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For Companies At a Glance
- 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, 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.
- Other info: Work in a supportive environment with opportunities for professional development.
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
Contact Detail:
Premier Jobs UK 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 industry, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a referral, which is gold when it comes to landing that IFA Administrator role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the company’s values and culture. They’re all about trust, transparency, and integrity, so think of examples from your past experiences that showcase these traits. Show them you’re not just a fit for the role, but for their team too!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows you’re genuinely interested in the position.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that IFA Administrator job!
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 reflects the skills and experience that match the IFA Administrator role. Highlight your previous experience in financial planning and any relevant qualifications to show us you're the right fit!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client service and how you align with our values of trust, transparency, and integrity. Let us know why you want to join our team!
Showcase Your Communication Skills: Since good written and verbal communication is key for this role, make sure your application is clear and concise. We want to see your ability to convey information effectively right from the start!
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 about the process!
How to prepare for a job interview at Premier Jobs UK
✨Know the Company Values
Before your interview, take some time to research the company's values of trust, transparency, and integrity. Be ready to discuss how your own values align with theirs, as they’re looking for someone who is motivated by delivering great service and being part of a values-driven team.
✨Showcase Your Communication Skills
As an IFA Administrator, you'll be the primary point of contact for clients. Practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated with clients or colleagues in the past, highlighting your written and verbal skills.
✨Demonstrate Technical Knowledge
Familiarise yourself with the tools and technologies used in financial planning, especially if you have experience with IO. Be prepared to discuss how you’ve used technology to improve efficiency in your previous roles, as this firm embraces tech to streamline processes.
✨Prepare for Team Dynamics
This role involves working closely with a Paraplanner and Financial Advisors, so think about how you can contribute to a positive team culture. Be ready to share examples of how you've collaborated with others in the past and how you can support your colleagues in achieving their goals.
