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- Tasks: Support financial advisers and manage client relationships in a dynamic team.
- Company: Join a respected financial services firm with a collaborative culture.
- Benefits: Enjoy competitive salary, hybrid working, and a great benefits package.
- Why this job: Gain valuable experience in the financial advice industry while making a real impact.
- Qualifications: 1-2 years in IFA administration or similar role; strong IT and communication skills.
- Other info: Excellent career growth opportunities in a supportive environment.
The predicted salary is between 30000 - 35000 £ per year.
C&C Search is currently recruiting an IFA Assistant for a dynamic and professional financial services firm based in London. This is an exciting opportunity to join a collaborative and supportive operations team on a 10‑month fixed‑term contract within a highly respected organisation. The role offers variety, excellent exposure to the financial advice industry, and great benefits, including hybrid working.
Position: IFA Assistant, 10 month fixed‑term contract
Salary: £30,000 – £35,000 (depending on experience)
Hybrid set up: Full‑time office‑based in London with the option to work from home one day a week (depending on business needs)
Benefits: Competitive benefits package
What they do: A well‑established financial services firm providing bespoke wealth management and financial advice to private clients.
Company culture and what makes them great to work for: This company prides itself on delivering exceptional client service and fostering a collaborative, professional and friendly environment. With a strong focus on teamwork, development and client care, this is an excellent environment for someone looking to grow their career within financial services operations.
Key responsibilities for this IFA Assistant position:
- Provide essential support to Partners, Financial Advisers, and Private Client Managers in managing client relationships and new business.
- Obtain valuations, performance data and prepare client reports and application packs.
- Prepare and process documentation throughout the client journey, including applications, withdrawals, and client onboarding.
- Manage and maintain accurate client data.
- Liaise with providers and clients to resolve queries via email, phone, and post.
- Oversee post, courier arrangements, and general office administration.
- Support with office operations including reception duties, meeting room bookings, and supplies management.
- Participate in ad hoc projects and data management initiatives.
What background and experience are the company looking for?
- Minimum 1‑2 years’ experience in an IFA administration or within a similar financial services support role.
- Ideally you will be immediately available or on short notice.
- Ideally you will have strong knowledge of ISAs, GIAs, pensions, offshore bonds, and trusts.
- Preferably you will have familiarity with UK financial regulation, GDPR, and Consumer Duty requirements.
- Excellent IT skills and ability to adapt to new systems quickly (experience with XPLAN advantageous).
- Highly organised, detail‑oriented, and able to manage multiple tasks and deadlines.
- Strong interpersonal and communication skills with a client‑focused mindset.
IFA Assistant (10 month FTC) in City of London employer: C & C search
Contact Detail:
C & C search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Assistant (10 month FTC) in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for an IFA Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and teamwork, as this will help you align your answers with what they value. Plus, it shows you're genuinely interested in being part of their team!
✨Tip Number 3
Practice your communication skills! As an IFA Assistant, you'll need to liaise with clients and providers regularly. Role-play common scenarios with a friend or family member to boost your confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that suit your skills and experience. Plus, it helps us keep track of your application and get you the support you need throughout the process.
We think you need these skills to ace IFA Assistant (10 month FTC) in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Assistant role. Highlight relevant experience in financial services and any specific skills that match the job description, like knowledge of ISAs or pensions. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your background makes you a great fit. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since the role involves liaising with clients and providers, make sure your written application reflects strong communication skills. Use clear and concise language, and don’t forget to proofread for any typos – attention to detail is key!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re proactive and keen to join our collaborative team!
How to prepare for a job interview at C & C search
✨Know Your Stuff
Make sure you brush up on your knowledge of ISAs, GIAs, pensions, and trusts. The interviewers will likely ask you about these topics, so being well-versed will show that you're serious about the role and understand the financial services landscape.
✨Showcase Your Organisational Skills
Since the role requires managing multiple tasks and deadlines, be prepared to discuss how you stay organised. Bring examples of how you've successfully juggled various responsibilities in previous roles, and maybe even share a few tools or methods you use to keep everything on track.
✨Demonstrate Your Client-Focused Mindset
This company values exceptional client service, so think of specific instances where you've gone above and beyond for a client. Be ready to explain how you handle queries and maintain relationships, as this will highlight your interpersonal skills and commitment to client care.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for growth within the firm. This not only shows your interest in the position but also helps you gauge if the company is the right fit for you.
