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- Tasks: Support Independent Financial Advisers with financial planning administration and client servicing.
- Company: Integrity365, a growing financial planning firm with a focus on trust and integrity.
- 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 required.
- Other info: Exciting opportunity in a supportive and innovative workplace.
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 financial planning team in our new office premises in Flackwell Heath, High Wycombe.
Please note that this is a financial planning specific administration position, so experience in financial services, wealth management, client servicing and independent financial advice is essential.
The role: Integrity365 is currently looking to expand our team of office-based financial planning administrators to support our Independent Financial Advisers (IFA). 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, Essex, 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 have 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 in London employer: Integrity365
Contact Detail:
Integrity365 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in London
✨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 can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Integrity365 and understanding their values. Be ready to discuss how your experience aligns with their ethos of trust, transparency, and integrity. Show them you’re not just another candidate!
✨Tip Number 3
Practice your responses to common interview questions specific to financial planning administration. Highlight your experience with client servicing and wealth management to demonstrate you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Integrity365 family.
We think you need these skills to ace Financial Planning Administrator in London
Some tips for your application 🫡
Show Your Financial Savvy: Make sure to highlight your experience in financial services and client servicing. 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 and Cover Letter: Customise your CV and cover letter to reflect the values of trust, transparency, and integrity that we cherish at Integrity365. This will show us that you understand our ethos and are genuinely interested in joining our team.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your key points stand out and are easy to read. No need for fluff!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
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 client servicing. Familiarise yourself with common financial products and terms, as well as the specific services offered by Integrity365. This will show that you're not just interested in the role, but that you understand the industry.
✨Showcase Your Experience
Prepare to discuss your previous roles in financial planning administration. Highlight specific examples where you've supported Independent Financial Advisers or improved client experiences. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Emphasise Values Alignment
Integrity365 values trust, transparency, and integrity. Think about how your personal values align with these and be ready to share examples from your past work that demonstrate these qualities. This will help you connect with the interviewers on a deeper level.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the tools they use (like Intelliflo), or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
