At a Glance
- Tasks: Support Financial Advisors with admin duties and ensure smooth client service.
- Company: Friendly financial services firm in the heart of Shrewsbury.
- Benefits: Flexible working hours, part-time options, and ongoing training.
- Other info: Opportunities for career progression in a welcoming office environment.
- Why this job: Join a supportive team and help clients secure their financial future.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm in the heart of Shrewsbury.
The Company
Our client is a well-established Independent Financial Advisory firm, providing clear and tailored financial advice to individuals, families, and businesses to help secure their financial future.
The Role
This office-based role will support Financial Advisors with a range of administrative duties, ensuring smooth client service and compliance standards are maintained. Full-time and part-time hours are available.
Key Responsibilities
- Providing administrative support to Financial Advisors
- Processing new business applications including pensions, investments, and protection
- Liaising with providers, platforms, and clients for updates and information
- Maintaining accurate client records and CRM systems
- Handling client queries professionally and efficiently
- Managing appointments and advisor diaries
- Assisting with compliance and FCA requirements
- Supporting clients through onboarding and review processes
About You
Previous experience in an IFA or financial services administration role is essential. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Confident communication and interpersonal skills. Experience with CRM/back-office systems such as Intelligent Office or Adviser Office. Able to work independently and within a team. Financial services qualifications (or working towards them) are advantageous.
Additional Information
Monday to Friday with flexible working hours. Part-time hours available, including a 4-day working week. Ongoing training and professional development support. Friendly office environment with opportunities for career progression.
Admin - Independent Financial Adviser (Ifa) in Shrewsbury employer: Brevere Group
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 providing tailored financial advice. With flexible working hours, including options for part-time and a 4-day working week, the company fosters a supportive work culture that prioritises employee growth through ongoing training and career progression opportunities. Experience a rewarding environment that values your contributions and helps secure the financial futures of clients.
StudySmarter Expert Advice🤫
We think this is how you could land Admin - Independent Financial Adviser (Ifa) in Shrewsbury
✨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 Brevere Group. 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 Admin - Independent Financial Adviser (Ifa) in Shrewsbury
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 Brevere Group.
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 Brevere Group'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 Brevere Group
✨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 Brevere Group.
✨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 Brevere Group 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 Brevere Group 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.
