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For Companies At a Glance
- Tasks: Support financial planners and manage client enquiries daily.
- Company: Join a reputable Chartered financial planning practice focused on client care.
- Benefits: Enjoy up to £28k salary, 25 days leave, private medical insurance, and more.
- Why this job: Be part of a supportive team that values integrity and personal growth.
- Qualifications: Experience in financial services and strong administrative skills required.
- Other info: Full-time office role with potential for flexible hours.
The predicted salary is between 22400 - 31200 £ per year.
IFA Administrator, Bristol
4 days office based, 1 day working from home post-probation
£28,000 – £32,000
Due to continued business growth, an established wealth management firm is looking to appoint an experienced paraplanning administrator to join its administration team based in Bristol. This role will suit someone with strong processing capability who enjoys working in a structured, professional environment and takes pride in delivering accurate, compliant client outcomes.
You will be joining a busy, collaborative office where administration plays a critical role in supporting advisers, paraplanners and investment managers, ensuring recommendations are implemented efficiently and clients receive a seamless service. For someone who values building depth in their role and gradually expanding their technical exposure, this position offers a solid platform within a growing business.
The Business
This is a well-established wealth management firm providing regulated financial planning and investment management services. The business places strong emphasis on professionalism, integrity and client experience, supported by robust systems, clear processes and an experienced team.
The firm continues to grow organically and values team members who are detail-focused, reliable and committed to maintaining high service standards. Development is enco…
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IFA Administrator employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in areas like wealth management and investment support. Understanding the terminology and processes will help you engage confidently during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with people who can provide insights about the role and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss your experience in client support and administration. Think of specific examples where you've successfully managed client enquiries or supported a team, as these will demonstrate your suitability for the role.
✨Tip Number 4
Research the company’s values and client care approach. Being able to articulate how your personal values align with theirs during the interview can set you apart from other candidates.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the IFA Administrator position. Tailor your application to highlight relevant experience in financial services and client support.
Craft a Tailored CV: Ensure your CV reflects your experience in administration within financial services. Highlight specific skills such as report preparation, client record maintenance, and any relevant software proficiency that aligns with the role.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your values align with their focus on integrity and client care, and provide examples of how you've supported clients in previous roles.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application demonstrates professionalism and attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Finlink Ltd
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services, especially in areas like wealth management and investment support. Being able to discuss these topics confidently will show that you understand the industry and can contribute effectively.
✨Demonstrate Client-Centric Mindset
Since the firm values client care, be prepared to share examples of how you've prioritised client needs in previous roles. Highlighting your commitment to helping clients achieve their financial goals will resonate well with the interviewers.
✨Showcase Your Administrative Skills
Be ready to discuss your experience with administrative tasks such as maintaining records, preparing reports, and handling enquiries. Providing specific examples of how you've successfully managed these responsibilities will strengthen your application.
✨Emphasise Team Collaboration
The role involves working closely with financial planners and paraplanners, so it's important to demonstrate your ability to work in a team. Share instances where you've collaborated effectively with colleagues to achieve common goals.
