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- Tasks: Support the Head of Administration and mentor junior team members in a dynamic IFA environment.
- Company: Join a forward-thinking, independent wealth management firm dedicated to bespoke financial advice.
- Benefits: Enjoy flexible working options with a mix of home and office work.
- Why this job: Be part of a supportive culture where your ideas matter and you can grow without micromanagement.
- Qualifications: Two years of IFA administration experience; degree-level education and Financial Planning Certificate preferred.
- Other info: This role focuses on administration, with no progression into paraplanning or advising.
The predicted salary is between 36000 - 60000 £ 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)
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Senior Financial Planning Administrator employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the specific administrative processes and tools used in IFA offices, especially Xplan and online provider platforms. This knowledge will not only boost your confidence but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Highlight your mentoring experience during any discussions or interviews. Since the role involves mentoring junior team members, showcasing your ability to guide and support others will make you a more attractive candidate.
✨Tip Number 3
Prepare to discuss how you've contributed to improving processes in previous roles. The company values adaptability and continuous improvement, so sharing specific examples of how you've made a positive impact will resonate well.
✨Tip Number 4
Engage with the company's culture by researching their values and recent initiatives. Showing that you align with their forward-thinking approach and are eager to contribute to their goals can set you apart from other candidates.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in administration within an IFA office. Emphasise any mentoring roles you've had and your ability to manage expectations, as these are key aspects of the job.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your values align with their forward-thinking approach and your desire to contribute to a supportive environment.
Showcase Relevant Skills: Highlight your prioritisation skills and any experience you have with Xplan or online provider platforms. Even if you don't have direct experience, demonstrate your willingness to learn and adapt.
Prepare for Potential Questions: Think about how you would respond to questions regarding your mentoring experience and how you handle administrative challenges. Be ready to provide examples that showcase your problem-solving abilities.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Showcase Your Mentoring Skills
Since the role involves mentoring junior members, be prepared to discuss your experience in guiding and supporting others. Share specific examples of how you've helped colleagues grow in their roles.
✨Demonstrate Your Industry Knowledge
Familiarise yourself with various administrative roles and industry products relevant to IFA offices. Be ready to discuss your understanding of these areas and how they apply to the position.
✨Highlight Your Autonomy and Initiative
This company values autonomy, so be sure to provide examples of how you've taken initiative in previous roles. Discuss situations where you identified issues and implemented solutions without needing micromanagement.
✨Prepare for Client Interaction Scenarios
As client interaction is a key part of the role, think of examples where you've successfully managed client relationships. Be ready to discuss how you handle queries and maintain professionalism under pressure.
