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- Tasks: Support high net worth clients with admin tasks like processing applications and managing investments.
- Company: Join a leading firm of Independent Financial Advisers in a supportive, established team.
- Benefits: Enjoy a competitive salary, 27 days holiday, flexible hours, and free parking.
- Why this job: Be part of a dynamic team that values professionalism and offers growth opportunities.
- Qualifications: 12 months experience in wealth management and strong Excel skills required.
- Other info: Close for Christmas and provide death in service cover.
The predicted salary is between 22000 - 28000 £ per year.
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What's in it for you?
- Excellent basic salary
- 27 Days Holiday + Bank Holidays
- Close for Christmas
- Death in Service Cover
- Free Parking
- Flexible Hours
The successful candidate will be responsible for providing full admin support to the high net worth clients and duties will include:
- Processing new business applications
- Placing investment trades
- Obtaining bespoke valuations and illustrations
- Liaising with clients, providers and other 3rd parties
- Dealing with Letters of Authority
- Building model portfolios
- Extensive use of Excel spreadsheets
What do we need from you?
- 12 months experience in wealth management
- Good knowledge across pensions, investments, trusts and tax planning
- Strong Excel knowledge including pivot tables and formulas
- Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR15749.
Junior IFA Administrator employer: NJR Recruitment Ltd
Contact Detail:
NJR Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products and services that the firm offers. Understanding their approach to wealth management will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Brush up on your Excel skills, especially pivot tables and formulas. You might be asked to demonstrate your proficiency, so being able to showcase your abilities can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services industry, particularly those who work in wealth management. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss your previous experience in wealth management in detail. Be ready to share specific examples of how you've supported high net worth clients and contributed to a team environment.
We think you need these skills to ace Junior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in wealth management, particularly any roles where you've supported high net worth clients. Emphasise your knowledge of pensions, investments, trusts, and tax planning.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the Junior IFA Administrator role. Mention specific skills like your Excel proficiency and how you can contribute to the team’s success.
Highlight Relevant Experience: In your application, clearly outline your 12 months of experience in wealth management. Provide examples of tasks you've handled that align with the job description, such as processing applications or liaising with clients.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at NJR Recruitment Ltd
✨Showcase Your Experience
Make sure to highlight your 12 months of experience in wealth management during the interview. Be prepared to discuss specific examples of how you've processed new business applications or liaised with clients, as this will demonstrate your capability and understanding of the role.
✨Excel Skills Are Key
Since strong Excel knowledge is crucial for this position, brush up on your skills before the interview. Be ready to discuss your experience with pivot tables and formulas, and consider bringing a portfolio of your work that showcases your proficiency in using Excel for financial tasks.
✨Understand the Company Culture
Research the firm’s values and culture to show that you’re a good fit for their team. Being a good general team player is essential, so think of examples where you’ve successfully collaborated with others in previous roles.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client relationships or how they support professional development. It shows your interest in the role and helps you assess if the company aligns with your career goals.
