Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support wealth managers with admin tasks, product research, and client documents.
- Company: Join a growing Independent Wealth Management Advisory firm in Sheffield.
- Benefits: Enjoy hybrid work, 25 holidays, study support, and a company pension.
- Why this job: Great career path in finance with opportunities for growth and learning.
- Qualifications: Experience in IFA/wealth management and strong communication skills required.
- Other info: Ideal for ambitious team players looking for long-term development.
The predicted salary is between 28800 - 43200 £ per year.
We are delighted to be representing an expanding Independent Wealth Management Advisory firm based in Sheffield who, due to their ever increasing growth, are now looking to recruit an experienced Financial Planning Administrator to join their team. This is an excellent opportunity that offers a long term career path within the Financial Services industry through to paraplanning and beyond to advising for those that want it. What’s in it for you? Hybrid working 25 holidays + BH Study Support Available Excellent Promotion and Development Opportunities Company Pension Working as part of a highly professional team which provide high quality support to the Wealth Planners, this role will include: Providing high-quality administrative support to a team of wealth managers across a range of pensions, investments and other financial products Conducting product research Writing basic suitability reports Prepare and Issue client review documents. Processing of new and existing business Liaising with product providers to ascertain any policy information which may be required for your research General office admin tasks What do we need from you? Previous experience working within and IFA/wealth Management environment is essential Must have excellent client communication skills Ideally working towards industry qualification but this is not essential Familiarity with Provider Platforms. FE is also preferred, although not essential Excellent writing skills Our client is looking for a highly ambitious individual, who enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player who is looking for a long term role where they can continue to learn and develop. For more information please contact one of our specialist consultants quoting REF: NJR15335 #fin JBRP1_UKTJ
NJR Recruitment | IFA Administrator employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land NJR Recruitment | IFA Administrator
✨Tip Number 1
Familiarize yourself with the specific financial products and services offered by the firm. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management industry, especially those who work in IFA environments. Engaging with them can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your previous experience in detail, particularly how it relates to providing administrative support in a financial context. Highlight any specific achievements or challenges you've overcome.
✨Tip Number 4
Showcase your communication skills during the interview process. Be ready to provide examples of how you've effectively communicated with clients or team members in past roles.
We think you need these skills to ace NJR Recruitment | IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in an IFA or wealth management environment. Emphasize any relevant skills, particularly in client communication and administrative support.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your ambition to grow within the financial services industry and how you can contribute to the team.
Highlight Relevant Skills: In your application, specifically mention your writing skills and any familiarity with provider platforms. If you're working towards industry qualifications, be sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for this role.
How to prepare for a job interview at NJR Recruitment
✨Showcase Your Experience
Make sure to highlight your previous experience in an IFA or wealth management environment. Be prepared to discuss specific examples of how you've provided administrative support and contributed to a team's success.
✨Demonstrate Communication Skills
Since excellent client communication skills are essential, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so be ready to simplify them for better understanding.
✨Familiarize Yourself with Financial Products
Brush up on your knowledge of pensions, investments, and other financial products. Being able to discuss these topics confidently will show that you're well-prepared and knowledgeable about the industry.
✨Express Your Ambition
The company is looking for a highly ambitious individual. Share your career goals and how you see this role as a stepping stone towards achieving them. This will demonstrate your commitment to long-term growth within the financial services industry.
