At a Glance
- Tasks: Support the administration team and mentor junior members in a dynamic environment.
- Company: A forward-thinking, independent wealth management firm focused on bespoke advice.
- Benefits: Flexible working from home or office, supportive culture, and autonomy in your role.
- Other info: Opportunity to work in a fast-paced environment with a focus on continuous improvement.
- Why this job: Join a team that values your input and fosters professional growth without micromanagement.
- Qualifications: Two years of IFA administration experience and strong prioritisation skills.
The predicted salary is between 30000 - 40000 £ per year.
Are you a career administrator who enjoys mentoring others and a fast-paced environment? If so, my client will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed. They pride themselves in being a forward-thinking company, adaptable and always striving to be better. They are a Chartered, independent, fee-based wealth management firm focused on providing well researched and bespoke advice. They now seek to recruit an experienced career administrator with strong experience of working in an IFA’s office to become a dependable member of this department. This will particularly suit if you also enjoy client interaction. Please note that this role will not offer progression into paraplanning or advising. You will have the flexibility of working from home and the office.
Key accountabilities & responsibilities:
- IFA administration duties
- Provide support to the Head of Administration (HOD) working alongside/closely to ensure smooth/effective running of department
- Be a point of contact for Advisers and Paraplanners for technical administrative queries
- Mentor the junior members within the admin team
- Participate in team meetings – highlight any concerns so that the department and firm can constantly improve
Essential Experience required for this role:
- A wide knowledge of the different administrative roles and varied industry products
- At least two years’ experience of working in administration within a busy IFA office
- Excellent prioritisation skills to meet, if not exceed, deadlines
- The ability to manage expectations of all staff and clients
- A good working knowledge of Xplan is desirable (but not necessary)
- A good working knowledge of online provider platforms
- Ideally, a degree-level education and the Financial Planning Certificate (but not necessary)
Senior Financial Planning Administrator employer: Jenson Fisher Consulting Ltd
As a Senior Financial Planning Administrator at our forward-thinking, independent wealth management firm, you will thrive in a supportive environment that values your input and fosters professional growth. With the flexibility to work from home or the office, you'll enjoy a culture that encourages autonomy while providing opportunities to mentor junior team members and engage with clients, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Jenson Fisher Consulting Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to mentoring and autonomy. Be ready to share how your experience aligns with their needs and how you can contribute to their forward-thinking culture.
✨Tip Number 3
Show off your mentoring skills! During interviews, highlight any experience you have in guiding junior team members. This will demonstrate your leadership potential and fit within their supportive environment.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your job search, and applying directly can give you an edge. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace Senior Financial Planning 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 time in an IFA office and any mentoring roles you've had, as this will show us you're a great fit for the Senior Financial Planning Administrator position.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about this role. Share specific examples of how you've contributed to a team or improved processes in your previous roles. We love hearing about your experiences!
Showcase Your Administrative Skills:Since this role is all about administration, make sure to emphasise your organisational skills and ability to manage multiple tasks. Mention any tools or software you’re familiar with, like Xplan or online provider platforms, to give us a clearer picture of your capabilities.
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 don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and the specific products relevant to the role. Familiarise yourself with common technical queries that Advisers and Paraplanners might have, as this will show you’re ready to hit the ground running.
✨Showcase Your Mentoring Skills
Since mentoring junior members is part of the job, think of examples from your past where you've successfully guided others. Be prepared to discuss your approach to mentoring and how you can contribute to a supportive team environment.
✨Demonstrate Flexibility
With the role offering a mix of home and office work, be ready to talk about how you manage your time and priorities in different environments. Share any experiences where you've thrived in a fast-paced setting while maintaining high standards.
✨Engage in Team Dynamics
Participating in team meetings is key, so come prepared with ideas on how to improve processes or address common concerns. This shows you’re proactive and invested in the team's success, which aligns with the company’s forward-thinking ethos.
