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- Tasks: Join a close-knit team to manage client documentation and prepare for meetings.
- Company: A respected boutique wealth planning firm known for exceptional client service.
- Benefits: Enjoy a competitive salary, bonuses, 25 days holiday, and hybrid working options.
- Why this job: Thrive in a supportive culture with mentorship and opportunities for professional growth.
- Qualifications: Experience in administration is preferred; enthusiasm and willingness to learn are key.
- Other info: Full exam support provided, with a clear pathway to paraplanning.
The predicted salary is between 28000 - 42000 £ per year.
Location: Cobham
Salary: Up to £35,000 - Plus exceptional bonuses
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10. This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanning—should you wish to pursue it.
About the Company:
Our client is a well-respected, boutique wealth planning firm with a strong reputation for delivering exceptional service to their clients. Their team is made up of 4 Administrators, 2 Paraplanners, and 4 Advisers who work closely together to ensure client needs are met with precision and care. As part of this team, you’ll collaborate with experienced professionals, gaining exposure to technical financial cases and playing a key role in delivering high-quality client service.
Why Join This Team?
- Team Culture: Be part of a friendly, supportive environment where everyone works together to achieve success.
- Technical Growth: Gain hands-on experience working on complex financial cases, helping you build your technical skills and expertise.
- Professional Development: Full support for exams, with a clear pathway into paraplanning if you choose to explore that route.
- Mentorship: Work alongside experienced professionals who are eager to guide and support your career progression.
- Additional Benefits: Competitive salary up to £35,000 plus exceptional bonuses, Hours: 9am - 5pm, 25 days holiday + bank holidays, Free on site parking provided, Full exam support and mentorship, Opportunity to discuss hybrid working options.
Key Responsibilities:
- Processing new business and handling client documentation
- Managing the Advisers' inbox and keeping everything running smoothly
- Proactively preparing for client meetings, ensuring all materials and reports are ready
- Coordinating with Advisers to provide outstanding service to clients
- Organising annual reviews for clients and scheduling these into the Advisers' diaries
If you’re looking to be part of a collaborative team in a boutique firm where your contributions will be valued and your growth supported, we’d love to hear from you. Apply today!
IFA Administrator / Wealth Planning Administrator employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator / Wealth Planning Administrator
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, culture, and the specific services they offer. This will help you tailor your responses and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. They can provide valuable insights into the company culture and the role itself, which can help you prepare better for your interview.
✨Tip Number 3
Prepare to discuss your experience with client documentation and administrative tasks, as these are key responsibilities in the role. Be ready to share specific examples of how you've successfully managed similar tasks in the past.
✨Tip Number 4
Show enthusiasm for professional development during your interview. Mention any relevant qualifications or courses you're interested in pursuing, especially those related to paraplanning, as this aligns with the company's support for career growth.
We think you need these skills to ace IFA Administrator / Wealth Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and wealth planning. Emphasise any technical skills or knowledge related to financial services that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to join this team, such as their supportive culture and opportunities for professional development.
Highlight Teamwork Experience: Since the role emphasises collaboration, include examples of how you've successfully worked in teams in previous positions. This will demonstrate your ability to fit into their close-knit environment.
Showcase Your Commitment to Growth: Mention your willingness to pursue further qualifications or training, especially if you're interested in paraplanning. This shows that you're proactive about your professional development, which is valued by the company.
How to prepare for a job interview at Cranleigh Personnel
✨Understand the Company Culture
Before your interview, take some time to research the company's culture. Since this role is in a collaborative team environment, be prepared to discuss how you thrive in teamwork and contribute positively to group dynamics.
✨Showcase Your Technical Skills
As an IFA Administrator, you'll be dealing with complex financial cases. Be ready to talk about your previous experience with financial documentation and any technical skills that are relevant to the role. Highlight specific examples where you've successfully managed similar tasks.
✨Prepare Questions for Your Interviewers
Having thoughtful questions prepared shows your genuine interest in the role and the company. Ask about the mentorship opportunities available, the types of financial cases you might work on, or how the team collaborates on client projects.
✨Demonstrate Your Commitment to Professional Development
This position offers support for exam progression and a pathway into paraplanning. Share your career aspirations and how you plan to utilise the support provided by the company to further your professional development.
