliance Questions

Since compliance is a key responsibility, be ready to discuss your understanding of compliance regulations and how you've ensured adherence in past roles. This will demonstrate your readiness to take on this aspect of the job.

Paraplanner/IFA Administrator
Acsol Ltd
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  • Paraplanner/IFA Administrator

    Sale
    Full-Time
    28800 - 48000 £ / year (est.)

    Application deadline: 2027-01-04

  • A

    Acsol Ltd

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