At a Glance
- Tasks: Support clients and guide team members in a dynamic wealth management environment.
- Company: Join a Chester-based firm focused on personalised client relationships and teamwork.
- Benefits: Enjoy a competitive salary, recognition for your contributions, and potential career progression.
- Why this job: Be part of a supportive culture where your input directly impacts clients and the team.
- Qualifications: Experience as an IFA Administrator is preferred; passion for client service is essential.
- Other info: This role offers a chance to grow into Paraplanning and Advising positions.
The predicted salary is between 24000 - 32000 £ per year.
IFA Administrator
£28-32K depending on experience
Chester
Office based
Are you tired of working for a large corporate and feeling unappreciated?
Do you want to work more closely with clients and become an integral part of the process?
This opportunity could be a fresh start.
A Chester-based Wealth Management firm is looking to hire a career IFA Administrator to support the workload and assist in guiding and developing less experienced team members.
While this is not a management position, sharing your experience and providing hands-on support will add value to the team.
This established business focuses on face-to-face client meetings, allowing Admins and Paraplanners to be actively involved in the client process and earn recognition for their contributions, rather than working behind the scenes.
The preferred candidate is a career IFA Administrator, but there is potential for progression to Paraplanning and Advising roles in the future.
Contact Sam at Integro Partners to discuss this opportunity further.
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IFA Administrator employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, client approach, and the specific services they offer. This will help you tailor your conversation and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 2
Prepare to discuss your previous experience in detail, especially any roles where you directly supported clients or worked closely with financial advisors. Highlight specific examples that showcase your ability to contribute to a team and enhance client relationships.
✨Tip Number 3
Network with current or former employees of the firm if possible. They can provide valuable insights into the company culture and what they look for in an IFA Administrator, which can give you an edge during the selection process.
✨Tip Number 4
Be ready to discuss your long-term career aspirations, particularly your interest in progression towards Paraplanning or Advising roles. This shows that you are committed to growing within the company and adds value to your application.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and expectations of an IFA Administrator. Tailor your application to highlight relevant experience and skills that align with the role.
Craft a Tailored CV: Ensure your CV reflects your experience as an IFA Administrator. Emphasise your client-facing skills, ability to support team members, and any relevant qualifications or training in wealth management.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention why you are looking for a change from a corporate environment and how you can contribute to their client-focused approach.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application demonstrates attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Integro Partners
✨Show Your Client-Focused Mindset
Since this role involves working closely with clients, it's crucial to demonstrate your understanding of client needs and how you can contribute to their satisfaction. Prepare examples from your past experiences where you successfully supported clients or improved their experience.
✨Highlight Your Team Support Skills
As the position involves guiding and developing less experienced team members, be ready to discuss your mentoring or training experiences. Share specific instances where you helped a colleague grow or contributed to a team project.
✨Emphasise Your Career Commitment
The firm is looking for a career IFA Administrator, so make sure to express your long-term interest in this field. Talk about your passion for wealth management and how you see yourself growing within the company, potentially moving into Paraplanning or Advising roles.
✨Prepare Questions About Company Culture
Since the firm values face-to-face interactions and recognition for contributions, prepare thoughtful questions about their culture and how they support employee development. This shows your genuine interest in becoming an integral part of their team.