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- Tasks: Support financial planning by maintaining client files and preparing reviews.
- Company: Join a bespoke financial advisory firm with over 30 years of experience.
- Benefits: Enjoy a salary of £35,000 - £40,000, pension, study support, and hybrid working options.
- Why this job: Gain professional development while studying for your CII Diploma in a supportive environment.
- Qualifications: Experience in administration and a desire to pursue a CII Diploma are essential.
- Other info: Part-time roles available, offering flexibility to suit your schedule.
The predicted salary is between 28000 - 32000 £ per year.
£35,000 - £40,000 DOE + Pension + Study Support + 23 days holiday + hybrid working after probation
Part Time 3 or 4 days a week to suit
Are you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional progression opportunities? Are you looking to work for a company that will offer full study support to gain your financial qualifications and progress your career?
On offer is the opportunity to work for a bespoke firm in financial planning. With over 30 years of experience, the organisation is looking to expand its team and provide opportunities for internal growth and career progression.
This role would suit someone with an administrator background who is seeking a position that offers professional development and studying towards a CII Diploma qualification. You will have a passion for delivering high-quality work within set time frames and a strong ability to confidently engage with clients.
The Role:
- Maintaining the client file
- Implementing recommendations
- Client review preparation
- General office administration duties
The Person:
- Experience in an administration role
- Study towards a CII Diploma qualification, or equivalent
- Experience with Intelliflo, Quilter, Transact or similar is desirable
If you're 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.
IFA Administrator (Financial Planning) in Banbury employer: Ernest Gordon Recruitment
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Financial Planning) in Banbury
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Intelliflo, Quilter, and Transact. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in IFA practices. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss your experience in administration and how it relates to financial planning. Think of specific examples where you’ve successfully managed client files or implemented recommendations, as this will show your practical knowledge during interviews.
✨Tip Number 4
Express your enthusiasm for professional development and studying towards the CII Diploma qualification. Be ready to articulate how this aligns with your career goals and how you plan to balance work and study effectively.
We think you need these skills to ace IFA Administrator (Financial Planning) in Banbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in administration, particularly within financial planning or IFA practices. Emphasise any relevant qualifications or study towards a CII Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire for professional development. Mention how the role aligns with your career goals and why you want to work for this specific company.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as client engagement, attention to detail, and proficiency with software like Intelliflo or Quilter. Provide examples of how you've used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential in the financial sector.
How to prepare for a job interview at Ernest Gordon Recruitment
✨Know Your Financial Terms
Brush up on key financial planning terms and concepts relevant to the role. Being able to confidently discuss topics like investments, tax, and management will show your understanding of the industry.
✨Demonstrate Organisational Skills
As an IFA Administrator, you'll need to manage client files and prepare reviews. Be ready to share examples of how you've successfully organised tasks in previous roles, highlighting your attention to detail.
✨Show Enthusiasm for Professional Development
Express your eagerness to pursue the CII Diploma qualification and any other professional development opportunities. This shows that you're committed to growing within the company and the industry.
✨Prepare Questions for the Interviewers
Have a few thoughtful questions ready about the company's culture, progression opportunities, and their approach to client engagement. This demonstrates your genuine interest in the role and helps you assess if it's the right fit for you.
