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- Tasks: Support Independent Financial Advisers and provide exceptional client experiences.
- Company: Integrity365, a growing financial planning firm with strong values.
- Benefits: Competitive salary, great team environment, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Minimum three years in financial planning administration and knowledge of Intelliflo.
- Other info: Work in a supportive culture that prioritises people over processes.
The predicted salary is between 36000 - 60000 £ per year.
Due to a long-standing employee planning their well-deserved retirement, an exciting opportunity has arisen within Integrity365 for a talented IFA Administrator to join our team in our new office premises in Flackwell Heath, High Wycombe. Please note that this is a financial planning position, so experience in financial services, wealth management and independent financial advice is essential.
The role: Integrity365 is currently looking to expand our team of office-based administrators to support our Independent Financial Advisers. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and an exceptional client experience.
About us: We are proud to advise individuals, families, business owners, farmers and corporate organisations throughout the UK. From our founding in 2020 in our rural Dyrham-based office, just outside of Bristol, Integrity365 has since gone from strength to strength. Our Independent Financial Advisers operate throughout the UK, with administrative hubs across Bristol, High Wycombe, London, Inverness, Helensburgh, and Arbroath. Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.
At Integrity365, we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of life. Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do. We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan. Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.
Salary: Dependent on experience.
We offer:
- A competitive package and benefits.
- A great team to work with!
To Apply: If you’ve had at least three years’ experience within a busy financial planning administration team, and have a wide product knowledge and experience of Intelliflo please email a cover note and accompanying CV.
Financial Planning Administrator employer: Integrity365
Contact Detail:
Integrity365 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to Integrity365.
✨Tip Number 2
Prepare for interviews by researching Integrity365 thoroughly. Understand their values of trust, transparency, and integrity, and think about how your experience aligns with their mission. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice your responses to common interview questions specific to financial planning roles. Highlight your experience in administration and your knowledge of financial products. We want to see how you can support our Independent Financial Advisers effectively!
✨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 at Integrity365. Plus, it shows you’re serious about joining our fantastic team.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Show Your Financial Savvy: Make sure to highlight your experience in financial services and wealth management. We want to see how your background aligns with the role of a Financial Planning Administrator, so don’t hold back on showcasing your skills!
Tailor Your CV: Customise your CV to reflect the values of trust, transparency, and integrity that we hold dear at Integrity365. Use keywords from the job description to make it clear that you’re the perfect fit for our team.
Craft a Compelling Cover Note: Your cover note is your chance to shine! Keep it concise but engaging, and explain why you’re excited about joining us. Let your personality come through while keeping it professional.
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’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Integrity365
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services, wealth management, and independent financial advice. Familiarise yourself with common products and services in the industry, as well as any recent changes in regulations that might affect clients.
✨Showcase Your Experience
Prepare to discuss your previous roles in financial planning administration. Highlight specific examples where you've supported advisers or improved client experiences. This will demonstrate your ability to contribute to Integrity365's ethos of trust and transparency.
✨Emphasise Teamwork
Integrity365 values a collaborative environment, so be ready to talk about how you work within a team. Share examples of how you've successfully collaborated with colleagues to achieve common goals, especially in busy environments.
✨Align with Their Values
Research Integrity365’s core values of trust, transparency, and integrity. Think about how your personal values align with theirs and be prepared to discuss this during the interview. Showing that you resonate with their mission can set you apart from other candidates.
