At a Glance
- Tasks: Provide essential admin support to Financial Planners and manage client cases efficiently.
- Company: Award-winning independent financial planning firm with a stellar reputation.
- Benefits: Competitive salary, hybrid working, discretionary bonuses, and excellent benefits package.
- Other info: Opportunity for ongoing learning and career progression in a supportive environment.
- Why this job: Join a growing team where your contributions are valued and skills are developed.
- Qualifications: Experience in financial services administration and strong organisational skills required.
The predicted salary is between 25000 - 31000 £ per year.
We are delighted to be partnering with a highly respected, fully independent financial planning firm that has built an outstanding reputation within the industry. As an award-winning organisation, they are recognised for delivering exceptional client outcomes while creating a supportive and rewarding environment for their employees.
Due to continued growth, they are now seeking an experienced IFA Sales Support Administrator to join their team and provide vital support to their Financial Planners and valued clients. This is an excellent opportunity for someone with financial services administration experience who is looking to develop their career within a professional, forward-thinking business.
The role will involve:
- Providing comprehensive administrative support to Financial Advisers and the wider financial planning team
- Assisting with the smooth processing and management of client cases from initial enquiry through to completion
- Preparing documentation, maintaining accurate records, and ensuring all client information is managed efficiently
- Liaising with clients, providers, and internal teams to deliver a first-class service
- Supporting the team with day-to-day sales support activities and operational requirements
The ideal candidate will have:
- Previous experience within financial services administration (essential)
- Experience supporting an IFA, Financial Adviser, or wealth management team would be advantageous
- A good understanding of financial products such as investments, pensions, platforms, or protection
- Strong attention to detail with excellent organisational and communication skills
- The ability to prioritise workload effectively and manage multiple tasks in a fast-paced environment
- A proactive and professional approach with a genuine desire to provide excellent client support
What's on offer:
- Competitive salary up to £35,000
- Discretionary bonus scheme
- Hybrid working arrangement (3 days office-based, 2 days from home)
- Excellent benefits package
- Support for ongoing learning, development, and career progression
This is a fantastic opportunity to join a successful and growing financial planning organisation where your contribution will be recognised, your skills will be developed, and you'll be part of a team that takes pride in delivering exceptional service.
IFA Sales Support Administrator - Hybrid in Farnham employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Sales Support Administrator - Hybrid in Farnham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Sales Support Administrator - Hybrid in Farnham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
