At a Glance
- Tasks: Support experienced Financial Advisers with administration and paraplanning tasks.
- Company: Established IFA practice in Newbury with a supportive team culture.
- Benefits: Competitive salary, hybrid work potential, and professional development support.
- Other info: Opportunity for career growth and technical development in a dynamic environment.
- Why this job: Gain hands-on experience while working closely with seasoned professionals in finance.
- Qualifications: 3+ years in IFA administration; some paraplanning exposure preferred.
The predicted salary is between 30000 - 35000 € per year.
A well-established IFA practice with an office in Newbury, Berkshire is looking to appoint an experienced IFA Administrator / Junior Paraplanner to support two highly experienced Financial Advisers following a retirement. This is a hands-on hybrid role combining senior IFA administration with junior paraplanning exposure, ideal for someone who already has solid experience and is looking to continue developing technically.
The Role
- You will provide end-to-end support to two Advisers (both long-established and highly experienced), helping to deliver a high-quality, client-focused advice service.
Key Responsibilities
- Providing full administrative support to two Financial Advisers
- Managing LOAs, valuations and fund switches
- Processing new business, reviews and ongoing servicing
- Supporting suitability report preparation and recommendations
- Assisting with paraplanning duties and technical research
- Maintaining accurate client records and workflow management
- Liaising with providers, platforms and third parties
- Ensuring compliance with FCA and internal procedures
What They’re Looking For
- Minimum 3 years’ experience in an IFA Administrator or Client Support role (more preferred)
- Some exposure to paraplanning or report writing (must be genuine; not just in title)
- Strong organisational skills and attention to detail
- Comfortable supporting senior advisers and managing responsibility
- Part-qualified candidates welcome – Level 4 fully supported
- Ambition to develop technically, but not someone looking to move into an advising role
IFA Administrator / Junior Paraplanner employer: Eden Rose
Join a well-established IFA practice in Newbury, Berkshire, where you will be part of a supportive and collaborative work culture that prioritises employee growth and development. With competitive salaries and the potential for hybrid working arrangements, this role offers a unique opportunity to gain hands-on experience while working closely with seasoned Financial Advisers. The company is committed to fostering a positive environment that encourages continuous learning and professional advancement, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator / Junior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about opportunities at IFA firms. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves paraplanning and client support, make sure you can discuss relevant topics confidently. We recommend practising common interview questions with a friend or using mock interview tools.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects effectively. This will demonstrate your ability to support senior advisers and handle responsibilities smoothly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace IFA Administrator / Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator / Junior Paraplanner role. Highlight your relevant experience and skills that match the job description, especially your administrative support and paraplanning exposure.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your passion for client-focused advice and how your background aligns with the responsibilities outlined in the job description.
Showcase Your Organisational Skills:Since strong organisational skills are key for this position, make sure to provide examples in your application. Whether it's managing client records or handling multiple tasks, let us know how you keep everything on track!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and paraplanning. Familiarise yourself with the key responsibilities listed in the job description, like managing LOAs and processing new business. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in IFA administration or client support. Be ready to discuss how you've managed responsibilities and supported senior advisers, as this will demonstrate your capability and readiness for the position.
✨Ask Smart Questions
Come prepared with insightful questions about the company and the role. Inquire about the team dynamics, the tools they use for workflow management, or how they ensure compliance with FCA procedures. This shows your genuine interest and helps you assess if the company is the right fit for you.
✨Demonstrate Your Ambition
Express your desire to develop technically and your willingness to learn. Mention any relevant qualifications or courses you’re considering, like Level 4, to show that you’re proactive about your professional growth. This can set you apart as a candidate who’s committed to their career.
