Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a friendly team to support financial planning and administration tasks.
- Company: A highly regarded IFA firm known for its amazing culture and growth opportunities.
- Benefits: Enjoy up to £32,000 salary, 28 days holiday, hybrid work, and exam support.
- Why this job: This role offers fun, growth, and a chance to advance your financial services career.
- Qualifications: Previous IFA experience and knowledge of investment products are preferred.
- Other info: Flexible benefits platform and bonuses for passing exams on the first try.
The predicted salary is between 19200 - 28800 £ per year.
An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialise in all aspects of savings, investments and retirement planning for someone to join the team based near Fareham.
This company prides themselves on the amazing culture they have developed over the years. They would like another friendly individual to join them, where you can have fun and grow. This is an established company with L&D and team leaders to help support you through onboard and to advance your knowledge/ career.
-
Previous experience in a similar role within an IFA Practice
-
Knowledge of investment products ISAs, Pensions, Bonds
-
Confident and competent communication skills, verbal and written
-
Any Financial Services qualifications are desired
-
Up to £32,000
-
28 days’ holiday plus bank holidays
-
Onsite parking
-
Life assurance
-
Income protection
-
DIS
-
Pension
-
Flexible benefits platform.
-
Hybrid working – 2 days in the office
-
Exam support with a bonus for each R0 passed first time
Lucy Warman
Managing Consultant
Get in touch:
03300 528 586 Phone
FinancialServices@HeatUK.com Email
Financial Planning Administrator employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
+443300528586
FinancialServices@HeatUK.com
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarize yourself with the specific investment products mentioned in the job description, such as ISAs, Pensions, and Bonds. This knowledge will not only help you stand out during the interview but also demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight any previous experience you have in IFA administration or similar roles. Be prepared to discuss specific examples of how you've contributed to a team or improved processes in your past positions.
✨Tip Number 3
Since the company values a friendly culture, be sure to showcase your interpersonal skills during the interview. Share anecdotes that illustrate your ability to work well with others and contribute positively to a team environment.
✨Tip Number 4
If you have any Financial Services qualifications, make sure to mention them. If you’re currently pursuing any relevant certifications, let them know about your commitment to professional development and how it aligns with their support for learning and growth.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in IFA administration and your knowledge of investment products like ISAs, Pensions, and Bonds. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company culture. Mention how your background aligns with their needs and express your desire to grow within the team.
Highlight Communication Skills: Since confident communication is key, provide examples in your application that showcase your verbal and written communication skills. This could include experiences where you successfully interacted with clients or colleagues.
Showcase Financial Services Qualifications: If you have any relevant Financial Services qualifications, be sure to mention them prominently in your application. If you're currently pursuing any qualifications, include that information as well.
How to prepare for a job interview at Heat Recruitment
✨Show Your Knowledge of Financial Products
Make sure to brush up on your knowledge of investment products like ISAs, pensions, and bonds. Being able to discuss these confidently will demonstrate your expertise and suitability for the role.
✨Highlight Your Communication Skills
Since the role requires strong verbal and written communication skills, prepare examples from your past experiences where you effectively communicated complex information. This will showcase your ability to connect with clients and colleagues.
✨Emphasize Your Team Spirit
This company values a friendly culture, so be ready to share instances where you've worked well in a team. Highlight how you contribute to a positive work environment and how you can fit into their established culture.
✨Prepare Questions About Growth Opportunities
Since the company offers L&D support and career advancement, come prepared with questions about how they help employees grow. This shows your interest in long-term development and aligns with their values.
