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- Tasks: Manage diaries, inboxes, and client meetings for financial advisers.
- Company: Join a supportive team of 15 in a successful financial advisory firm.
- Benefits: Enjoy a competitive salary, bonuses, and free parking in modern offices.
- Why this job: Gain exposure to paraplanning and thrive in a fast-paced, collaborative environment.
- Qualifications: Experience as a Wealth Planning or IFA Administrator is essential.
- Other info: Full-time role with a focus on excellent customer service.
The predicted salary is between 28000 - 35000 £ per year.
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge? Do you thrive when taking ownership of your role - organising, planning and thinking ahead? Do you enjoy a collaborative approach with other team members, and a social supportive environment? Would you be looking for exposure to paraplanning elements and the opportunity to move into that department down the line? Then we have the role for you.
Info on role:
Our client is a Financial Advisers, who are part of the Quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an experienced administrator to join their existing team due to continued growth. The company is a social and supportive team of 15 in total. This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking. The company is fast-paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOAs, processing new business
Anyone who enjoys a fast-paced role, where they can take ownership and cultivate great relationships with their advisers, fellow team members and clients would thrive in this company. If this sounds like a great new step for you, please apply.
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA / Wealth Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in wealth planning and IFA roles. Understanding the key terms and processes will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at companies like ours.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects in previous roles. This will show your potential employer that you can thrive in a fast-paced environment.
✨Tip Number 4
Research our company culture and values. Being able to articulate why you want to work with us and how you align with our team dynamics will make a strong impression during your interview.
We think you need these skills to ace IFA / Wealth Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth planning or as an IFA administrator. Emphasise skills like organisation, client interaction, and teamwork, which are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position. Mention specific examples of how you've taken ownership in previous roles and how you thrive in fast-paced environments.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as diary management, client communication, and the ability to work collaboratively with advisers. This will demonstrate your fit for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in a financial services role.
How to prepare for a job interview at Cranleigh Personnel
✨Show Your Organisational Skills
As an IFA/Wealth Planning Administrator, you'll need to demonstrate your ability to organise and plan effectively. Be prepared to discuss specific examples of how you've managed diaries or coordinated meetings in previous roles.
✨Emphasise Team Collaboration
This role thrives on a collaborative approach, so highlight your experience working within a team. Share instances where you’ve successfully collaborated with colleagues to achieve common goals or improve client service.
✨Demonstrate Client Interaction Experience
Since the position involves significant client interaction, be ready to talk about your experience in building rapport with clients. Discuss how you’ve handled client queries or organised reviews in the past.
✨Express Your Interest in Paraplanning
The opportunity to progress into paraplanning is a key aspect of this role. Make sure to express your interest in this area and any relevant skills or knowledge you have that would support your transition into paraplanning.
