At a Glance
- Tasks: Provide top-notch support to clients and colleagues in a dynamic financial planning environment.
- Company: A forward-thinking IFA practice focused on client-centric services.
- Benefits: Generous salary package, professional development support, and a collaborative team atmosphere.
- Other info: Great opportunities for career growth and skill enhancement.
- Why this job: Join a successful firm and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and strong IT skills are essential.
The predicted salary is between 27000 - 33000 £ per year.
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm?
Are you able to utilise your expertise to deliver a first class service to clients and colleagues?
Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you.
Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner, you will act as the initial point of contact for client queries and well as liaising with product providers.
In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties.
Your work will cover Investment, pension, Tax and Protection planning.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice.
You will be able to manage new business processing and be highly IT literate.
You must have excellent written and verbal communication skills and be able to work using your own initiative.
Progress with professional qualifications is preferred.
You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.
This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.
In return, you will receive a generous basic package and the support to develop your skills and further your career.
Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service.
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IFA Administrator - Financial Planning in London employer: Brevere Group Careers
Join a well-established Independent Financial Advisory firm in the heart of Shrewsbury, where you will be part of a friendly and professional team dedicated to securing financial futures. Enjoy a collaborative work culture that values ongoing training and professional development, alongside flexible working hours and opportunities for career progression, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator - Financial Planning in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Brevere Group Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Brevere Group Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Brevere Group Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace IFA Administrator - Financial Planning in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Brevere Group Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Brevere Group Careers how you can be a team player!
How to prepare for a job interview at Brevere Group Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Brevere Group Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Brevere Group Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
