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- Tasks: Support Financial Advisors and Paraplanners while enhancing client relationships.
- Company: Join a growing, independent financial planning firm with a strong team culture.
- Benefits: Enjoy competitive salary, annual bonuses, and 25 days holiday plus bank holidays.
- Why this job: Be part of a values-driven team that prioritises client service and personal growth.
- Qualifications: Experience as an IFA Administrator with strong communication skills required.
- Other info: Flexible working options and regular team events to foster collaboration.
The predicted salary is between 28800 - 43200 £ per year.
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required.
As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1-2 Financial Advisors. As and when required, you will also help other colleagues within the business if there’s overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member.
The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role.
The Company
Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods.
IFA Administrator Requirements
- You must be an experienced IFA Administrator
- You must have good written and verbal communication skills
- Experience with IO would be advantageous
- Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth
- Access to own transport would be beneficial due to rural office location
IFA Administrator Benefits
- Competitive salary to be discussed at interview
- Annual discretionary bonus scheme
- Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays
- Office based role with up to 2 days from home
- Loyal team who enjoy working together and being valued for their input
- Regular team events and socials, including monthly breakfasts or lunches
Locations
High Wycombe
IFA Administrator in High Wycombe employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in High Wycombe
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know someone at the firm. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Since they focus on trust and integrity, think of examples from your past that showcase these traits. Show them you’re not just a fit for the role, but for their team too!
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll be the go-to person for clients. Role-play common client scenarios with a friend to boost your confidence and ensure you can handle any questions thrown your way.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace IFA Administrator in High Wycombe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial planning and any relevant skills that match the job description. 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 express your passion for client service and teamwork, and explain why you’re excited about joining our values-driven firm. Let us know what makes you the perfect fit!
Showcase Your Communication Skills: Since good written and verbal communication skills are key for this role, make sure your application reflects that. Keep your language clear and professional, but don’t be afraid to let your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the role of an IFA Administrator. Familiarise yourself with the company's values and how they align with your own. This will show that you're genuinely interested in the position and understand what it takes to succeed.
✨Showcase Your Communication Skills
Since you'll be a primary point of contact for clients, it's crucial to demonstrate your written and verbal communication skills during the interview. Practice articulating your thoughts clearly and confidently, and be ready to discuss how you've effectively communicated with clients in the past.
✨Emphasise Team Spirit
This firm values collaboration and a supportive team culture. Be prepared to share examples of how you've worked well in a team setting, helped colleagues, or contributed to a positive work environment. Highlighting your ability to support others will resonate well with their ethos.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!
