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- Tasks: Support financial planners and deliver top-notch service to clients.
- Company: Reputable IFA practice with a friendly, low-turnover environment.
- Benefits: Annual bonus, generous holiday, hybrid working, and flexible hours.
- Other info: Opportunity for career growth and internal promotions.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Financial Planning Administrator – Waltham Cross – Part Time (3 or 4 days a week). Hybrid working – 1 day a week working from home (after probation period). This is a highly reputable IFA practice that offers holistic financial planning and discretionary fund management services to HNW clientele across the UK. The practice has a range of loyal clients that wins business through word-of-mouth, referrals and repeat-client, and has experienced consistent business growth over the last couple of years and has enjoyed high client retention. The firm has a friendly working environment, which is reflected in their low staff turnover with most staff having worked there for 5+ years. This role is to replace someone who has been promoted internally.
The Financial Planning Administrator will be required to work alongside Paraplanners, Advisers and Directors to provide consistently high levels of service to clients.
Ideal Candidate
- Have experience working within a comparable Financial Planning Administrator position, HOWEVER will consider candidates from wider Financial Services
- Have knowledge of systems i.e. Xplan or similar, and investment platforms
- Have excellent telephone manner, Maths/English and clear written communication skills
- Live locally to Waltham Cross
Company Benefits
- Company wide annual bonus
- 8% employer pension contribution without matching
- 25 days holiday plus bank holiday
- Hybrid working after probation
- Flexible part time working if required
What 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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
IFA Administrator (Part Time) in Waltham Cross employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Part Time) in Waltham Cross
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at reputable firms. A friendly chat can often lead to insider info or even a referral.
✨Tip Number 2
Prepare for that interview! Research the company and its culture, especially since they value client relationships and staff retention. Be ready to discuss how your experience aligns with their needs and how you can contribute to their friendly environment.
✨Tip Number 3
Show off your skills! If you have experience with systems like Xplan, make sure to highlight that during conversations. Practical examples of how you've used these tools can really set you apart from other candidates.
✨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’re here to help you every step of the way, so let’s get you that job!
We think you need these skills to ace IFA Administrator (Part Time) in Waltham Cross
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience in financial planning and any systems you've used, like Xplan. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our friendly team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since clear written communication is key for this role, make sure your application is free from typos and errors. We appreciate attention to detail, so take the time to proofread before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific systems mentioned in the job description, like Xplan. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Communication Skills
Since excellent communication is key for this position, practice articulating your thoughts clearly. You might even want to prepare a few examples of how you've successfully communicated with clients or colleagues in the past.
✨Demonstrate Your Team Spirit
This role involves working closely with Paraplanners, Advisers, and Directors, so be ready to talk about your experience in team settings. Share examples of how you've collaborated effectively and contributed to a positive work environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and the team you'll be working with. This not only shows your interest but also helps you gauge if the firm is the right fit for you.