Full-Time · Remote IFA Administrator

Remote IFA Administrator in Devon, Exeter

Finlink Ltd Finlink Ltd Exeter
Full-Time Working from home possible High-level Administrative SupportDiary ManagementClient Communication
Employment
Full-Time
Remote
Working from home possible
Salary
30000 - 40000 £ / year (est.)
Locations
2

About the role

This role is ideal for someone who thrives in a fast-paced environment and has previous experience providing high-level administrative support to financial advisers and/or paraplanners. You’ll be joining a forward-thinking, purpose-driven financial services organisation with a strong reputation for innovation and inclusivity. Based all over the UK, they are known for their collaborative culture and commitment to professional development. You’ll work alongside a team of dedicated paraplanners and financial advisors who are passionate about making a positive impact for their clients.

As an IFA Administrator, you will be at the heart of the organisation’s operations, supporting Financial Advisers and Heads of Service with diary management, client communication, and documentation.

  • Yearly bonus based on company and personal performance (up to 10%)
  • BUPA Private Medical Insurance
  • Pension Plan (5% ER and minimum 3% EE)
  • Medicash Health Cash Plan
  • Group Life Assurance (4x base salary)
  • 28 days holiday (rising to 30 after 2 years service) plus bank holidays

Previous experience in an administrative role supporting financial advisors is a must have.

Your tasks

Support financial advisers with diary management, client communication, and documentation.

Your profile

Previous experience in an administrative role supporting financial advisors is essential.

What's also included

Enjoy remote work, yearly bonuses, private medical insurance, and generous holiday allowance.

Tech stack & ways of working

High-level Administrative Support Diary Management Client Communication Documentation Management Experience Supporting Financial Advisers Organisational Skills Attention to Detail Collaboration Time Management Problem-Solving Skills

Remote IFA Administrator in Devon, Exeter employer: Finlink Ltd

Join a forward-thinking financial services organisation that prioritises innovation and inclusivity, offering a collaborative culture where your contributions truly matter. With a strong commitment to professional development, you'll have the opportunity to grow alongside a dedicated team while enjoying benefits like remote working, a competitive salary, and comprehensive health plans. This is not just a job; it's a chance to make a meaningful impact in a supportive environment.

View Finlink Ltd profile

Contact Details:
Finlink Ltd Recruitment Team

Your perspectives

Be at the heart of operations and make a positive impact for clients.

StudySmarter Expert Advice

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 Finlink Ltd. 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.

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 Finlink Ltd.

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 Finlink Ltd'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 Finlink Ltd

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 Finlink Ltd.

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 Finlink Ltd 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 Finlink Ltd 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.

Locations

  • Exeter
  • Devon

Ready for the first step?

Apply on the employer's website
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