Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners by preparing reports, maintaining databases, and handling client queries.
- Company: Join a Chartered IFA practice known for its commitment to true financial planning advice.
- Benefits: Enjoy competitive salary, bonuses, training support, and opportunities for career progression.
- Why this job: Be part of a positive culture that values personal development and technical skill enhancement.
- Qualifications: Understanding of market compliance, excellent IT skills, and experience in a financial planning team preferred.
- Other info: Ideal for those looking to grow in the finance sector with supportive training and exam assistance.
The predicted salary is between 28800 - 43200 £ per year.
My client is a Chartered IFA practice that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, staff progression, and increased clients, they require a Financial Planning Administrator to join the team.
You will mainly support the team of financial planners by:
- Preparing valuation reports
- Maintaining internal databases
- Processing new business
- Handling internal and client queries
- Navigating and transacting on financial providers\’ websites to obtain policy information
You will work alongside other administrative staff and paraplanners. To be considered, you must have an understanding of the market and compliance requirements, manage your time effectively, and be highly organized. A commitment to personal development and enhancing your technical skills is essential.
Excellent systems and IT knowledge are important, ideally with Adviser Office and standard wrap platforms. Candidates currently working within a financial planning team, supporting advisers in similar duties within an IFA practice, are preferred. Industry-relevant exams are desirable but not essential.
The company values developing their staff and fostering a positive culture. In return, you will receive a competitive salary, benefits, and bonuses, with opportunities for progression. They invest in training and support your professional development, including assistance with exams.
To be considered for this opportunity, please upload your CV as soon as possible to discuss further with Alison Curran.
#J-18808-Ljbffr
IFA administrator employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA administrator
✨Tip Number 1
Familiarise yourself with the specific financial planning tools and software mentioned in the job description, such as Adviser Office and standard wrap platforms. Having hands-on experience or knowledge of these systems will give you a significant edge during the interview process.
✨Tip Number 2
Demonstrate your understanding of compliance requirements and market trends in the financial planning sector. Being able to discuss current regulations and how they impact client advice will show that you're proactive and knowledgeable.
✨Tip Number 3
Network with professionals already working in IFA practices. Engaging with them can provide insights into the role and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 4
Prepare to discuss your time management and organisational skills in detail. Think of specific examples from your past experiences where you've successfully managed multiple tasks or projects, as this is crucial for the role of an IFA administrator.
We think you need these skills to ace IFA administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an IFA Administrator. Familiarise yourself with tasks like preparing valuation reports and handling client queries, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial planning or administrative roles. Mention specific tools you've used, such as Adviser Office, and any relevant compliance knowledge to show you're a good fit.
Show Commitment to Development: Express your commitment to personal development in your application. Mention any industry-relevant exams you’ve taken or plan to take, and highlight your willingness to enhance your technical skills.
Tailor Your Application: Make sure to customise your CV and cover letter for this specific role. Use keywords from the job description, such as 'highly organised' and 'time management', to demonstrate that you meet their requirements.
How to prepare for a job interview at Eden Scott
✨Show Your Understanding of Financial Planning
Make sure to demonstrate your knowledge of financial planning and the role of an IFA administrator. Be prepared to discuss how you can support financial planners and the importance of compliance in this field.
✨Highlight Your Organisational Skills
Since the job requires effective time management and organisation, share specific examples from your past experiences where you successfully managed multiple tasks or projects simultaneously.
✨Familiarise Yourself with Relevant Software
Brush up on your IT skills, especially with systems like Adviser Office and wrap platforms. If you have experience with these tools, be ready to discuss how you've used them in previous roles.
✨Express Your Commitment to Personal Development
The company values personal growth, so be sure to convey your eagerness to learn and develop your technical skills. Mention any relevant courses or certifications you are pursuing or plan to pursue.
