Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and assist with high-net-worth clients' needs.
- Company: Join an award-winning financial planning firm with over 30 years of industry leadership.
- Benefits: Enjoy 25 days holiday, private medical cover, and study support for chartered status.
- Why this job: Be part of a diverse team focused on professional growth and client success.
- Qualifications: Experience in financial planning and understanding of the advisory process is essential.
- Other info: This role offers hybrid working and progression opportunities within a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
Overview
This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This company have an exciting opportunity for an experienced IFA Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.
You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.
Role details
IFA Administrator / Client Services Executive (12 Month FTC)
Wimborne, Dorset, Hybrid working – 2/3 days in the office
Benefits
- 25 days holiday + bank holidays
- 10% contributory pension
- Private Medical Cover
- 4x Life Assurance
- Study support
- Progression opportunities
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates ideally have:
- Previous experience within Financial Planning in an IFA Administrator support role
- Understanding of the full financial planning & corporate advice process
- Experience dealing with a range of clients and confident in the processes involved in an Administrator role
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client
Seniority level
- Associate
Employment type
- Contract
Job function
- Finance
#J-18808-Ljbffr
IFA Administrator employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial planning and investment landscape. Understanding the key players, trends, and regulations in the industry will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with current IFA Administrators or financial advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients. Be ready to share specific examples of how you've supported advisers and managed client relationships, as this will demonstrate your suitability for the role.
✨Tip Number 4
Research the company’s values and culture. Since they emphasise diversity and inclusion, think about how your own experiences align with these values and be prepared to discuss them during your interview.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in financial planning and any relevant roles as an IFA Administrator. Use specific examples to demonstrate your understanding of the financial planning process and your ability to support advisers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry. Mention why you are interested in this particular role and how your skills align with the company's focus on diversity and inclusion.
Highlight Relevant Skills: In your application, emphasise your experience dealing with high-net-worth clients and your confidence in administrative processes. This will show that you understand the demands of the role and can contribute effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Eden Rose
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning and the corporate advice process. Be prepared to discuss how these concepts apply to the role of an IFA Administrator, as this will demonstrate your understanding and readiness for the position.
✨Showcase Your Client Interaction Skills
Since the role involves dealing with high-net-worth clients, be ready to share examples of your previous experiences in client interactions. Highlight your ability to communicate effectively and manage client expectations.
✨Emphasise Your Teamwork Experience
This company values collaboration, so be sure to mention any experience you have working within a team. Discuss how you’ve supported advisers or colleagues in the past and how you can contribute to their success.
✨Prepare Questions About Training and Development
The firm offers industry-leading training and support towards chartered status. Prepare thoughtful questions about their training programmes and how they can help you grow in your career, showing your commitment to professional development.