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- Tasks: Support financial advisers with client administration and onboarding processes.
- Company: Boutique financial planning firm in London with a supportive culture.
- Benefits: Competitive pay based on skills, with opportunities for professional growth.
- Why this job: Join a high-performing team and make a real impact on clients' financial journeys.
- Qualifications: Experience in IFA or wealth management and strong communication skills.
- Other info: Opportunity to get involved in paraplanning tasks and develop your career.
The predicted salary is between 36000 - 60000 £ per year.
Fram is working with a boutique financial planning firm in London that provides bespoke advice to a loyal client base of senior finance professionals, including hedge fund managers and private investors. The business is known for its high professional standards and collaborative, supportive culture.
The firm is looking to engage with an experienced IFA Administrator to support two advisers across all aspects of client administration. The role involves:
- Preparing and submitting new business
- Maintaining client records
- Liaising with product providers
- Ensuring smooth onboarding processes
Professionalism and attention to detail are essential, as this position is often the first point of contact for clients.
There is scope to become involved in light paraplanning tasks such as:
- Preparing review packs
- Producing reports
- Running cashflow models
- Assisting with client risk analysis
The position would suit someone who enjoys being closely involved in the client journey within a small, high-performing team.
Candidates should have experience in an IFA or wealth management environment and be comfortable using back-office systems such as Intelliflo, FE Analytics, or MoneyInfo. Strong communication skills, organisation, and pride in delivering accurate, high-quality work are key.
Applicants must have the right to work in the UK.
Financial Adviser Administrator in London employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in IFA or wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of back-office systems like Intelliflo and FE Analytics. We want you to feel confident discussing how you've used these tools in past roles, so practice makes perfect!
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've maintained client records or ensured smooth onboarding processes. This will highlight your professionalism and make you stand out.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Adviser Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser Administrator role. Highlight your experience in client administration and any relevant back-office systems you've used, like Intelliflo or FE Analytics. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your previous experience makes you a great fit. Don’t forget to mention your attention to detail and professionalism, as these are key for us.
Showcase Your Communication Skills: Since this role involves liaising with clients and product providers, it's important to demonstrate your strong communication skills. Whether it's in your CV or cover letter, give examples of how you've effectively communicated in past roles.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application more efficiently. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Fram Search
✨Know Your Stuff
Make sure you brush up on your knowledge of financial administration and the specific systems mentioned in the job description, like Intelliflo or FE Analytics. Being able to discuss your experience with these tools will show that you're ready to hit the ground running.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past work where your attention to detail made a difference. Whether it was catching an error in client records or ensuring a smooth onboarding process, these stories will highlight your professionalism.
✨Communicate Clearly
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and how they relate to the role.
✨Emphasise Teamwork
This firm values a collaborative culture, so be prepared to discuss how you've worked effectively within a team in the past. Share specific instances where you supported colleagues or contributed to a group project, as this will demonstrate your fit for their high-performing environment.
