At a Glance
- Tasks: Provide admin support to advisors and manage client records in a collaborative environment.
- Company: Join a respected Wealth Management firm with a supportive team culture.
- Benefits: Stable work environment with a friendly, close-knit team.
- Other info: Opportunity to work in a dynamic setting with strong values.
- Why this job: Be part of a growing firm that values your contributions and offers career stability.
- Qualifications: Experience in IFA administration and proficiency with Intelligent Office is essential.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the IFA Administrator role at Fram Search
Fram is delighted to be working with a highly successful Financial Planning firm in Berkshire who is looking for an experienced IFA Administrator to join their growing team.
Our client provides high-quality, independent financial advice to both individuals and businesses, covering pensions, investments, protection, and mortgages. They pride themselves on combining technical expertise with a genuinely client-focused service.
Due to continued growth and internal movement, they are now seeking a talented administrator to support three advisors within a collaborative pod system – ensuring a smooth, efficient, and positive working environment.
This is a fantastic opportunity for someone with proven IFA administration experience who is looking for a stable, well-established firm with a friendly, close-knit team culture.
What you’ll be doing:
- Providing comprehensive administrative support to a team of Advisors and Paraplanners.
- Maintaining and updating the client database (Intelligent Office).
- Processing new business applications and managing client records.
- Assisting with basic report writing and documentation.
- Liaising with clients, providers, and the advisory team to ensure excellent service.
- Handling general office administration as part of a supportive team.
What we’re looking for:
- Previous experience in an IFA administration role (essential).
- Proficiency with Intelligent Office (IO) – must be confident using this system.
- Strong organisational skills and the ability to manage multiple tasks at once.
- Proficient in Microsoft Office Suite.
- Background in financial planning (independent experience preferred, but not essential).
- Work with a respected, client-focused Wealth Manager with strong values.
- Join a stable, supportive, and friendly team where your contribution is valued.
- Be part of a firm that is continuing to grow while maintaining a collaborative culture.
Seniority Level
Not Applicable
Employment Type
Full-time
Job Function
Administrative and Finance
Industries
Financial Services and Investment Management
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IFA Administrator in Maidenhead 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 Administrator in Maidenhead
✨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 Administrator in Maidenhead
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.
