At a Glance
- Tasks: Manage client care, new business processing, and back-office accuracy in a dynamic environment.
- Company: Established financial planning firm in the heart of London.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Supportive culture with a focus on client satisfaction and career development.
- Why this job: Be part of a team that helps clients achieve their ideal financial future.
- Qualifications: Experience in financial administration and knowledge of investment products is essential.
The predicted salary is between 29700 - 36300 £ per year.
Our client is an established, client-centred financial planning firm based in the City of London. They help individuals, families and business owners envision their ideal future lifestyle and build the financial roadmap to get them there.
This role sits at the intersection of client care, new business processing and back-office accuracy. You will manage a high volume of moving parts, new business submissions, annual reviews, provider queries and CRM records, while maintaining the calm, organised approach that lets advisers focus on advice rather than admin.
Experience:
- Previous experience in a financial administration, client services or new business support role within financial planning, wealth management or an IFA business (essential)
- Working knowledge of retail investment products, pensions, ISAs, GIAs, protection and platform-based investments
- Experience using back-office/CRM systems such as Intelliflo Office, and confidence learning new platforms and provider portals
- Understanding of the new business lifecycle, from application through to completion, and of provider processes and turnaround times
- Awareness of FCA requirements relevant to client administration, including Know Your Client, AML and file-keeping standards
- Progress towards, or willingness to work towards, a relevant industry qualification (e.g. CII Certificate in Financial Services) is desirable but not essential.
IFA Group Administrator Hybrid in London employer: Cameron James
Join a dynamic project-driven business as the Head of Finance, where you will lead a talented team and play a pivotal role in shaping financial strategies. Our supportive work culture fosters collaboration and innovation, offering ample opportunities for professional growth and development. Located in a vibrant area, we provide competitive salaries and a range of benefits that make us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Group Administrator Hybrid in London
✨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 Cameron James. 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 IFA Group Administrator Hybrid in London
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 Cameron James.
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 Cameron James'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 Cameron James
✨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 Cameron James.
✨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 Cameron James 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 Cameron James 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.
