At a Glance
- Tasks: Support financial advisers with admin tasks and client communication.
- Company: Join a Yorkshire-based, employee-owned IFA firm focused on collaboration and care.
- Benefits: Enjoy a salary up to £30k, bonuses, 25 days holiday, and health schemes.
- Other info: Hybrid working model with potential exposure to Paraplanning tasks.
- Why this job: Be part of a people-first culture with growth opportunities and a voice in the business.
- Qualifications: Experience as an IFA administrator is preferred; enthusiasm for learning is key.
The predicted salary is between 24000 - 30000 £ per year.
Job Description
IFA AdministratorYorkHybrid workingUp to £30,000 + lucrative bonus
This opportunity is perfect for an experienced IFA administrator who enjoys supporting advisers, working collaboratively in a close-knit team, and being part of something bigger than just a job.
This is more than just admin - it's a chance to join an employee-owned firm where your voice is heard and your efforts rewarded. With structured support, potential development opportunities, and the stability of a well-established business, this is ideal for someone looking for long-term growth in a people-first environment.
The Business
This Yorkshire-based IFA has recently transitioned to an employee ownership model. That means you own a piece of the business - and benefit from it too. With over 25 staff, this firm thrives on collaboration, care, and quality.
They have a friendly and informal culture, backed by strong leadership and a genuine commitment to putting their people first. Technology-wise, they use IO, and the operational setup is well-defined and efficient.
The Role
You'll be supporting financial advisers with a full range of administrative tasks. This includes handling letters of authority, updating clients' records, and helping with ongoing service work, speaking to client and providers and preparing for meetings.
You’ll be working closely with advisers - who each have dedicated support - and liaising with clients and providers to keep things moving smoothly.
You will have the opportunity to be exposed to Paraplanning work, starting with basic suitability reports and moving to technical work in the future.
The Benefits
- Up to £30k salary
- Exciting bonus structure (Information on application)
- 25 Days holiday + Bank holiday (Additional Christmas closure)
- Sick pay
- Death in service
- Pension scheme
- Health scheme
- Support with professional development and exams
- Long-term stability - not being sold or merged
How to Apply
Click to apply - it’s quick and easy.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
IFA Administrator in York employer: Finlink Ltd
Join a forward-thinking, employee-owned IFA in Yorkshire, where your contributions are valued and rewarded. With a strong emphasis on collaboration and a supportive work culture, this firm offers structured development opportunities and the stability of a well-established business. Enjoy a competitive salary, generous holiday allowance, and a unique chance to grow within a people-first environment that prioritises your professional journey.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in York
✨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.
We think you need these skills to ace IFA Administrator in York
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.
