At a Glance
- Tasks: Support Financial Advisors with admin duties and ensure smooth client services.
- Company: Established Independent Financial Advisory firm focused on clear, tailored advice.
- Benefits: Flexible hours, remote work options, ongoing training, and career progression.
- Other info: Collaborative environment with opportunities for professional development.
- Why this job: Join a friendly team and help clients secure their financial future.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 31500 - 38500 £ per year.
An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm.
Considering making an application for this job Check all the details in this job description, and then click on Apply.
The Company
Our client is a well-established Independent Financial Advisory firm dedicated to helping individuals, families, and businesses secure their financial future.
They pride themselves on delivering clear, jargon-free advice tailored to each client's needs, ensuring long-term financial security and peace of mind.
The Role
This is a full-time, position supporting Financial Advisors with a wide range of administrative duties.
You will play a key role in ensuring the smooth running of client services and maintaining high compliance standards.
Key responsibilities include
- Providing full administrative support to Financial Advisors
- Processing new business applications (pensions, investments, protection)
- Liaising with providers, platforms, and clients to obtain information and updates
- Managing client records and maintaining accurate data on internal systems/CRM
- Handling client queries in a professional and timely manner
- Scheduling appointments and managing advisor diaries
- Assisting with compliance requirements and ensuring FCA standards are met
- Supporting the end-to-end client journey from onboarding through to review
About You
- Previous experience within an IFA or financial services administration role is essential
- Strong understanding of financial products such as pensions, investments, and protection
- Excellent organisational skills with the ability to manage multiple tasks
- High attention to detail and accuracy
- Confident communicator with strong interpersonal skills
- Experience using xgikmsk CRM systems and back-office platforms
- Ability to work independently as well as part of a team
- Relevant financial services qualifications (or working towards) would be advantageous
- Additional Information
- Monday to Friday with flexible working hours
- Part-time applicants will also be considered
- Ongoing training and support with professional development available
- Friendly, collaborative office environment with opportunities for career progression
...
Remote working/work at home options are available for this role.
Junior Paraplanner - Wealth Management - Hybrid in Walton 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 Junior Paraplanner - Wealth Management - Hybrid in Walton
✨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 Junior Paraplanner - Wealth Management - Hybrid in Walton
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!
