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- Tasks: Support Financial Planners and ensure smooth daily operations in a friendly team.
- Company: Join a respected Financial Services firm known for its growth and stability.
- Benefits: Enjoy flexible hours, remote work options, and a supportive work-life balance.
- Why this job: Be part of a close-knit team that values your contributions and offers professional development.
- Qualifications: Experience in IFA or Financial Planning, strong communication skills, and knowledge of pensions.
- Other info: Initial office training for 3 months, then fully remote with occasional visits.
The predicted salary is between 21000 - 28000 £ per year.
Part-Time IFA Administrator Flexible Hours / Remote Working Up to £35,000 pro rata A fantastic opportunity has arisen for an experienced part-time IFA Administrator to join a well-established and highly regarded Financial Services firm. The role offers flexibility – whether you\’re looking for 2, 3 full days, or 4 shorter days per week, this could suit your schedule perfectly. Initially, the role will be office-based for the first 3 months to allow for comprehensive training and onboarding. After that, the position can be fully remote, with occasional office visits as needed. This opening has arisen due to the firm\’s ongoing growth – its two Financial Planners receive regular weekly referrals without the need for marketing, resulting in a steady stream of business. The Role: You\’ll work alongside another administrator to support the Financial Planners, helping to ensure the day-to-day operations of the business run smoothly. This is a tight-knit, welcoming team offering a relaxed yet professional environment where you\’ll be treated like family. The firm is open-minded about working hours, making this an excellent opportunity to achieve a great work-life balance. To be considered for this IFA admin position: * Previous experience within an IFA or Financial Planning practice * Strong organisational and communication skills * Confident working with Intelligent Office (IO) * Solid understanding of pensions and investment products * A proactive and detail-oriented approach What’s Next? Apply today to be considered for this flexible part-time IFA Admin opportunity. If suitable, one of our specialist consultants will be in touch to discuss the role in more detail and explore how it fits your background, skills, and motivations. Where relevant, we’ll also highlight other opportunities that align with your experience. Know someone else who might be a fit? Refer a friend or colleague and receive £200 if we help them secure a new position. Keywords: IFA Support, Technical Administrator, Financial Planning Admin, Adviser Support
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 Intelligent Office (IO) as it's a key tool for this role. Consider taking an online course or watching tutorials to boost your confidence and demonstrate your proactive approach during the interview.
✨Tip Number 2
Highlight your previous experience in IFA or Financial Planning practices during networking events or on professional platforms like LinkedIn. Engaging with industry professionals can lead to valuable connections and insights about the role.
✨Tip Number 3
Prepare to discuss your understanding of pensions and investment products in detail. Being able to articulate your knowledge will show that you're not just qualified, but also genuinely interested in the field.
✨Tip Number 4
Emphasise your organisational and communication skills in conversations with recruiters or during interviews. Share specific examples of how you've successfully managed tasks or projects in previous roles to illustrate your capabilities.
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 within an IFA or Financial Planning practice. Emphasise your organisational and communication skills, as well as your familiarity with Intelligent Office (IO) and understanding of pensions and investment products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive and detail-oriented approach. Mention why you are interested in this specific role and how your skills align with the company's needs. Personalise it to reflect your enthusiasm for joining their tight-knit team.
Highlight Relevant Experience: In your application, be sure to include specific examples of your past work that demonstrate your ability to support Financial Planners effectively. This could include tasks you've managed, challenges you've overcome, or any relevant projects you've been involved in.
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 for the IFA Administrator role.
How to prepare for a job interview at Eden Rose
✨Showcase Your Experience
Make sure to highlight your previous experience within an IFA or Financial Planning practice. Be prepared to discuss specific tasks you handled and how they relate to the role you're applying for.
✨Demonstrate Organisational Skills
Since strong organisational skills are crucial for this position, think of examples where you've successfully managed multiple tasks or projects. This will show that you can handle the day-to-day operations smoothly.
✨Familiarity with Intelligent Office
If you have experience working with Intelligent Office (IO), be ready to discuss it in detail. If not, do some research beforehand to understand its functionalities and how it supports financial planning.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics and the company's approach to work-life balance. This shows your genuine interest in the role and helps you assess if it's the right fit for you.