At a Glance
- Tasks: Support Financial Advisers and enhance client journeys with comprehensive administrative tasks.
- Company: Join a reputable Independent Financial Planning practice with a focus on tailored advice.
- Benefits: Salary of £25,000 - £30,000, pension scheme, and fully funded professional qualifications.
- Other info: Hybrid working available and a structured pathway into Paraplanning and Financial Advice.
- Why this job: Kickstart your career in Financial Planning with real growth opportunities and mentorship.
- Qualifications: Previous administration experience in Financial Services and strong organisational skills.
The predicted salary is between 25000 - 30000 £ per year.
Looking to build a long-term career within Financial Planning rather than just another administration role? An exciting opportunity has arisen for an IFA Administrator to join a well-established and growing Independent Financial Planning practice with an excellent reputation for delivering tailored financial advice and exceptional client service. This is far more than a traditional administration position, offering the chance to become an integral part of a close-knit team whilst gaining invaluable exposure across all aspects of wealth management.
This role is ideally suited to someone with previous Financial Services administration experience who is looking to take the next step in their career. Working closely with experienced Financial Advisers and Paraplanners, you'll play a key role in supporting the client journey whilst developing your own technical knowledge across pensions, investments and protection. The business is passionate about investing in its people and offers a genuine, structured career pathway into Paraplanning and, ultimately, Financial Advice, making this an excellent long-term opportunity for someone ambitious and eager to progress.
In return, the successful candidate will receive a salary of c£25,000 - £30,000 per annum, company pension scheme, fully funded professional qualifications including support towards the Level 4 Diploma in Regulated Financial Planning, one-to-one mentoring from experienced Advisers and Paraplanners, ongoing professional development, and genuine long-term career progression within a successful and expanding Wealth Management business as quickly as you’re able to take it on.
Skills & Experience- Previous administration experience within an IFA, Wealth Management, or Financial Planning environment
- Excellent organisational skills with the ability to manage multiple priorities and deadlines
- Strong communication skills with exceptional attention to detail
- Good working knowledge of Microsoft Office and experience using CRM systems such as Intelligent Office, Xplan, or Salesforce
- Level 4 Diploma in Regulated Financial Planning (or working towards) would be advantageous, although support will be provided for the right candidate
- Provide comprehensive administrative support to Financial Advisers, ensuring an efficient client journey from enquiry through to completion
- Prepare client documentation, process new business applications, and maintain accurate client records in line with FCA requirements
- Liaise with providers, clients, and third parties to obtain information and progress applications efficiently
- Support client reviews by preparing documentation, valuations, and suitability paperwork
- Maintain accurate CRM records whilst ensuring all compliance documentation is completed to a high standard
IFA Administrator in Loughborough employer: Express Recruitment
Join a leading organisation in Milton Keynes that values its employees and fosters a supportive work culture. With a competitive salary, generous benefits including a 14.5% employer pension contribution and 33 days of holiday, as well as a flexible hybrid working model, this role offers not just a job but a pathway for professional growth and work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Loughborough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Express Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Loughborough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Express Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Express Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Express Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Express Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Express Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Express Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
