At a Glance
- Tasks: Support financial advisors with admin tasks and client communications in a dynamic environment.
- Company: Join a leading Financial Planning firm in London with a collaborative team.
- Benefits: Full-time role with opportunities for growth in the finance sector.
- Other info: Fast-paced role with potential for career advancement in financial services.
- Why this job: Gain valuable experience in finance while working with industry professionals.
- Qualifications: Experience in an IFA environment and strong communication skills are preferred.
The predicted salary is between 28800 - 48000 £ per year.
Base pay range
Direct message the job poster from Fram Search
Director, Financial Services | Wealth Management | Asset Finance - Working with Financial Advisers, Paraplanners, Compliance Managers, Analyst…
Fram are delighted to be working with an excellent Financial Planning firm who are seeking an experienced administrator for their team in London. The role is to work closely with the two busy financial advisors, providing them with full administrative support, ensuring all documentation is accurate and processed in line with agreed service standards and being the first point of contact for clients. The clients are financial services professionals, including Hedge fund managers and private investors. You would dealing with existing clients, the onboarding of new clients, working with platform providers and other external bodies to gain relevant and accurate information.
Some of the responsibilities include :
- Preparing of suitability reports / general paraplanning duties
- Preparing and sending letters of authority
- Loading, and processing new business and ensuring all of our processes are followed
- Communicating with clients
- Creating review packs and annual suitability reports
- Updating the back-office systems
- Liaising with and chasing providers and insurers as required
- Cashflow simulations
- Processing ad-hoc client requests
The ideal candidate will have experience within an IFA environment. Knowledge of report writing software, and back-office systems and platforms, such as IntelliFlo, MoneyInfo, FE Analytics, Transact and Fundment would be ideal but not essential. Have strong written and verbal skills, be able to prioritise work in a busy environment.
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Finance and Administrative
Industries
- Financial Services and Investment Advice
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IFA admin/ Paraplanner employer: Fram Search
Fram Search is an exceptional employer, offering a dynamic work environment in the heart of London where you can thrive as an IFA Admin/Paraplanner. With a strong focus on employee development and a collaborative culture, you will have the opportunity to work closely with experienced financial advisers and gain invaluable insights into the financial services industry. The firm values accuracy and professionalism, ensuring that you are well-supported while contributing to meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land IFA admin/ Paraplanner
✨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/ Paraplanner
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.
