At a Glance
- Tasks: Support Financial Planners and manage high-net-worth client portfolios.
- Company: Join a leading UK Financial Planning & Investment Management firm with a supportive culture.
- Benefits: Enjoy hybrid working, a competitive salary, bonuses, and excellent benefits like private medical insurance.
- Other info: Full study support towards the Diploma in Financial Planning is provided.
- Why this job: Gain valuable experience in a respected firm with genuine career progression opportunities.
- Qualifications: 2+ years in financial planning; strong communication skills and attention to detail required.
The predicted salary is between 28000 - 42000 £ per year.
We are working with a highly successful and well-established boutique Independent Financial Planning practice with a strong reputation for providing high-quality, personalised financial advice.
The business has built an excellent reputation through its client-focused approach, long-term relationships and commitment to providing genuinely tailored financial planning. With a close-knit and personable team, this is a great business to work for where people are valued, supported and have the opportunity to make a real contribution.
The firm is now looking to recruit an additional IFA Administrator to join the team and provide support to the Directors and Senior Financial Planner.
The Role
This is a varied position offering the opportunity to become an important part of a successful financial planning practice. You will provide comprehensive administrative support whilst also developing strong relationships with clients, providers and professional contacts.
Key responsibilities will include:
- Providing comprehensive administrative support to the Directors and Senior Financial Planner
- Preparing client documentation, meeting packs, reports and financial planning paperwork
- Liaising directly with clients by telephone, email and in writing
- Processing new business and ongoing client servicing requirements
- Liaising with pension, investment, platform and insurance providers
- Supporting Advisers with compliance documentation and general administration
- Ensuring client records and documentation are accurate and up to date
- Helping to ensure clients receive a professional and consistently high level of service
About You
We are looking for someone with previous experience within an IFA, Financial Planning or wider Financial Services environment, ideally with experience supporting Financial Advisers or Financial Planners.
You will be organised, accurate and proactive, with excellent communication skills and a genuine focus on delivering a high level of client service. You should be comfortable dealing directly with clients and professional contacts and enjoy working as part of a close-knit team.
The Opportunity
This is an excellent opportunity to join a successful and established independent financial planning business where you can genuinely become an important part of the team.
Due to the boutique nature of the practice, you will work closely with the Directors and Financial Planners, have regular client contact and play a key role in the smooth running of the business. You will be joining a professional but friendly environment where your contribution will be recognised and where there is genuine opportunity to develop your career alongside the continued success of the business.
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IFA Administrator - Hybrid working in Exeter 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 Administrator - Hybrid working in Exeter
✨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 Administrator - Hybrid working in Exeter
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.
