At a Glance
- Tasks: Support Financial Advisors and manage client requirements in a dynamic team.
- Company: Large independent firm of Chartered Financial Planners in Chester.
- Benefits: Up to £32,000 salary, 9% pension, 25 days holiday, and private medical insurance.
- Other info: Opportunity for career growth and involvement in Trainee Paraplanner tasks.
- Why this job: Gain exposure to High Net Worth Clients and develop your financial planning career.
- Qualifications: Level 4 Dip Qualified or Part Qualified with knowledge in Personal Financial Planning and Tax.
The predicted salary is between 28800 - 35200 £ per year.
Location: Chester
Salary up to £32,000 + EXCELLENT BENEFITS & EXAM SUPPORT
FREE ON-SITE PARKING
BENEFITS:
- 9% Pension Scheme
- 25 Days Holidays + stats + Birthday Off
- Private Medical Insurance
- 4 x Life Assurance
- Group Income Protection
Our Client, a large and independent firm of Chartered Financial Planners, is now looking to recruit into their growing team in Chester. They are looking for someone who has already started a career within Financial Planning, and ideally who is now looking for the next step in their career that will offer exposure to working with High Net Worth Clients.
The successful Candidate will provide direct support to some key Advisors and will form part of a dynamic and growing team. Reporting into the Financial Planning Regional Operations Manager, this will be an integral role with high exposure to Senior Wealth Planners and providing them with high quality financial planning support.
This role would be the gap in the middle with the added technical knowledge on the side as someone that the team and Advisors could come to for help with basic tax queries and research. Therefore, those applying will have a basic understanding of Tax (Inheritance Tax) and be able to calculate basic Tax calculations.
Duties will generally consist of:
- Taking ownership of specific client requirements and follow through to completion
- Processing new business applications
- Managing the client review process
- Supporting the Financial Advisors with their diary management and booking appointments
- Client and Provider liaison
Additionally, in this role, the successful candidate will also have exposure to some Trainee Paraplanner tasks which will involve:
- Preparing suitability reports
- Updating existing or creating new financial planning cash-flow reports
- Producing, when required, tax and other calculations
- Conducting comprehensive financial research on products using approved research tools
Candidates applying for this role will be working as a Senior Administrator or a Trainee Paraplanner and should demonstrate knowledge, interest, and experience in Personal Financial Planning, Tax, and the construction of Cash Flow Planning, research, and preparing suitability reports. You will be Level 4 Dip Qualified or at least Part Qualified, with real technical knowledge.
IFA Administrator in Chester employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Chester
✨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 NJR Recruitment Careers. 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 in Chester
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 NJR Recruitment Careers.
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 NJR Recruitment Careers'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 NJR Recruitment Careers
✨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 NJR Recruitment Careers.
✨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 NJR Recruitment Careers 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 NJR Recruitment Careers 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.
