At a Glance
- Tasks: Be the friendly face of a financial planning firm, assisting clients and supporting advisers.
- Company: Established financial planning firm in Chester City Centre with a welcoming atmosphere.
- Benefits: Competitive hourly rate, holiday pay, and a vibrant city centre location.
- Other info: Full-time role with an immediate start and ongoing temporary position until October 2026.
- Why this job: Gain valuable experience in a professional environment while making a positive impact on clients.
- Qualifications: Previous experience in a professional setting and strong administration skills required.
The predicted salary is between 13.38 - 13.38 £ per hour.
Your new company I am working with a long standing and well established financial planning firm in Chester City Centre to recruit a professional IFA administrator to support with their front of house operation and administration duties to cover a gap in the team!
Your new role Working in a small firm, you will be the first point of contact for clients utilising the firm's services.
You will provide an exceptional front of house service both in person and via the phone.
Supporting a team of financial advisers and paraplanners, you will be supporting with administration for investments and other financial processes.
You will be responsible for supporting with the preparation of client packs/bundles, managing client correspondence, as well as basic administration such as photocopying, scanning and email management.
You will be providing the initial hospitality for clients coming into the business.
What you'll need to succeed Prior experience in a professional services environment is essential for this post in order to hit the ground running.
You will be professionally presented, and be prepared to use your welcoming demeanour on a day to day basis!
Your administration skills will be utilised daily, and you will be comfortable navigating various systems with experience in Wrap Platforms being an advantage!
Used to working with discretion, and using your initiative, you will adapt to this busy environment with ease!
This is a full time role Monday - Friday, working 9am - 5pm working fully on site in Chester City Centre, so the ability to work in office full time is essential.
Please note, parking is limited in this location.
What you'll get in return You will have an ongoing temporary role until October 2026, working full time hours Monday to Friday!
You will have an hourly rate of £13.38ph + a holiday roll up!
You will work in an excellent city centre location!
Immediate start available.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays. co. uk
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IFA Administrator in Chester employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Chester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like All The Top Bananas. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Chester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All The Top Bananas.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on All The Top Bananas's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All The Top Bananas.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at All The Top Bananas will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former All The Top Bananas employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
