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- Tasks: Support Financial Advisers and Paraplanners with administrative tasks throughout the financial planning process.
- Company: Join Huntress, a dynamic team in Bracknell focused on client success.
- Benefits: Earn up to £36,000 with a hybrid work model and a supportive environment.
- Other info: Great opportunity for career growth in a client-focused setting.
- Why this job: Be part of a collaborative team making a real difference in financial planning.
- Qualifications: Experience in IFA or Financial Planning Administration and strong IT skills required.
The predicted salary is between 36000 - 36000 £ per year.
Huntress - Bracknell is looking for an experienced IFA Administrator to join their team in Bracknell. This role offers the chance to work closely with Financial Advisers and Paraplanners, managing administrative support across the full financial planning lifecycle.
The ideal candidate should have prior experience in an IFA or Financial Planning Administrator role, strong IT skills, and an excellent understanding of financial products.
A salary of up to £36,000 is offered, with a collaborative and client-focused working environment.
IFA Administrator — Back-Office Support (Bracknell, Hybrid) employer: Huntress - Bracknell
Contact Detail:
Huntress - Bracknell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator — Back-Office Support (Bracknell, Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work as IFA Administrators or in similar roles. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and the administrative processes involved in financial planning. We want you to feel confident discussing how your experience aligns with the role, so practice common interview questions related to IFA administration.
✨Tip Number 3
Showcase your IT skills! Make sure you're familiar with the software commonly used in the industry. If you can demonstrate your proficiency during the interview, it’ll give you a leg up over other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator — Back-Office Support (Bracknell, Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IFA or Financial Planning roles. We want to see how your skills align with the job description, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the IFA Administrator role. We love seeing enthusiasm and a clear understanding of the financial planning lifecycle.
Show Off Your IT Skills: Since strong IT skills are a must-have, make sure to mention any relevant software or tools you’re familiar with. We appreciate candidates who can hit the ground running with tech!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Huntress - Bracknell
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products before the interview. Being able to discuss various products confidently will show that you understand the industry and can support Financial Advisers effectively.
✨Highlight Your IT Skills
Since strong IT skills are essential for this role, be prepared to discuss specific software or tools you've used in previous positions. If you have experience with CRM systems or financial planning software, mention it and explain how it helped streamline processes.
✨Demonstrate Your Administrative Experience
Prepare examples from your past roles where you successfully managed administrative tasks. Discuss how you prioritised workloads and supported advisers, as this will showcase your ability to handle the responsibilities of the IFA Administrator role.
✨Show Your Collaborative Spirit
This position requires a client-focused approach and teamwork. Be ready to share instances where you worked closely with colleagues or clients to achieve a common goal. This will highlight your ability to thrive in a collaborative environment.