Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Consultants and Paraplanners in delivering bespoke wealth management solutions.
- Company: A forward-thinking financial planning firm with a commitment to professional development.
- Benefits: Hybrid working, competitive salary, and full support for professional qualifications.
- Other info: Excellent career growth opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Technical knowledge in pensions and investments, plus strong IT and communication skills.
Formed in the 1980s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world, due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator.
You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm’s compliance policy.
You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. Experience of suitability reports would be beneficial.
Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career.
Local to the office in Surrey, Fetcham. Hybrid working is available. Salary negotiable, depending on experience. This is an excellent opportunity to join a forward-thinking Financial Planning firm who are committed to professional development.
Please apply online or contact Cameron James for more information.
IFA Administrator employer: Cameron James Professional Recruitment
Contact Detail:
Cameron James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of pensions and investments. We recommend practising common interview questions related to IFA administration so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator role. We’re all about supporting your career growth, so make sure to highlight your desire for professional development in your application!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in administration, business processing, and any relevant qualifications. We want to see how your skills align with our focus on Retirement Planning, Investments, and Tax.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background makes you a great fit for our team. Don’t forget to mention your technical knowledge of Pensions and Investments!
Showcase Your Communication Skills: As an IFA Administrator, strong communication skills are key. In your application, demonstrate your ability to convey information clearly and accurately. This will show us that you can handle client correspondence with the highest accuracy.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our forward-thinking team!
How to prepare for a job interview at Cameron James Professional Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding Pensions and Investments. Familiarise yourself with the latest trends in Retirement Planning, Tax, and Estate Planning. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Prepare for Suitability Reports
Since experience with suitability reports is beneficial, take some time to understand what goes into them. If you have examples from past roles, be ready to discuss them. If not, consider reviewing sample reports to get a feel for the structure and content expected.
✨Showcase Your IT Skills
As an IFA Administrator, strong IT skills are crucial. Be prepared to discuss the software and tools you've used in previous roles. If you have experience with specific financial planning software, mention it! This will demonstrate your readiness to hit the ground running.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with questions that show your interest in the firm’s approach to client management and professional development. Ask about their support for achieving Diploma Status or how they handle compliance. This shows you're thinking about your future with them.