At a Glance
- Tasks: Support financial advisers and ensure smooth client service in a collaborative team.
- Company: People-first wealth planning group with strong values and community focus.
- Benefits: Competitive salary, 25 days holiday, remote work, and exam support.
- Other info: Dynamic role with opportunities to develop into paraplanning.
- Why this job: Join a company that makes a difference and offers real career progression.
- Qualifications: Experience in IFA administration and strong organisational skills required.
The predicted salary is between 28000 - 36000 £ per year.
Location: Colchester (Hybrid: 2 days WFH after probation)
Salary: £28,000 - £36,000 (depending on experience)
About the company
We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning. They are driven by strong values including authenticity, warmheartedness and integrity, and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back, raising significant funds for:
- Local community projects
- Financial education initiatives
- Local nature and environmental causes
What's on offer
- £28,000 - £36,000 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
- Free on-site parking
- Pod structure - work closely with up to 2 advisers and a paraplanner
- Supportive, friendly culture with genuine values
- Opportunities for development - including development into paraplanning through a trainee paraplanner programme
- 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.
The role
As an IFA Administrator, you will be part of the Support Hub, working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner. You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility.
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 they are looking for
- Experience in IFA / wealth management administration
- Strong organisational skills and attention to detail
- Confident communicator (written & verbal)
- Ability to manage your own workload
- Team player who enjoys working closely with others
IFA Administrator/Wealth Planning Administrator - 2 days from home in Great Bentley employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in North Bristol, where you'll thrive in a supportive and collaborative work culture that values organisation and proactive problem-solving. With opportunities for professional growth and a hybrid working model post-probation, this role offers a unique chance to be an integral part of a team dedicated to delivering exceptional client experiences. Enjoy a competitive salary and the satisfaction of being the trusted right-hand person to a financial adviser, ensuring smooth operations and fostering strong client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator/Wealth Planning Administrator - 2 days from home in Great Bentley
✨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 Cranleigh Personnel. 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 Administrator/Wealth Planning Administrator - 2 days from home in Great Bentley
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 Cranleigh Personnel.
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 Cranleigh Personnel'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 Cranleigh Personnel
✨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 Cranleigh Personnel.
✨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 Cranleigh Personnel 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 Cranleigh Personnel 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.
