IFA Administrator - Wealth Management IFA, Financial Services Remote or Hybrid
IFA Administrator - Wealth Management IFA, Financial Services Remote or Hybrid

IFA Administrator - Wealth Management IFA, Financial Services Remote or Hybrid

Maidstone Full-Time 24000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support a successful Financial Adviser with administrative tasks in a dynamic environment.
  • Company: Join a well-established Financial Advice firm based in Sussex, known for its success.
  • Benefits: Enjoy a competitive salary up to £32,000, hybrid or remote work options, and fully expensed office visits.
  • Why this job: This role offers a chance to grow in financial services while enjoying a flexible work culture.
  • Qualifications: Experience as an IFA Administrator is essential; FA1 qualification or similar preferred.
  • Other info: Attend the office once per quarter for 3-4 days, with travel costs covered.

The predicted salary is between 24000 - 40000 £ per year.

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team

This is for the role of Financial Services Administrator supporting a successful Financial Adviser

We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits.

We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time

The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified

The travel to the office will be fully expensed

If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply

Looking only for IFA Admin experience with ideally FA1 qualification or similar

Immediate start

Base to £32000 plus benefits

#J-18808-Ljbffr

IFA Administrator - Wealth Management IFA, Financial Services Remote or Hybrid employer: Astral Recruitment

Our client is an excellent employer, offering a supportive work culture that values employee growth and development within the financial services sector. With the flexibility of remote or hybrid working arrangements, alongside fully expensed quarterly office visits in picturesque Horsham, employees enjoy a balanced work-life dynamic while being part of a successful team dedicated to providing exceptional financial advice.
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Contact Detail:

Astral Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator - Wealth Management IFA, Financial Services Remote or Hybrid

✨Tip Number 1

Make sure to highlight your experience in financial services administration during any networking opportunities. Connect with professionals in the industry on platforms like LinkedIn and engage in discussions about best practices in IFA administration.

✨Tip Number 2

Familiarise yourself with the specific tools and software commonly used in IFA administration. Being able to discuss your proficiency with these tools in an informal chat can set you apart from other candidates.

✨Tip Number 3

Consider reaching out to current or former employees of the firm to gain insights into their work culture and expectations. This knowledge can help you tailor your approach and demonstrate your genuine interest in the role.

✨Tip Number 4

Prepare for potential interviews by brushing up on relevant financial regulations and compliance issues. Showing that you are knowledgeable about the regulatory environment can impress hiring managers and show your commitment to the role.

We think you need these skills to ace IFA Administrator - Wealth Management IFA, Financial Services Remote or Hybrid

Financial Services Knowledge
IFA Administration Experience
Attention to Detail
Client Relationship Management
Communication Skills
Organisational Skills
Time Management
Proficiency in Financial Software
Regulatory Compliance Knowledge
Problem-Solving Skills
Team Collaboration
Adaptability to Remote Working
FA1 Qualification or Equivalent
Data Entry Accuracy

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. Focus on relevant skills and responsibilities that align with the job description, such as supporting financial advisers and any qualifications like FA1.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses why you are a great fit for this role. Mention your experience in financial services administration and your ability to work in a hybrid or remote setting, as well as your willingness to attend the office quarterly.

Highlight Relevant Experience: In your application, emphasise any previous roles that involved financial advice or administration. Use specific examples to demonstrate your expertise and how it can benefit the firm.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.

How to prepare for a job interview at Astral Recruitment

✨Know Your Financial Services Basics

Brush up on your knowledge of financial services and the role of an IFA Administrator. Be prepared to discuss your understanding of the industry, key regulations, and how they impact the work you’ll be doing.

✨Highlight Relevant Experience

Make sure to showcase your previous experience as an IFA Administrator or in a similar role. Use specific examples to demonstrate how your skills align with the requirements of the job, especially any relevant qualifications like FA1.

✨Prepare for Remote Work Questions

Since the position offers hybrid or remote working, be ready to discuss your experience with remote work. Highlight your ability to manage time effectively, communicate clearly, and stay organised while working independently.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.

IFA Administrator - Wealth Management IFA, Financial Services Remote or Hybrid
Astral Recruitment
Location: Maidstone
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  • IFA Administrator - Wealth Management IFA, Financial Services Remote or Hybrid

    Maidstone
    Full-Time
    24000 - 40000 £ / year (est.)
  • A

    Astral Recruitment

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