At a Glance
- Tasks: Provide high-quality admin support in financial planning and wealth management.
- Company: Growing independent financial planning firm in Rayleigh with a supportive team.
- Benefits: Salary up to £35,000, study support, and fully funded professional exams.
- Other info: Collaborative environment with genuine long-term career progression opportunities.
- Why this job: Join a friendly team and develop your career towards becoming a Paraplanner.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 35000 £ per year.
Are you an experienced Financial Services Administrator or IFA Administrator looking for your next career move? My client is a growing independent financial planning firm based in Rayleigh, and they are looking for an experienced Financial Services Administrator to join their friendly and supportive team. This is an excellent opportunity for someone with solid experience within an IFA, financial planning or wealth management environment who is now looking to take the next step towards a career in paraplanning.
You'll be joining an established team where your existing knowledge and experience will be valued. You'll be trusted to manage your own workload, take ownership of cases and ensure work is completed accurately and efficiently, while developing your technical knowledge and working closely with experienced advisers and paraplanners.
The Role
Working closely with advisers and paraplanners, you'll provide high-quality administration across a range of financial planning and wealth management cases. Accuracy, organisation and attention to detail are essential, along with the ability to manage multiple cases and ensure they progress within required timescales.
Key Responsibilities
- Providing administration support to advisers and paraplanners across the full financial planning process
- Issuing, chasing and summarising Letters of Authority (LOAs)
- Liaising with providers regarding LOAs and new business submissions
- Processing new business accurately across multiple platforms
- Placing trades, running reports and producing illustrations
- Maintaining accurate client records and updating back-office systems
- Monitoring cases and ensuring they progress within required timescales
- Liaising with providers and other relevant parties to resolve queries and obtain outstanding information
- Supporting advisers and paraplanners with day-to-day client administration
- Ensuring work is completed accurately and in line with regulatory and compliance requirements
- Contributing to the wider team's processes and workflows
What We're Looking For
You'll be required to have previous experience in a Financial Services Administrator or IFA Administrator role and be comfortable working within an independent financial advice, financial planning or wealth management environment.
You'll need:
- Strong knowledge of financial services administration and new business processes
- Excellent attention to detail and a high level of accuracy
- Strong organisational and time management skills
- The ability to manage your own workload and take ownership of cases
- Excellent written and verbal communication skills
- A professional and proactive approach
- Confidence liaising with providers, advisers and other professional contacts
- A genuine interest in developing your career within financial planning
- An ambition to progress towards a Paraplanner position in the future
Experience dealing with providers such as Aviva, 7IM, Quilter, Royal London or Prudential would also be beneficial.
What's on Offer?
- £30,000 - £35,000 salary, depending on experience
- Monday to Friday, 9am - 5pm
- Fully funded professional paraplanning exams
- Study support and exam fees covered
- Fully funded parking season ticket
- Supportive and collaborative working environment
- Genuine long-term career progression
- The opportunity to work closely with experienced advisers and paraplanners
- A clear pathway towards developing into a Paraplanner role
Financial Services Administrator / IFA Administrator in Rayleigh employer: One to One personnel Limited
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Contact Details:
One to One personnel Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator / IFA Administrator in Rayleigh
✨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 One to One personnel Limited. 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 Financial Services Administrator / IFA Administrator in Rayleigh
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 One to One personnel Limited.
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 One to One personnel Limited'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 One to One personnel Limited
✨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 One to One personnel Limited.
✨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 One to One personnel Limited 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 One to One personnel Limited 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.
