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- Tasks: Support the Director with admin tasks and assist advisers before and after client meetings.
- Company: Join a caring boutique wealth planning practice that values its employees and clients.
- Benefits: Enjoy remote work options, a supportive team, and a family-oriented culture.
- Why this job: Be part of a valued team in a company that invests in your growth and well-being.
- Qualifications: No specific qualifications required; just a passion for administration and teamwork.
- Other info: Full training provided in a friendly environment with opportunities for career advancement.
The predicted salary is between 24000 - 28000 £ per year.
Job Description
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £28,000 – £35,000
Are you an IFA / Wealth Planning Administrator seeking your next career opportunity?
Do you find yourself in a situation where:
- You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
- You believe your hard work isn't reflected in your salary and know you deserve
- more?
- You are looking to be a key valued member of the team, supporting the Director of the business?
If so, we may have the perfect opportunity for you!
About the Company/Role:
Our client is a well-established boutique wealth planning practice known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.
In this role, you will:
- Collaborate closely with the Director, providing comprehensive administrative support.
- You will be working in a varied role supporting the Adviser before and after meetings for any preparation and suitability letters
- In the team there are 3 advisers, 1 x administrator and a Practice Manager – so full training and support will be provided.
What We Offer:
Join a company that values its employees and provides superb benefits, including:
- 1 x day home working (designated day – Wednesday)
- A friendly, supportive team environment where collaboration is encouraged.
- The chance to gain more technical admin experience
- A family-oriented culture that promotes work-life balance and employee well- being.
If you are looking to thrive in a company that truly invests in its people and offers fantastic benefits and career opportunities, please apply today!
We’d love to discuss this exciting role with you in more detail.
IFA / Wealth Planning Administrator employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA / Wealth Planning Administrator
✨Tip Number 1
Research the company culture and values before your interview. Since this role is in a family-oriented business, demonstrating that you align with their values can set you apart from other candidates.
✨Tip Number 2
Prepare to discuss your experience in providing administrative support, especially in a financial context. Highlight any specific tools or software you've used that are relevant to wealth planning.
✨Tip Number 3
Show enthusiasm for collaboration and teamwork during your conversations. This role involves working closely with the Director and advisers, so emphasising your ability to work well in a team will be beneficial.
✨Tip Number 4
Be ready to discuss how you manage your workload and prioritise tasks. Given the varied nature of the role, showcasing your organisational skills will demonstrate that you're a good fit for the position.
We think you need these skills to ace IFA / Wealth Planning Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the IFA / Wealth Planning Administrator position. Tailor your application to highlight how your skills and experiences align with what the company is looking for.
Craft a Tailored CV: Create a CV that specifically addresses the key skills mentioned in the job description, such as administrative support and collaboration. Use clear headings and bullet points to make it easy to read, and ensure your most relevant experience is highlighted.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention why you are drawn to their family-oriented culture and how you can contribute to the team. Be sure to include specific examples of your past experiences that demonstrate your suitability for the position.
Proofread Your Application: Before submitting your application, take the time to proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is accurate and up-to-date. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Cranleigh Personnel
✨Research the Company Culture
Before your interview, take some time to understand the family-oriented culture of the company. Familiarise yourself with their values and how they support their employees. This will help you demonstrate that you align with their ethos during the conversation.
✨Prepare for Technical Questions
As an IFA / Wealth Planning Administrator, you may be asked about specific financial regulations or administrative processes. Brush up on relevant knowledge and be ready to discuss your experience in supporting advisers, especially in preparing for meetings and drafting suitability letters.
✨Showcase Your Team Spirit
Since the role involves collaboration with a small team, highlight your ability to work well with others. Share examples from your past experiences where you contributed to a team environment, showing that you can be a supportive and valued member of their team.
✨Express Your Desire for Growth
The company values employees who are eager to learn and grow. Be sure to express your interest in gaining more technical admin experience and how you see this role as a stepping stone in your career. This shows your commitment to personal development and aligns with their investment in their people.
