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For Companies At a Glance
- Tasks: Support advisors, write reports, manage client data, and conduct product research.
- Company: Join a well-established wealth management company with a strong focus on staff retention.
- Benefits: Enjoy a competitive salary, training, progression opportunities, 8% pension, and company bonuses.
- Why this job: Be part of a friendly team in a dynamic environment committed to professionalism and client care.
- Qualifications: Experience in an IFA practice is preferred; passion for finance is essential.
- Other info: This role offers a stable work-life balance, Monday to Friday, 9am to 5pm.
The predicted salary is between 29000 - 31000 £ per year.
IFA Admin (Company Bonus)
GBP29,000 – GBP31,000 + Training + Progression + 8% Pension + Company Bonus + Company Benefits
Manchester
Are you an IFA Admin or similar, looking to join a long-standing and established wealth management company, in a tight knit team where your hard work will be rewarded with generous benefits?
On offer is the opportunity to join a successful company known for their staff retention and generous company benefits.
In this role you will be supporting advisors, report writing, managing client data and carrying out product research whilst using systems like Adviser Asset & FE Analytics.
On offer is the opportunity to join a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards
This role would suit an IFA Admin or similar, looking for a stable role that will provide a friendly and close knit working environment with great company benefits.
The Role:
- Supporting and liaising with Advisors
- Carrying out report writing
- Research on Products and Market trends
- Monday – Friday, 9am – 5pm
The Person:
- Background in an IFA practice (Independent Financial Advisors)
Reference Number: BBBH20893
Pension, Investments, Pension Administration, Client Review Analyst, Wealth Management, Finance, Financial Services, Manchester, Old Trafford, Salford, Longsight, Financial Advisor
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C\’s, Privacy Policy and Disclaimers which can be found at our websiteIf you are interested in this role, click \’apply now\’ to forward an up-to-date copy of your CV.
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IFA Admin Company Bonus 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 Admin Company Bonus
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Adviser Asset and FE Analytics. Being able to demonstrate your proficiency with these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Research the company’s history and values, especially their commitment to professionalism and client treatment. This knowledge will help you align your answers with their ethos during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Network with current or former employees of the company on platforms like LinkedIn. They can provide insights into the company culture and the role itself, which can be invaluable when preparing for your interview.
✨Tip Number 4
Prepare to discuss your experience in report writing and client data management. Be ready to share specific examples of how you've successfully supported advisors in previous roles, as this will demonstrate your capability and fit for the position.
We think you need these skills to ace IFA Admin Company Bonus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in IFA administration or similar roles. Emphasise skills such as report writing, client data management, and product research, as these are key aspects of the job.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your understanding of the role. Mention why you want to work for this specific company and how your background aligns with their values and goals.
Highlight Relevant Skills: In your application, specifically mention any experience with systems like Adviser Asset & FE Analytics. This will demonstrate your familiarity with tools that are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial sector.
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Role
Make sure you understand the responsibilities of an IFA Admin. Familiarise yourself with tasks like report writing, client data management, and product research. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Research the Company
Take some time to learn about the wealth management company you're interviewing with. Understand their values, history, and the services they offer. This will allow you to tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare Relevant Examples
Think of specific examples from your past experience that showcase your skills in supporting advisors and managing client data. Be ready to discuss how you've handled challenges in previous roles, as this will highlight your problem-solving abilities.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about the company's approach to training and progression or how they support their staff. Asking questions shows your interest and helps you assess if the company is the right fit for you.
