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- Tasks: Support Advisors, submit applications, prepare client review packs, and handle admin duties.
- Company: Join a thriving independent financial advisory firm focused on tailored investment services.
- Benefits: Enjoy a competitive salary, extensive training, hybrid work options, and company bonuses.
- Why this job: Fast-paced role with clear progression to Advisor within 2 years in a supportive environment.
- Qualifications: Ideal for IFA Administrators or similar roles eager to advance their careers.
- Other info: Equal opportunities employer; salary based on experience and qualifications.
£29,000 + Training + Progression + Hybrid After Probation + Company Bonus + Company Benefits
Cheltenham
Are you an IFA Administrator or similar, looking to join a successful independent financial advisors that will invest in your career heavily through 6-12 months of extensive internal training and provide clear routes to progress to Advisory within 2 years? On offer is the opportunity to join a successful and growing business that promotes progression from within, in a varied and fast-paced role where you play an integral part in supporting the Advisors.
Your responsibilities will include:
- Submitting new business applications for investments
- Following up with providers for information
- Preparing review packs for clients
- Handling general administrative duties
This dynamic business is a financial advisory firm providing tailored investment and wealth management services. This role would suit an IFA Administrator or similar looking to become a fully qualified Advisor in a business that will invest in your career heavily and promotes progression from within.
The Role:
- Supporting Advisors
- Submitting new business applications
- Progression to Advisor
- Monday - Friday, 9am - 5pm
- Hybrid after probation
The Person:
- IFA Administrator or similar
- Wants to progress to Advisor
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
IFA Administrator (Progression to Advisor) employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Progression to Advisor)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as IFA Administrators or Advisors. Attend local finance-related events or join online forums to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Research the company culture and values of the firm you're applying to. Understanding their approach to client service and employee development can help you tailor your conversations during interviews and demonstrate that you're a good fit for their team.
✨Tip Number 3
Prepare to discuss your understanding of the role and how it supports the Advisors. Familiarise yourself with common administrative tasks in financial advisory settings, so you can confidently explain how your skills align with the responsibilities outlined in the job description.
✨Tip Number 4
Show enthusiasm for professional development during your interactions with the company. Express your eagerness to undergo the training provided and your commitment to progressing to an Advisor role within the specified timeframe.
We think you need these skills to ace IFA Administrator (Progression to Advisor)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as an IFA Administrator or in similar roles. Emphasise skills that align with the job description, such as administrative duties and supporting financial advisors.
Craft a Compelling Cover Letter: Write a cover letter that expresses your enthusiasm for the role and outlines your career aspirations to progress to an Advisor. Mention how the company's training and progression opportunities align with your goals.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as attention to detail, organisational abilities, and experience with submitting business applications. Use specific examples to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at CV-Library
✨Know Your Role
Make sure you understand the responsibilities of an IFA Administrator and how they support Advisors. Familiarise yourself with tasks like submitting new business applications and preparing review packs, as these will likely come up in conversation.
✨Show Your Ambition
Express your desire to progress to an Advisor role. Discuss your long-term career goals and how this position aligns with them. Employers love candidates who are eager to grow and develop within the company.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the company and the role. You might ask about the training process or what a typical day looks like for an IFA Administrator.
✨Highlight Relevant Experience
If you have previous experience as an IFA Administrator or in a similar role, be sure to highlight it. Discuss specific examples of how you've supported Advisors or handled administrative tasks effectively.
