Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisors and paraplanners with administrative tasks in a dynamic team environment.
- Company: Join a growing Financial Planning firm based in beautiful Somerset.
- Benefits: Enjoy a collaborative work culture and opportunities for professional growth.
- Why this job: Be part of a supportive team that values your contributions and fosters personal development.
- Qualifications: No prior experience required; just bring your enthusiasm and willingness to learn!
- Other info: Work in a pod system, allowing you to build strong relationships with clients.
The predicted salary is between 24000 - 36000 £ per year.
Fram are working on a great opportunity to join a growing Financial Planning firm based in Somerset. Our client is looking to hire an IFA administrator to provide comprehensive administrative support to the Financial Planning and paraplanning team.
The admin team works in a pod system supporting circa 9 financial advisors and 4 Paraplanners, allowing you to get to know the clients.
IFA Administrator employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry and the specific services offered by the firm. Understanding their approach will help you demonstrate your enthusiasm and knowledge during any discussions.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in administrative roles. This can provide you with insights into the day-to-day responsibilities and expectations of an IFA administrator.
✨Tip Number 3
Prepare to discuss how your organisational skills and attention to detail can benefit the team. Think of specific examples from your past experiences that showcase these abilities.
✨Tip Number 4
Research the company culture of the firm you're applying to. Being able to articulate how you align with their values and work style 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 of an IFA Administrator. Highlight key skills and experiences that align with the role, such as administrative support, knowledge of financial planning, and teamwork.
Tailor Your CV: Customise your CV to reflect relevant experience in financial administration or similar roles. Use specific examples that demonstrate your ability to support financial advisors and paraplanners effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention why you are interested in working for a growing Financial Planning firm and how your skills can contribute to their success.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-formatted and professional.
How to prepare for a job interview at Fram Executive Search Limited
✨Understand the Role
Make sure you have a clear understanding of what an IFA Administrator does. Familiarise yourself with the responsibilities, such as providing administrative support to financial advisors and paraplanners, and be ready to discuss how your skills align with these tasks.
✨Research the Company
Take some time to learn about the Financial Planning firm you're interviewing with. Understand their values, services, and the team structure. This will help you tailor your answers and show genuine interest in the company.
✨Prepare for Common Questions
Anticipate questions related to your experience in administration, particularly in a financial context. Be prepared to discuss how you've handled client interactions and supported teams in previous roles.
✨Showcase Your Teamwork Skills
Since the admin team works in a pod system, highlight your ability to collaborate effectively. Share examples of how you've worked well within a team, supported colleagues, and contributed to achieving common goals.
