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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 financial excellence.
- Benefits: Enjoy flexible working, study support, free parking, and 29 days holiday plus bank holidays.
- Why this job: Gain valuable experience in finance while working in a supportive and dynamic environment.
- Qualifications: A strong university qualification and interest in financial planning are essential; experience is a plus.
- Other info: Refer a friend and earn £200 if they secure a role through us!
The predicted salary is between 28000 - 42000 £ per year.
Location
Bury St Edmunds
Salary £30000 – £35000 TypePermanent WorkplaceHybrid Ref87689
Recruiter Managing This Role
Senior IFA Administrator Bury St Edmunds Up to £35,000
My client who are a Chartered IFA in East-Anglia are looking for a Senior IFA Administrator to help with administration for the Paraplanners and Financial Advisors within the business. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of their head office in Bury St Edmunds.
Whats needed to be considered?
Benefits:
Whats next?
Apply today to be considered for this 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.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, financial planning administrator
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 will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 2
Network with professionals in the IFA sector. Attend industry events or join relevant online forums to connect with others in the field. This can lead to valuable insights and even job referrals.
✨Tip Number 3
Consider pursuing the Level 4 Diploma in Financial Planning if you haven't already. This qualification is highly regarded and shows your commitment to professional development, making you a more attractive candidate.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to IFA administration. Be ready to discuss your previous experience and how it relates to the role, as well as your willingness to learn and grow within the company.
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 qualifications or 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 eagerness to learn. Mention specific skills that align with the job description and how you can contribute to the team at Heat Recruitment.
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 in an administrative role.
How to prepare for a job interview at Heat Recruitment
✨Show Your Understanding of Financial Planning
Make sure to demonstrate your knowledge or interest in the financial planning and wealth management industry. Research current trends and be prepared to discuss how they might impact the role.
✨Highlight Relevant Experience
If you have previous experience in an IFA environment, be ready to share specific examples of your responsibilities and achievements. This will show that you understand 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 familiar with that can aid in efficient administration.
✨Express Willingness to Learn
Since the role requires a willingness to learn, convey your enthusiasm for professional development. Mention any relevant courses or qualifications you are pursuing, such as the Level 4 Diploma.
