Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Advisers by managing diaries, client info, and providing top-notch service.
- Company: Join a thriving Independent Financial Advisory practice in Central London with a growth mindset.
- Benefits: Enjoy remote Fridays, exam support, and a fun, social office environment.
- Why this job: Gain valuable experience, work with industry leaders, and progress your career in financial planning.
- Qualifications: Experience in an IFA or financial services role is preferred; enthusiasm for finance is a must!
- Other info: Full training provided, plus opportunities for internal promotions and professional development.
A growing and busy Independent Financial Advisory practice in Central London are looking for an organised Adviser Support Administrator (IFA Administrator) to join their team. They are on a growth trajectory over the next 5-10 years, and this is a rewarding role with progression and exam support strongly supported – the business has a proven track record of success from promoting from within. Why join? * Progression path available from Adviser Support Administrator to Paraplanner/Adviser * Access to the most up to date technology and systems to promote high quality client experience * Support with study for the R0 Financial Planning exams provided * Opportunity to work with some of the best Advisers in the industry * Full training can be provided * Fridays working from home * Social office with team get togethers The role is to support a small team of Advisers with Adviser Support Administrator duties such as: * Managing the Adviser diaries * Providing high quality client servicing * Liaising with providers and platforms * Managing client information on the back office system * Issuing valuations, LOAs and annual review letters * Policy reviewing * Assisting Paraplanners with reports and client packs * Study for R0 exams to improve technical abilities The ideal candidate will have: * Prior experience working in an Adviser Support Administrator capacity within an IFA, Financial Planning practice or Financial Services firm such as a Provider or Platform * Experience liaising with and supporting Financial Advisers * A start with R0 exams would be advantageous * Enthusiasm about the Financial Planning industry * Excellent phone and email manner If you are interested in the Adviser Support Administrator role, please apply and one of our consultants will be in touch
Adviser Support Administrator employer: Heat Recruitment Ltd
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Support Administrator
✨Tip Number 1
Familiarize yourself with the latest trends and technologies in the financial advisory sector. This will not only help you understand the tools you'll be using but also show your enthusiasm for the industry during any discussions.
✨Tip Number 2
Network with professionals already working in financial advisory roles. Engaging with them can provide insights into the day-to-day responsibilities and expectations, which can be beneficial when discussing your fit for the role.
✨Tip Number 3
Prepare to discuss your experience in managing diaries and client information systems. Highlighting specific examples of how you've successfully supported advisers in the past will demonstrate your capability for this role.
✨Tip Number 4
Show your commitment to professional development by mentioning any relevant courses or certifications you are pursuing, especially related to the R0 Financial Planning exams. This will indicate your dedication to growing within the company.
We think you need these skills to ace Adviser Support Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description. Understand the key responsibilities and required skills for the Adviser Support Administrator position, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any prior experience you have in an Adviser Support Administrator role or similar positions within financial services. Be specific about your responsibilities and achievements.
Show Enthusiasm for Financial Planning: Express your passion for the financial planning industry in your application. Mention any relevant studies, certifications, or experiences that demonstrate your commitment to this field.
Professional Communication: Ensure that your application is well-written and free of errors. Use a professional tone in your cover letter and CV, and make sure to highlight your excellent phone and email manner as mentioned in the job description.
How to prepare for a job interview at Heat Recruitment Ltd
✨Show Your Organisational Skills
As an Adviser Support Administrator, being organised is key. Prepare examples of how you've managed diaries or client information in the past to demonstrate your ability to keep things running smoothly.
✨Highlight Your Financial Services Experience
Make sure to discuss your previous experience in an IFA or financial services environment. This will show that you understand the industry and can hit the ground running.
✨Express Enthusiasm for Financial Planning
The company values enthusiasm for the financial planning industry. Share what excites you about this field and how you see yourself growing within it.
✨Prepare Questions About Progression and Training
Since the role offers progression and exam support, come prepared with questions about these opportunities. This shows your interest in long-term growth and commitment to the role.
