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- Tasks: Lead a team, manage admin tasks, and assist with paraplanning in financial management.
- Company: Respected wealth management company with over 25 years of experience.
- Benefits: Competitive salary, company pension, health scheme, study support, and great work-life balance.
- Why this job: Take your career to the next level in a supportive and growing environment.
- Qualifications: Experience in IFA administration or paraplanning; part or fully qualified.
- Other info: Join a dynamic team focused on exceptional client service and career growth.
The predicted salary is between 30000 - 45000 £ per year.
Are you an IFA Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career into a supervisory position with a growing and respected company, offering study support, company training, company pension, health scheme, good work life balance and much more?
Do you want to join a well established business, going from strength to strength in financial management as they grow and maintain their reputable and esteemed client base, placing value on their employees offering study support, company training and more great company benefits?
On offer is a fantastic opportunity to join a respectable and growing wealth management company, focusing on providing exceptional services and looking to grow their expert team. With over 25 years of establishment, this company is leading the way in wealth and financial management for a range of clients, championing their employees by offering study support, health schemes, training and more.
In this role you would be responsible for managing and leading the administration team and younger members of staff, working on general administrative tasks and assisting with paraplanning, ensuring financial plans are running smoothly.
The Role:
- Managing and assisting younger members of staff
- Assisting with paraplanning work
- General administrative checks and tasks
The Person:
- Experience in IFA Administration, paraplanning or similar
- Part or fully qualified
- Local to Guildford
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Locations
IFA Administrator (Progression to Paraplanner) in Guildford, Surrey employer: Ernest Gordon Recruitment Limited
Contact Detail:
Ernest Gordon Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Progression to Paraplanner) in Guildford, Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their goals. Practise common interview questions and think about how you can demonstrate your skills in paraplanning and administration.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that IFA Administrator role and progress to a Paraplanner. Plus, it’s a great way to stay updated on new opportunities tailored just for you.
We think you need these skills to ace IFA Administrator (Progression to Paraplanner) in Guildford, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in paraplanning and financial planning, as well as any supervisory skills you have. 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 explain why you're excited about this opportunity and how you can contribute to our team. Be genuine and let your personality come through – we love that!
Showcase Relevant Skills: When filling out your application, make sure to showcase any relevant skills or qualifications you have. If you've got experience managing teams or assisting with paraplanning, let us know! We value those experiences highly.
Apply Through Our Website: Don't forget to apply 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 click 'apply now' and send us your up-to-date CV!
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and paraplanning. Familiarise yourself with the latest trends in financial management and be ready to discuss how your experience aligns with the company's values and goals.
✨Showcase Your Leadership Skills
Since this role involves managing and assisting younger members of staff, be prepared to share examples of your leadership experience. Think about times when you've successfully guided a team or mentored someone, and how that could translate into this new position.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to training and study support. This shows your genuine interest in their commitment to employee development and helps you gauge if it’s the right fit for you.
✨Dress the Part
First impressions matter! Dress professionally to reflect the company’s esteemed reputation in wealth management. A polished appearance can boost your confidence and set a positive tone for the interview.