At a Glance
- Tasks: Support advisers with admin tasks and prepare client meeting packs.
- Company: Established financial planning firm in a prime city location.
- Benefits: Competitive salary, monthly bonuses, full study support, and 28 days holiday.
- Other info: Opportunity for career progression and regular social events.
- Why this job: Join a friendly team and grow into an adviser role with mentorship.
- Qualifications: Minimum 12 months experience in financial or wealth planning.
The predicted salary is between 37000 - 37000 € per year.
The client is a well established financial planning firm based in the heart of the city, near Bank Station, making the commute easy. They have a great client bank and a friendly team that offers regular social events. Successful directors, one of whom will be looking to retire in a few years, are seeking to hire someone who could potentially take over the client bank.
About you: You will have a minimum of 12 months experience in financial planning or wealth planning, supporting advisers in an admin-based function. You should be studying towards a diploma level qualification, with the aim to grow into an adviser over the next few years. You will be mentored and developed.
Salary: £37,000.00 plus monthly bonuses. Office based 4 days per week, 1 day WFH. Full study support, 28 days holiday (including bank holidays) and birthday off.
Duties include:
- Working with 2 advisers
- Preparing client meeting packs
- Annual valuations
- Managing CRM
- LOAs
- Submitting and chasing pipeline with providers
IFA Administrator employer: JAMES SMITH RECRUITMENT LTD
Join a well-established financial planning firm located in the heart of the city, just a stone's throw from Bank Station, ensuring a convenient commute. With a friendly team culture that promotes regular social events and offers significant growth opportunities, including mentorship towards becoming an adviser, this role provides a supportive environment for your professional development. Enjoy competitive salary packages, full study support, and generous holiday allowances, making it an excellent choice for those seeking meaningful and rewarding employment.
Contact Detail:
JAMES SMITH RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for opportunities, and who knows? They might just have a lead or two that could land you that IFA Administrator role.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and come armed with questions that show your interest in their work and culture. Remember, it’s not just about them interviewing you; it’s your chance to see if they’re the right fit for you too!
✨Tip Number 3
Show off your skills! Bring along examples of your previous work or projects that highlight your experience in financial planning. This will help you stand out and demonstrate that you’re ready to support advisers effectively.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare and make your application shine. Plus, it’s a great way to ensure your CV lands directly in the right hands!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 12 months of experience in financial planning and any relevant qualifications you're pursuing. We want to see how you fit into our friendly team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you envision growing into an adviser role. Let us know what excites you about joining our established firm.
Showcase Your Admin Skills:Since the role involves supporting advisers with admin tasks, be sure to mention any relevant experience you have with CRM systems or preparing client meeting packs. We love seeing candidates who can hit the ground running!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at JAMES SMITH RECRUITMENT LTD
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of wealth management and be ready to discuss your experience in supporting advisers. This will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Show Your Organisational Skills
As an IFA Administrator, you'll need to manage client meeting packs and CRM systems. Be prepared to share examples of how you've successfully organised tasks in previous roles. Highlight any tools or methods you use to stay on top of your workload.
✨Express Your Ambition
Since this role could lead to becoming an adviser, let them know about your career aspirations. Talk about your studies towards a diploma and how you envision growing within the company. This shows you're committed to your professional development.
✨Be Ready for Team Dynamics
With a friendly team and regular social events, it's important to fit in well. Prepare to discuss how you work in a team setting and share any experiences where you've contributed to a positive team environment. This will help demonstrate that you're a good cultural fit.
