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- Tasks: Support Financial Planners and manage client documentation and valuations.
- Company: Join a reputable financial advisory firm with a strong client base.
- Benefits: Enjoy flexible working options, competitive salary, and bonus packages.
- Why this job: Be part of a growing team that values professional development and client service.
- Qualifications: Experience in financial services is essential; qualifications are a plus.
- Other info: Opportunity for hybrid work and a dynamic work environment.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Senior IFA Administrator role at Heat Recruitment. Get AI-powered advice on this job and more exclusive features. Senior IFA Administrator – Bury St Edmunds – Up to £35,000 My client, a Chartered IFA in East Anglia, is looking for a Senior IFA Administrator to assist with administration for Paraplanners and Financial Advisors within the business. They are open to candidates with a few months to 5+ years of experience, and financial exams are a bonus. The role is based at their head office in Bury St Edmunds. What’s needed to be considered? An understanding or interest in the financial planning/wealth management industry. Ideally working towards the Level 4 Diploma. Strong university qualification or similar. Previous experience within an IFA environment is desirable. Strong administration skills and a willingness to learn. Benefits Flexible working after probation. Study support and exams paid for, with paid study leave. Free parking on site. 29 days holiday plus Bank Holidays and Christmas Closure. Subsidised private healthcare. Income Protection and Healthcare Scheme. Paid Study leave. Volunteering days. What’s next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. Additionally, refer a friend or colleague, and receive £200 if we help them secure a new career. Additional Information Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Financial Planning Administrator. Seniority level Mid-Senior level Employment type Full-time Job function Information Technology Industries Staffing and Recruiting #J-18808-Ljbffr
Senior IFA Administrator employer: JobLeads GmbH
Contact Detail:
JobLeads GmbH Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network with professionals in the financial services industry. Attend relevant events or join online forums where you can connect with current IFA Administrators or Wealth Planning Administrators. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management. Staying updated on industry changes will not only enhance your knowledge but also demonstrate your commitment to potential employers during interviews.
✨Tip Number 3
Prepare for common interview questions specific to the IFA Administrator role. Think about scenarios where you've successfully managed multiple tasks or provided exceptional client service, as these experiences will be valuable to share.
✨Tip Number 4
Showcase your technical knowledge of pensions, investments, and protection during discussions. Be ready to discuss how you've applied this knowledge in previous roles, as it will highlight your suitability for the position.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management or financial services administration. Emphasise any relevant skills, such as your technical knowledge of pensions, investments, and protection.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to provide administration and planning support to Financial Planners.
Highlight Communication Skills: Since excellent verbal and written communication skills are essential for this role, include examples in your application that illustrate how you've effectively communicated with clients or colleagues in previous positions.
Showcase Your Organisational Skills: Given the need to manage multiple tasks efficiently, provide examples of how you have successfully juggled various responsibilities in past roles. This will demonstrate your ability to thrive in a busy environment.
How to prepare for a job interview at JobLeads GmbH
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, and protection. Be prepared to discuss specific examples from your past experience that demonstrate your technical expertise in these areas.
✨Demonstrate Your Communication Skills
Since excellent verbal and written communication skills are crucial for this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so ensure you can do this in a straightforward manner.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-life situations in the role. Think about past experiences where you managed multiple tasks or dealt with challenging clients, and be ready to share those stories.
✨Research the Company
Familiarise yourself with the company's values, services, and recent developments in the financial advisory sector. This will not only help you answer questions more effectively but also show your genuine interest in the position.
