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For Companies At a Glance
- Tasks: Support clients with financial planning and technical administration in a collaborative team.
- Company: Boutique IFA practice with modern offices and a focus on client satisfaction.
- Benefits: Salary up to £40,000, flexible working, and structured career progression.
- Why this job: Join a supportive team and grow your career in wealth planning with mentorship opportunities.
- Qualifications: Strong communication skills and a passion for finance are essential.
- Other info: Enjoy a dynamic work environment with excellent staff retention and development programmes.
The predicted salary is between 30000 - 40000 £ per year.
Location: Maidenhead (walking distance from the station and with free on-site parking)
Type: Full-time, office-based (with up to 2 days from home after probation)
Salary: £30,000 - £40,000 depending on experience.
The opportunity:
We’re working with a boutique, growing IFA practice based in brand-new modern offices in Maidenhead. The original wealth planning business has exceptional staff retention and prides itself on being a detail-oriented, client-focused holistic financial planning company. Due to their recent link to an accountancy practice, they are now looking to hire another administrator into the business. This role is ideal for someone who enjoys a mix of client contact, technical administration, and team collaboration — with the added bonus of a clear progression route into paraplanning.
Progression & development:
One of the standout features of this role is the structured progression pathway into paraplanning, and the client’s genuine enthusiasm for helping people to develop if they wish to. Our client has an apprenticeship programme in place, offering:
- Once a week session with a mentor to help with exam prep and to set objectives for further technical exposure
- Hands-on involvement in…
IFA Administrator / Wealth Planning Administrator - up to 2 days from home in Thatcham 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 - up to 2 days from home in Thatcham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend local events, or join online forums. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely cares about being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace IFA Administrator / Wealth Planning Administrator - up to 2 days from home in Thatcham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the IFA Administrator role. Highlight any relevant client contact or technical administration experience to show us you’re the right fit!
Craft a Personal Cover Letter: Don’t just send a generic cover letter! Use this opportunity to express why you’re excited about joining our boutique practice and how you can contribute to our detail-oriented, client-focused approach.
Showcase Your Team Spirit: Since collaboration is key in this role, share examples of how you’ve worked well in teams before. We love seeing candidates who value teamwork as much as we do!
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you understand the basics of financial planning and the role of an IFA Administrator. Brush up on key terms and concepts, as well as the specific services offered by the company. This will show your genuine interest and help you answer questions confidently.
✨Show Your Client Focus
Since this role involves client contact, be prepared to discuss how you’ve successfully managed client relationships in the past. Share examples that highlight your attention to detail and ability to communicate effectively, as these are crucial in a client-focused environment.
✨Emphasise Team Collaboration
This position values teamwork, so think of instances where you’ve worked well with others. Be ready to talk about how you contribute to a team dynamic and support your colleagues, especially in a busy office setting.
✨Ask About Progression Opportunities
Demonstrate your ambition by asking about the structured progression pathway into paraplanning. Inquire about the mentorship programme and how the company supports professional development. This shows you’re not just looking for a job, but a career.
