At a Glance
- Tasks: Support financial advisers by preparing client documentation and managing records.
- Company: Join a people-first wealth planning group with strong values and a supportive culture.
- Benefits: Enjoy a competitive salary, 25 days holiday, and remote work after probation.
- Other info: Opportunities for career progression and a friendly, collaborative environment.
- Why this job: Be part of a team that makes a real difference in clients' lives and the community.
- Qualifications: Experience in IFA administration and strong organisational skills are essential.
The predicted salary is between 28000 - 36000 £ per year.
Location: Billericay / East Anglia (Hybrid: 2 days WFH after probation)
Salary: £28,000 – £36,000 (depending on experience)
About the company
Our client is a forward-thinking, people-first wealth planning group founded in 2019 with the ambition to deliver next-generation financial planning. They are driven by strong values including authenticity, warm heartedness and integrity, and they genuinely care about both their clients and their team. This regional hub supports over 2,000 clients through a team of 14 Independent Financial Planners, providing truly holistic advice and long-term relationships. They are also passionate about giving back, raising significant funds for local community projects, financial education initiatives, and local nature and environmental causes. This is a firm with heart, purpose and a supportive culture where every team member is valued.
The role
Based in their Billericay office - one of their smaller high street location hubs, currently with two Advisers and a Client Services Administrator and now looking to add a new Client Service Administrator to the team. As an IFA Administrator, you will be part of the Support Hub, working in a pod-style team directly alongside an Adviser and a dedicated Paraplanner. The paraplanner will be based in the main Colchester Hub, and so someone who is used to liaising remotely with a paraplanner is a bonus but not essential. You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. This is a collaborative, involved position with variety and responsibility.
Details
- £27,000 – £35,000 salary (depending on experience)
- 25 days holiday + option to buy 5 more
- 2 days WFH after probation
- Full support with exams
- 1 paid community involvement day per year
- Pod structure – work closely with an adviser and a paraplanner
- Supportive, friendly culture with genuine values
- Be part of a business that truly gives back and makes a difference
- The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to paraplanning.
Key responsibilities
- Prepare client meeting packs and documentation
- Process new business applications and follow up with providers
- Maintain and update client records in back-office systems
- Manage annual review administration
- Draft and send client correspondence and updates
- Liaise with product providers for policy information
- Ensure compliance requirements are met
- Support advisers and paraplanner to deliver a seamless client journey
What you’ll bring
- Experience in IFA / Wealth Management Administration
- Strong organisational skills and attention to detail
- Confident communicator (written and verbal)
- Ability to manage your own workload
- Team player who enjoys working closely with others
If this role and company align with what you are looking for, please apply!
IFA Administrator/Wealth Planning Administrator - 2 days from home in Essex employer: Cranleigh Personnel
Our client is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee well-being and growth. With a strong commitment to community involvement and a clear progression pathway from administration to paraplanning, team members are valued and encouraged to thrive in their careers. The hybrid working model allows for flexibility, making it an ideal workplace for those seeking meaningful and rewarding employment in the wealth planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator/Wealth Planning Administrator - 2 days from home in Essex
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. Attend local events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this firm is all about authenticity and integrity, think of examples from your past that showcase these traits. Show them you’re not just a fit on paper but also in spirit!
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you’ll need to be a confident communicator. Role-play common interview questions with a friend or family member to help you articulate your thoughts clearly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator/Wealth Planning Administrator - 2 days from home in Essex
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the IFA Administrator role. Highlight any relevant experience in wealth management or administration, and don’t forget to showcase your organisational skills!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to express why you’re excited about this role and how your values align with the company’s. A personal touch goes a long way in showing us you’re genuinely interested.
Showcase Your Communication Skills:Since the role involves liaising with advisers and clients, make sure your written application demonstrates your confident communication style. Clear, concise language will help us see you as a strong candidate!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Cranleigh Personnel
✨Know the Company Values
Before your interview, take some time to understand the company's core values like authenticity and integrity. This will help you align your answers with what they stand for, showing that you're not just a fit for the role but also for their culture.
✨Prepare for Team Dynamics
Since this role involves working closely with an adviser and a paraplanner, think about examples from your past experiences where you've successfully collaborated in a team. Be ready to discuss how you can contribute to a supportive and friendly environment.
✨Showcase Your Organisational Skills
As an IFA Administrator, strong organisational skills are key. Prepare to share specific instances where your attention to detail made a difference in your previous roles. This will demonstrate your capability to manage workloads effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about their community involvement initiatives or the progression plan pathway. This shows your genuine interest in the company and the role, making you stand out as a candidate.
