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- Tasks: Assist Financial Service Professionals with administrative tasks in a dynamic team.
- Company: Join an award-winning Wealth Management firm known for effective investment management.
- Benefits: Enjoy hybrid working, study support, private medical cash plan, and a vibrant office atmosphere.
- Why this job: Great opportunity for growth with a supportive culture and potential for career progression.
- Qualifications: 2 years of IFA admin experience and strong knowledge of Pensions & Investments required.
- Other info: Part-time applicants welcome; refer a friend for a £200 reward!
The predicted salary is between 30000 - 35000 £ per year.
Assisting Financial Service Professionals within the South East & London. Our client is a highly reputable and award-winning Wealth Management firm that provides effective investment management and financial planning for their clients. Due to an internal promotion, a position has arisen for an IFA administrator to join the team. You will have the opportunity to work in a supportive team environment with a great office atmosphere, whilst also benefiting from the option to work from home a couple of days a week. Progression will be encouraged and supported – Technical Client Support role after 12 months.
Benefits:
- Salary bracket is £30,000 – £35,000
- Open to part-time applicants
- Study support and leave
- Private Medical Health cash plan
- Parking
- Nice open plan office
- Hybrid working
- And much more...
To be considered for this IFA Administrator opportunity, candidates need to have:
- Previous 2 years of IFA admin experience within an IFA Practice
- Strong technical Pensions & Investment knowledge
- Working towards financial service exams (or at least an interest to do so)
- Ability to work well with others
Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Financial Planning Administrator employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Make sure to network with professionals in the financial services industry, especially those who work in wealth management. Attend relevant events or join online forums where you can connect with others and learn more about the role.
✨Tip Number 2
Consider reaching out directly to the hiring manager or recruiter via LinkedIn. A polite message expressing your interest in the Financial Planning Administrator position can help you stand out from other candidates.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in financial planning and investment management. This knowledge will not only prepare you for potential interview questions but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare thoughtful questions to ask during the interview. Inquiring about the team dynamics, company culture, and opportunities for progression shows your genuine interest in the role and helps you assess if it's the right fit for you.
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 IFA admin experience and showcases your strong technical knowledge in pensions and investments. Use specific examples to demonstrate your skills and achievements relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Financial Planning Administrator position. Mention your enthusiasm for working in a supportive team environment and your willingness to pursue financial service exams.
Highlight Relevant Experience: In your application, emphasise your two years of IFA admin experience and any specific projects or tasks that relate to the responsibilities of the role. This will help the employer see your suitability for the position.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the finance sector.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your IFA Experience
Make sure to highlight your previous experience in IFA administration. Be prepared to discuss specific tasks you handled and how they relate to the role you're applying for. This will demonstrate your familiarity with the industry and your ability to contribute from day one.
✨Demonstrate Technical Knowledge
Since strong technical knowledge in pensions and investments is crucial, brush up on key concepts and recent developments in these areas. Be ready to answer questions or provide insights that showcase your understanding and interest in financial services.
✨Express Your Willingness to Learn
The role encourages progression and study support, so express your eagerness to pursue financial service exams. Share any plans you have for further education or certifications, as this shows your commitment to professional growth.
✨Emphasise Teamwork Skills
Working well with others is essential in this supportive team environment. Prepare examples of how you've successfully collaborated with colleagues in the past, and be ready to discuss how you can contribute positively to the team dynamic.
