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- Tasks: Support Financial Advisors with technical administration and manage client funds.
- Company: Established financial planning firm in Bradford-on-Avon with a growth mindset.
- Benefits: Negotiable salary, company perks, and flexible working options.
- Why this job: Join a passionate team and contribute to the growth of a successful firm.
- Qualifications: Experience in IFA administration and a keen eye for detail.
- Other info: Opportunity to work in a dynamic environment with career advancement potential.
The predicted salary is between 36000 - 60000 £ per year.
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit a Platform Administrator as part of their growth journey.
As a Platform Administrator you will be a key part of this IFA firm's back office team. You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisors' instructions. It is important you have excellent product knowledge and are able to smoothly step into this role. The business regularly advises on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking passionate, highly detail-oriented individuals.
Platform Administrators Requirements- You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role.
- You should have the desire to be part of a growing team and take an active role in delivering growth for the business.
- Salary negotiable depending on experience and qualifications.
- Plus company benefits.
- Mainly office based role with potential for 1-2 days from home.
- Fantastic opportunity to play a key role within a well-established, growing team.
Bradford-on-Avon
Platform / Technical IFA Administrator in Swindon employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Platform / Technical IFA Administrator in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at firms like this one. A personal recommendation can really give you an edge.
✨Tip Number 2
Prepare for the interview by brushing up on your product knowledge and understanding the specific needs of HNW & UHNW clients. Show them you’re not just another candidate, but someone who truly gets their business.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. We recommend checking out our website for tailored job listings that suit your skills as a Platform Administrator.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. It’s a small gesture that can make a big difference.
We think you need these skills to ace Platform / Technical IFA Administrator in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Platform Administrator role. Highlight your experience in supporting Financial Advisors and any relevant product knowledge. We want to see how you can smoothly step into this position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for the role and the financial planning industry. Let us know why you’re excited about being part of our growing team in Bradford-on-Avon.
Showcase Your Attention to Detail: As a detail-oriented individual, make sure to showcase this in your application. Whether it's through your CV format or the way you present your experiences, we want to see that you can manage the technical administration with precision.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Products Inside Out
Make sure you brush up on your knowledge of financial products and services. Since this role involves managing money for high-net-worth clients, being able to discuss various investment options confidently will impress the interviewers.
✨Show Your Team Spirit
This firm is looking for someone who can contribute to a growing team. Be prepared to share examples of how you've worked collaboratively in the past and how you can help drive growth within the company.
✨Prepare for Technical Questions
Expect questions that test your technical skills and understanding of the IFA landscape. Review common scenarios you might face as a Platform Administrator and think about how you would handle them.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's growth plans or how they support their administrators in their roles. This shows your genuine interest in the position and the company.
