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For Companies At a Glance
- Tasks: Support Financial Advisors, manage diaries, and liaise with high net worth clients.
- Company: Join a leading Financial Advisory group experiencing rapid growth across the UK.
- Benefits: Enjoy hybrid working, study support, and a collaborative team environment.
- Why this job: Be part of a dynamic team with clear pathways for career progression and personal development.
- Qualifications: No specific qualifications required; enthusiasm and a willingness to learn are key.
- Other info: This role offers a unique opportunity to work closely with affluent clients.
The predicted salary is between 30000 - 42000 £ per year.
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
Duties include:
- Working closely with Financial Advisors to offer pro-active support
- Diary management and arranging client meetings
- Liaise with highly affluent and high net worth clients to ensure a smooth process and experience
- Prepare meeting packs prior to client meetings on behalf of Advisors
- Raise invoices where required
- Database management
The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work. The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition.
Financial Planning Administrator employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial advisory industry and current trends. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 3
Prepare to discuss your organisational skills and experience with diary management. Since this role involves supporting Financial Advisors, showcasing your ability to manage schedules and client interactions effectively will be crucial.
✨Tip Number 4
Research IDEX Consulting and their values. Understanding their company culture and how they support employee growth will allow you to tailor your conversation during interviews, showing that you're a great fit for their team.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Financial Planning Administrator position. Understand the key responsibilities and required skills, such as diary management and client liaison, to tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience you have in financial administration or client support roles. Use specific examples that demonstrate your ability to manage diaries, prepare meeting packs, and liaise with high net worth clients.
Showcase Your Skills: Make sure to highlight skills that are particularly relevant to this role, such as organisational skills, attention to detail, and proficiency in database management. Mention any software or tools you are familiar with that could be beneficial in this position.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to work with IDEX Consulting and how you can contribute to their team, especially in supporting Financial Advisors and enhancing client experiences.
How to prepare for a job interview at IDEX Consulting
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Financial Planning Administrator. Familiarise yourself with diary management, client liaison, and preparing meeting packs, as these are key aspects of the job.
✨Showcase Your Communication Skills
Since you'll be liaising with high net worth clients, it's crucial to demonstrate your excellent communication skills. Be prepared to discuss how you've effectively communicated in previous roles and how you can maintain professionalism in all interactions.
✨Highlight Your Organisational Abilities
The role involves managing multiple tasks simultaneously, so be ready to provide examples of how you've successfully organised your workload in the past. Discuss any tools or methods you use to stay organised and efficient.
✨Express Your Ambition for Growth
IDEX Consulting offers a clear pathway for progression, so express your ambition to grow within the company. Share your career goals and how you see this role fitting into your long-term plans, especially if you're interested in further study support.
