At a Glance
- Tasks: Support Senior Advisers in a dynamic team environment focused on client success.
- Company: Award-winning Chartered independent Financial Planning practice with a great culture.
- Benefits: Hybrid working, 25 days holiday, PMI, company bonus, and pension contributions.
- Other info: A brilliant place to work with excellent employee testimonials and growth opportunities.
- Why this job: Join a fast-paced team and work with high-net-worth clients while progressing your career.
- Qualifications: 5 years of experience in Financial Planning Administration and strong technical skills.
The predicted salary is between 36000 - 60000 £ per year.
A boutique, and well-renowned Chartered independent Financial Planning practice is looking for a Senior IFA Administrator to directly support Senior Advisers on a pod team basis. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.
You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%. The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.
If you would like the opportunity to work with high-net-worth clients, and are excited to join a fast-paced client team, this would be a brilliant role for you.
What’s needed to be considered?
- 5 years of experience in a Financial Planning Administrator (or Senior IFA Administrator) role
- Experience using IO, XPlan, Curo or similar back office systems is essential
- Proven experience of providing quality support to Financial Planners
Senior IFA Administrator employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Senior IFA Administrator role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you’re familiar with IO, XPlan, and Curo, as these are key systems in the industry. We want you to walk into that interview feeling confident and ready to impress!
✨Tip Number 3
Showcase your values! When you get the chance to chat with potential employers, make sure to highlight how your approach aligns with their focus on trustworthy advice and client care. This will help you stand out as a candidate who truly fits their culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in Financial Planning Administration and any relevant software skills like IO, XPlan, or Curo. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you embody our values. Share specific examples of how you've supported Financial Planners in the past, as this will resonate with us.
Showcase Your Team Spirit:Since you'll be working in a pod team, it's important to demonstrate your ability to collaborate. Mention any experiences where you've worked closely with others to achieve a common goal. We love team players who can contribute to our positive culture!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning administration. Familiarise yourself with the specific back office systems mentioned in the job description, like IO, XPlan, or Curo. Being able to discuss your experience with these tools will show that you're ready to hit the ground running.
✨Showcase Your Values
This company values trust and a client-focused approach, so be prepared to discuss how you embody these principles in your work. Think of examples where you've gone above and beyond for clients or supported your team in delivering exceptional service. This will help you connect with their culture.
✨Prepare for Team Dynamics
Since you'll be working in a pod team, it's important to demonstrate your ability to collaborate effectively. Be ready to share experiences where teamwork led to successful outcomes. Highlight how you support senior advisers and contribute to a positive team environment.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the role and the company. Inquire about the team’s current projects, opportunities for progression, or how they maintain their award-winning status. This not only shows your enthusiasm but also helps you gauge if this is the right fit for you.
