At a Glance
- Tasks: Support Financial Planners by preparing client financial plans and reports.
- Company: Join a leading independent financial advisory firm in Yorkshire.
- Benefits: Competitive salary, bonus, pension contribution, and private medical insurance.
- Other info: Great career progression opportunities and free onsite parking.
- Why this job: Make a real impact while working in a dynamic and supportive environment.
- Qualifications: Experience in a similar role and knowledge of financial products required.
The predicted salary is between 28000 - 37000 € per year.
NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities will include:
- Diary Management
- Liaising with clients, providers and 3rd parties
- Processing new business
- Creating meeting packs
- Drafting and sending letters
- Obtaining valuations and illustrations
- General office admin
What's in it for you?
- Salary range: up to £37k depending on experience
- Discretionary bonus
- 8% employer pension contribution
- 25 days holiday + Bank Holidays
- Private medical insurance
- Death in service cover
- Excellent progression and development
- Free onsite parking
What do we need from you?
- Previous experience doing a similar role, preferably within an Independent Financial Services environment.
- Experience working with intelligent office is essential
- Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions
- Those working towards the CII Level 4 Diploma would be of most interest
- Solid communication and articulation skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
IFA Administrator in Wetherby employer: NJR Recruitment Ltd
Join one of Yorkshire's premier independent financial advisory firms, where you will thrive in a supportive and dynamic work environment. With a competitive salary, generous benefits including an 8% pension contribution, and ample opportunities for professional development, this role in Wetherby offers a unique chance to grow your career while working with niche clients and delivering high-quality financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Wetherby
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their needs, especially your knowledge of financial products and your admin skills. Confidence is key, so practice makes perfect!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that excite you! Use our website to find roles that match your skills and aspirations. A targeted approach will make your application stand out more than a generic one.
✨Tip Number 4
Follow up after interviews! A quick thank-you email reiterating your interest in the role can leave a lasting impression. It shows you're keen and professional, which is exactly what they’re looking for in an IFA Administrator.
We think you need these skills to ace IFA Administrator in Wetherby
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services and any relevant skills, like diary management and client communication. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with intelligent office and your knowledge of financial products. Let us know what excites you about working with us!
Showcase Your Skills:In your application, don’t forget to showcase your solid communication and organisational skills. We’re looking for someone who can manage multiple tasks efficiently, so give us examples of how you've done this in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at NJR Recruitment Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like GIAs, Bonds, ISAs, and SIPP Pensions. Being able to discuss these confidently will show that you're not just familiar with the role but also passionate about the industry.
✨Demonstrate Your Admin Skills
Since the role involves a lot of diary management and general office admin, be prepared to share examples of how you've successfully managed similar tasks in the past. Highlight any tools or software you've used, especially if you've worked with Intelligent Office.
✨Showcase Your Communication Skills
Strong communication is key in this role. Think of specific instances where you've effectively liaised with clients or third parties. Practise articulating your thoughts clearly and concisely, as this will reflect your professionalism.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows that you're genuinely interested in the position and want to ensure it's the right fit for you too.
