At a Glance
- Tasks: Provide top-notch admin support to financial advisors and paraplanners in a dynamic team.
- Company: Join a growing Financial Planning firm based in beautiful Somerset.
- Benefits: Career progression, professional development, and a supportive work environment.
- Other info: Engage in exciting projects and enhance your technical knowledge in a collaborative setting.
- Why this job: Make a real impact while learning and growing in the finance sector.
- Qualifications: Experience in administration, strong communication skills, and a willingness to learn.
The predicted salary is between 25000 - 35000 £ 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 10 financial advisors and 4 Paraplanners, allowing you to get to know the clients, financial planning products and providers well. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support to the firm. You will be focused on timely delivery of work in line with daily tasks and are responsible for ensuring that our advisors and clients receive the best administration support; proactively searching for opportunities to add value.
Some of the responsibilities:
- Respond to Advisor/client queries promptly.
- Build on technical training to provide specific and accurate responses to queries raised by Advisors, colleagues, or clients.
- Vocalisation of any issues arising or ideas/solutions that will help the firm promote its core principles or working practices.
- Actively explore the opportunities available to get involved with work in other service lines or offices. This can include participation in the firm’s steering committees or advisory groups.
- Seek involvement in projects to develop internal processes.
- Take an active role in team meetings and discussions.
- Complete ownership of your own time and work with effective reporting and communication with your peers.
- Consistently demonstrating going the extra mile for Advisors/clients to exceed their service expectations.
- Increase your technical knowledge.
- Assist with administrative duties as required by the firm.
An ideal candidate will have at least a few years’ administration experience within an IFA. A good knowledge of back-office systems such as IO and VC filing along with Word, Excel and Outlook. Excellent customer service, written and verbal communication skills. Ideally some RO qualifications but this is not essential as our client will help with professional development.
IFA Admin employer: Fram Search
Join a well-established boutique Financial Services firm in Greater Manchester that prioritises a people-first culture and offers a supportive work environment. As an Office Manager, you will enjoy autonomy in your role while contributing to a collaborative team atmosphere, with opportunities for personal growth and the chance to make a meaningful impact on both internal culture and client experience.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Admin
✨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 Fram Search. 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 Admin
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 Fram Search.
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 Fram Search'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 Fram Search
✨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 Fram Search.
✨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 Fram Search 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 Fram Search 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.
