At a Glance
- Tasks: Support a director in managing client requirements and financial planning tasks.
- Company: Established financial planning practice in Tunbridge Wells with a friendly environment.
- Benefits: Salary between £35,000-£42,000, hybrid working options, and career growth opportunities.
- Other info: Opportunity to work closely with a director and take ownership of your role.
- Why this job: Be a key player in a dynamic role that blends administration and technical financial planning.
- Qualifications: Experience in IFA or financial planning, strong admin skills, and good understanding of financial advice.
The predicted salary is between 40500 - 49500 £ per year.
- Senior IFA Administrator / Junior Paraplanner - Tunbridge Wells
- £35,000-£42,000 depending on experience Hybrid considered
An established and growing financial planning practice in Tunbridge Wells is looking for an experienced IFA professional to work closely with one of the directors as their right-hand person.
This is a varied, hands-on role , combining adviser support and administration with technical financial planning work.
It would suit someone who enjoys being involved in all aspects of the advice process and taking ownership.
This is not a purely Paraplanning role.
You'll work closely with the adviser, managing client requirements and helping ensure everything runs smoothly.
The role
- Provide dedicated day-to-day support to one of the directors.
- Manage the adviser's workload, administration and workflow.
- Organise client meetings, reviews and follow-ups.
- Liaise with clients, providers and third parties.
- Manage new business and applications.
- Support client servicing and ongoing reviews.
- Carry out pension and investment research.
- Prepare suitability reports and financial planning documentation.
- Maintain accurate, compliant client records.
- Track outstanding tasks and deadlines.
- Take ownership and provide proactive support.
- Assist with ad hoc technical and administrative work.
You'll ideally have
- Previous experience within an
IFA or financial planning practice - essential .
- Experience as a Senior IFA Administrator, Financial Planning Administrator, Adviser Support professional or Administrator/Paraplanner.
- A good understanding of the financial advice process.
- Strong administration and organisational skills.
- Good technical knowledge of pensions, investments and financial planning.
- Some experience of Paraplanning, technical research and/or suitability reports.
- Excellent attention to detail and the ability to manage competing priorities.
- A confident, professional manner with clients and providers.
- The ability to work independently and take ownership.
- A flexible attitude and willingness to get involved.
- What's on offer
£35,000-£42,000 , depending on experience.
- Hybrid working considered.
- Close working relationship with a director and the opportunity to become a key part of the business.
- A broad role combining administration, adviser support and technical financial planning.
- A friendly, established financial planning environment.
If you're an experienced IFA professional looking for a broad and varied role where you can use both your technical and administrative skills, this could be a great fit.
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Senior IFA Administrator/Junior Paraplanner - Tunbridge Wells &35,000-&42,000 DOE, Hybrid considered employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator/Junior Paraplanner - Tunbridge Wells &35,000-&42,000 DOE, Hybrid considered
✨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 Financial Divisions. 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 Senior IFA Administrator/Junior Paraplanner - Tunbridge Wells &35,000-&42,000 DOE, Hybrid considered
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 Financial Divisions.
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 Financial Divisions'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 Financial Divisions
✨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 Financial Divisions.
✨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 Financial Divisions 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 Financial Divisions 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.
