At a Glance
- Tasks: Provide top-notch admin support to Financial Advisers and manage client portfolios.
- Company: Reputable Financial Planning firm in North Leeds with a supportive culture.
- Benefits: Competitive salary, professional growth, and a collaborative work environment.
- Other info: Opportunity for career advancement in a well-respected firm.
- Why this job: Join a dynamic team and elevate your career in financial services.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 27900 - 34100 £ per year.
NJR Recruitment are delighted to be working with a well-established and highly regarded Financial Planning firm in North Leeds, who are looking to appoint an experienced Senior IFA Administrator to join their growing team. This is an excellent opportunity for an experienced Financial Services Administrator who is looking to take the next step in their career within a professional and supportive environment. You will work closely with Financial Advisers and Paraplanners, taking ownership of a varied portfolio of administration and supporting the smooth running of the end-to-end advice process.
The Role
- Providing comprehensive administrative support to Financial Advisers and Paraplanners
- Handling complex client queries and providing a high level of service
- Preparing documentation for client reviews
- Obtaining and analysing portfolio valuations
- Processing new business across pensions, investments and protection
- Processing financial transactions accurately and efficiently
- Managing the end-to-end new business process
- Maintaining accurate and up-to-date client records
- Liaising with product providers and working across provider platforms
Senior IFA Administrator in Leeds employer: NJR Recruitment
Join a dynamic and growing eCommerce business that values creativity and innovation in the sports retail sector. With a remote working model complemented by bi-weekly team meetings in North Manchester, you'll enjoy a flexible work environment while contributing to exciting projects that drive market expansion. The company fosters a collaborative culture with ample opportunities for professional growth, making it an ideal place for motivated individuals looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator in Leeds
✨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. 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 Senior IFA Administrator in Leeds
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.
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'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
✨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.
✨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 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 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.
