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- Tasks: Support Paraplanners and Financial Advisors with essential administration tasks.
- Company: Join a Chartered IFA in East Anglia, known for its commitment to excellence.
- Benefits: Enjoy flexible working, study support, free parking, and 29 days holiday.
- Why this job: Gain valuable experience in financial planning while working in a supportive environment.
- Qualifications: A strong university qualification and interest in financial planning are essential.
- Other info: Refer a friend and earn £200 if they secure a job through us.
The predicted salary is between 28000 - 42000 £ per year.
Join to apply for the Senior IFA Administrator role at Heat Recruitment .
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Senior IFA Administrator – Bury St Edmunds – Up to £35,000
My client, a Chartered IFA in East Anglia, is looking for a Senior IFA Administrator to assist with administration for Paraplanners and Financial Advisors within the business. They are open to candidates with a few months to 5+ years of experience, and financial exams are a bonus. The role is based at their head office in Bury St Edmunds.
What’s needed to be considered?
- An understanding or interest in the financial planning/wealth management industry.
- Ideally working towards the Level 4 Diploma.
- Strong university qualification or similar.
- Previous experience within an IFA environment is desirable.
- Strong administration skills and a willingness to learn.
Benefits
- Flexible working after probation.
- Study support and exams paid for, with paid study leave.
- Free parking on site.
- 29 days holiday plus Bank Holidays and Christmas Closure.
- Subsidised private healthcare.
- Income Protection and Healthcare Scheme.
- Paid Study leave.
- Volunteering days.
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. Additionally, refer a friend or colleague, and receive £200 if we help them secure a new career.
Additional Information
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Financial Planning Administrator.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Information Technology
Industries
- Staffing and Recruiting
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Senior IFA Administrator employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial planning and wealth management industry. Understanding current trends, regulations, and key players can give you an edge in interviews and discussions.
✨Tip Number 2
Network with professionals in the IFA sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 3
Consider pursuing the Level 4 Diploma in Financial Planning if you haven't already. This qualification not only enhances your knowledge but also demonstrates your commitment to the field.
✨Tip Number 4
Prepare for potential interview questions by practising how to articulate your previous experience in administration and how it relates to supporting Paraplanners and Financial Advisors effectively.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Senior IFA Administrator. Familiarise yourself with the financial planning and wealth management industry to demonstrate your interest in your application.
Tailor Your CV: Highlight relevant experience in your CV, especially any roles within an IFA environment. Emphasise your administration skills and any financial exams you are working towards, such as the Level 4 Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial sector and your willingness to learn. Mention specific examples from your past experiences that align with the job requirements.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at Heat Recruitment
✨Show Your Understanding of Financial Planning
Make sure to demonstrate your understanding or interest in the financial planning and wealth management industry. Research current trends and be prepared to discuss how they relate to the role.
✨Highlight Relevant Experience
If you have previous experience within an IFA environment, be ready to share specific examples of your responsibilities and achievements. This will show that you are familiar with the demands of the role.
✨Emphasise Your Administration Skills
Strong administration skills are crucial for this position. Prepare to discuss your organisational abilities and any tools or software you are proficient in that can aid in efficient administration.
✨Express Willingness to Learn
Since the company values a willingness to learn, convey your eagerness to grow within the role. Mention any relevant courses or qualifications you are pursuing, such as the Level 4 Diploma.
