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- Tasks: Join a dynamic team as an IFA Administrator, supporting paraplanning and client meetings.
- Company: Be part of a leading London wealth management firm with a strong reputation.
- Benefits: Enjoy hybrid working, generous holidays, private medical insurance, and study support for your Level 4 Diploma.
- Why this job: This role offers growth opportunities, a supportive team, and recognition for your hard work.
- Qualifications: 2 years of IFA Admin experience and ideally 2 RO passes are required.
- Other info: Work closely with experienced professionals and develop your career in a sociable environment.
The predicted salary is between 24000 - 28000 £ per year.
c £32/33k excellent list of benefits including study to achieve Level 4 Diploma, bonus, generous holidays, DIS, Private Medical insurance, hybrid working and lots more New opportunity for an experienced individual to join a leading London wealth management firm where you will be offered an excellent variety of work , full study support to complete the CII Level 4 Diploma and a future growth programme Opportunity Highlights ** Superb opportunity for an experienced IFA Administrator looking to progress your wealth management career. ** Reporting to the Head of Paraplanning you will work closely with Administrators, Paraplanners and Advisers who will assist you with your development ** Full involvement with annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with the centralised admin team for new business and existing business processing. ** Full study support provided to achieve Diploma status ** Confidence to work closely with colleagues , Clients and 3rd parties is essential ** Will suit a driven talented individual determined to progress their career and requires 2 years IFA Admin experience and ideally 2 RO passes ** Excellent opportunity to be part of a business where you will be rewarded for your hard work, be praised, and enjoy being part of a wonderful sociable team. Please contact Camilla Howden at Financial Div…
IFA ADMINISTRATOR (route into Paraplanning), North London, hybrid working, c £32/33k employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA ADMINISTRATOR (route into Paraplanning), North London, hybrid working, c £32/33k
✨Tip Number 1
Make sure to highlight your experience in IFA administration during any networking opportunities. Connect with professionals in the wealth management sector on platforms like LinkedIn and engage in discussions about industry trends.
✨Tip Number 2
Familiarize yourself with the CII Level 4 Diploma requirements and be prepared to discuss how you plan to achieve this qualification. Showing your commitment to professional development can set you apart from other candidates.
✨Tip Number 3
Demonstrate your ability to work collaboratively by sharing examples of past experiences where you successfully worked with a team. This is crucial as the role involves close collaboration with Administrators, Paraplanners, and Advisers.
✨Tip Number 4
Research the company culture of the wealth management firm you're applying to. Understanding their values and how they reward hard work will help you align your responses during interviews and show that you're a great fit for their team.
We think you need these skills to ace IFA ADMINISTRATOR (route into Paraplanning), North London, hybrid working, c £32/33k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as an IFA Administrator. Focus on your skills in preparing documents for paraplanners, liaising with clients, and any specific achievements in your previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire to progress in your career. Mention your 2 years of IFA Admin experience and how you meet the requirements outlined in the job description.
Highlight Your Qualifications: If you have any RO passes or are working towards the CII Level 4 Diploma, make sure to mention these in your application. This shows your commitment to professional development and aligns with the company's support for study.
Showcase Your Teamwork Skills: Since the role involves working closely with colleagues and clients, provide examples in your application of how you've successfully collaborated in a team environment. This will demonstrate your ability to fit into their sociable team culture.
How to prepare for a job interview at Financial Divisions
✨Show Your Knowledge of Wealth Management
Make sure to brush up on your understanding of wealth management principles and practices. Being able to discuss relevant topics confidently will demonstrate your expertise and commitment to the field.
✨Highlight Your Administrative Experience
Prepare specific examples from your previous roles that showcase your experience as an IFA Administrator. Discuss how you have contributed to annual review meetings and document preparation, as these are key responsibilities in the role.
✨Demonstrate Your Teamwork Skills
Since the role involves working closely with Administrators, Paraplanners, and Advisers, be ready to share examples of how you've successfully collaborated with others in past positions. Emphasize your ability to communicate effectively with colleagues and clients.
✨Express Your Career Ambitions
This position offers a pathway into Paraplanning, so be open about your career goals and how this role aligns with them. Show enthusiasm for the opportunity to grow and develop within the company, especially regarding the study support for the Level 4 Diploma.
