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- Tasks: Join us as an IFA Administrator, supporting clients and learning the ropes of financial planning.
- Company: Be part of a caring, independent financial firm with a strong focus on personal development.
- Benefits: Enjoy hybrid working, study support, private medical cover, and increasing holiday allowance.
- Why this job: This role offers a clear path to becoming a Paraplanner in a supportive, family-led environment.
- Qualifications: Some experience in administration and a passion for financial planning are essential.
- Other info: This is a fantastic opportunity for growth within a respected firm.
The predicted salary is between 24000 - 28000 £ per year.
IFA Administrator (Hybrid) – Development opportunity, The Royal Town of Sutton Coldfield
Client: Heat Recruitment
Location: The Royal Town of Sutton Coldfield, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: f078bb103f35
Job Views: 18
Posted: 12.08.2025
Expiry Date: 26.09.2025
Job Description:
Location: Sutton Coldfield
Salary: £30,000 – £35,000
Type: Permanent
Workplace: On-Site
Ref: 88504
IFA Administrator Progression to Paraplanner (Study Support Provided)
Location: Midlands (Hybrid: 3 days office, 2 days home)
Salary: Competitive, depending on experience
About the Business
We are working with a respected, independent financial planning firm known for its caring, family-led culture and long-term commitment to developing its people. The business provides highly personalised advice to business owners, senior executives, and retired professionals, building lasting client relationships through outstanding service and trusted advice.
The firm is forward-thinking and ambitious, with a clear growth plan and a strong track record of promoting from within. Many current leaders started in support roles and progressed as the business expanded.
The Opportunity
This is a fantastic opportunity for someone who wants to build a career in financial planning. You will start as an IFA Administrator, working closely with experienced Advisors, Paraplanners, and the wider support team to deliver an exceptional client experience.
Your responsibilities will include preparing client packs, processing new business, liaising with providers, and supporting client onboarding, all while learning the foundations of financial planning. There is a clear pathway to progress into a Paraplanner role, with full study support towards industry qualifications provided. You will be supported every step of the way to build your technical knowledge and develop your career.
What We\’re Looking For
- Some experience in an IFA, wealth management, or professional services administration role
- Strong organisational skills and excellent attention to detail
- A genuine interest in financial planning and a desire to build a career in the profession
- Confident communicator who enjoys working as part of a supportive team
- Proactive attitude and willingness to learn and develop
Benefits Include:
- Hybrid working (3 days in the office, 2 from home)
- Annual pay reviews
- Study support and development plan towards Paraplanning
- Increasing holiday allowance with length of service
- Private medical cover
- Death in service benefit
- A supportive, family-led culture with genuine career progression opportunities
How to Apply
If you\’re an experienced administrator ready to take the next step and build a long-term career in financial planning, we\’d love to hear from you.
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IFA Administrator (Hybrid) – Development opportunity employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Hybrid) – Development opportunity
✨Tip Number 1
Research the company culture and values of the financial planning firm. Understanding their family-led approach and commitment to employee development can help you tailor your conversations during interviews, showing that you're a good fit for their team.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend local events or join online forums to connect with current IFA Administrators or Paraplanners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail. Think of specific examples from your past experiences where these skills have helped you succeed, as they are crucial for the IFA Administrator role.
✨Tip Number 4
Show your enthusiasm for learning and professional growth. Be ready to talk about any relevant courses or certifications you’re interested in pursuing, especially those related to financial planning, as this aligns with the company's commitment to supporting your development.
We think you need these skills to ace IFA Administrator (Hybrid) – Development opportunity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in IFA, wealth management, or professional services administration. Emphasise your organisational skills and attention to detail, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in financial planning. Mention why you want to build a career in this field and how the company's supportive culture aligns with your career goals.
Highlight Your Communication Skills: In your application, provide examples of how you've effectively communicated in previous roles. This is important as the job requires confident communication within a supportive team environment.
Show Willingness to Learn: Express your proactive attitude and willingness to learn in both your CV and cover letter. Mention any relevant courses or qualifications you are interested in pursuing, especially those related to financial planning.
How to prepare for a job interview at Heat Recruitment
✨Show Your Interest in Financial Planning
Make sure to express your genuine interest in financial planning during the interview. Share any relevant experiences or courses you've taken that demonstrate your commitment to building a career in this field.
✨Highlight Your Organisational Skills
Since the role requires strong organisational skills, be prepared to discuss specific examples from your past work where you successfully managed multiple tasks or projects. This will show that you can handle the responsibilities of an IFA Administrator.
✨Demonstrate Teamwork and Communication Skills
As the position involves working closely with Advisors and Paraplanners, emphasise your ability to communicate effectively and work as part of a team. Share examples of how you've collaborated with others to achieve common goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, growth opportunities, and the support provided for study towards Paraplanning. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.
