At a Glance
- Tasks: Support financial planners and ensure smooth day-to-day operations.
- Company: Join a respected wealth management firm with a modern approach.
- Benefits: Enjoy competitive salary, generous holiday, and great perks.
- Other info: Flexible part-time hours with opportunities for professional growth.
- Why this job: Make an immediate impact in a dynamic and supportive environment.
- Qualifications: Experience in IFA administration and strong organisational skills required.
The predicted salary is between 30000 - 34000 £ per year.
Salary: Circa £30,000-£34,000 (pro rata for the hours worked)
Are you the highly experienced financial planning administrator we are looking for? We are hiring and we want the best for this role! This is an office-based role working at our lovely, modern office with air-conditioning, free on-site parking and shops nearby. 2-3 days a week, please speak to us - we can be flexible.
The role
This is a key position within the business, supporting the Financial Planner and helping keep everything running smoothly day-to-day. You'll be involved in:
- Managing new business submissions through to completion
- Preparing client meeting packs and follow-up documentation
- Liaising with clients, providers and third parties
- Maintaining accurate client records and back-office systems
- Managing diaries, appointments and workflow
- Supporting the wider administration of the business
You'll play a central role in ensuring clients receive a seamless, professional service at all times.
What we're looking for
- Experience within IFA / Wealth Management administration is essential
- Highly organised with strong attention to detail
- Confident communicating with clients and providers
- Able to manage workload and prioritise effectively
- Professional, reliable and proactive
Our benefits
- Life cover, critical illness, PHI, company pension
- 31 days holiday including bank holidays
- Discretionary bonus
- Free staff on-site parking
About Ashleigh Court
Established in 1997, Ashleigh Court is a well-respected, independent wealth management firm built on long-term relationships and high-quality advice. We have a great business that combines experience with a forward-thinking approach — investing in modern systems, maintaining high standards, and creating an environment where both clients and staff are genuinely looked after.
Apply now
We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments, let us know.
IFA Administrator in Coventry employer: Recruitment Rebellion
At de Lisle Financial Planning, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters professional growth and development. Our Gloucestershire practice provides a unique opportunity for aspiring financial planners to gain hands-on experience while pursuing a fully funded Diploma, ensuring a rewarding career path with dedicated mentoring and a focus on building meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Coventry
✨Dive into Financial Communities
Join financial forums and local networking events where professionals in financial controlling hang out. Places like the Association of Chartered Certified Accountants (ACCA) or local finance meetups can connect us with insiders who know about part-time opportunities, like the one at Recruitment Rebellion.
✨Leverage Campus Resources
If we’re still studying or recently graduated, let’s not forget to use our university’s career services. They often have leads on part-time roles in financial controlling, particularly with companies looking for students to fill these positions, making it a win-win!
✨Demonstrate Your Skills Publicly
Share your insights on financial topics through blogs or LinkedIn posts. Showcasing our expertise in areas like budgeting, forecasting, or variance analysis can attract the attention of potential employers, including Recruitment Rebellion. Plus, it sets us apart from other candidates.
✨Check Out Freelance Platforms
Even for a part-time gig, consider platforms like Upwork or Freelancer. They often have short-term projects in financial controlling, and landing one can help us build our portfolio. Keep an eye on roles that could lead to more permanent positions at places like Recruitment Rebellion.
We think you need these skills to ace IFA Administrator in Coventry
Some tips for your application 🫡
Show Off Your Financial Acumen:For a role in financial controlling, we really want to see your analytical skills shine through. Make sure your CV highlights any coursework or experience with financial analysis, budgeting, and forecasting. If you've worked on any projects that involved financial modelling, definitely mention those!
Quantified Achievements Are Key:In financial roles, numbers speak volumes. When detailing your experience, use quantifiable achievements whenever possible. For example, if you helped reduce costs or improved a process, include the percentage or amount saved. This will make your application really pop!
Tailor Your Cover Letter to Part-Time Availability:Since this is a part-time position, it's super important to specify your availability in your cover letter. We want to know when you can work and how you plan to balance this role with other commitments. Highlight your motivation for joining Recruitment Rebellion and why this flexibility fits your lifestyle.
Highlight Relevant Qualifications:If you have any certifications related to finance or accounting (like ACCA or CIMA), make sure they're front and centre in your application. Even if you're studying towards a qualification, mention that too! It shows your commitment to the field and continuous improvement.
How to prepare for a job interview at Recruitment Rebellion
✨Get comfy with numbers!
Since you're diving into financial controlling, be ready to crunch some numbers during the interview. Brush up on key financial concepts and be prepared for technical questions about budgeting, forecasting, and variance analysis. Practicing some numerical problems will really help us shine!
✨Show off your analytical skills
For a part-time role in financial controlling, you'll likely face scenario-based questions. Prepare to discuss how you would analyse company performance or tackle cash flow issues. We want to demonstrate our problem-solving approach and critical thinking—making a sense of data is key!
✨Bring your portfolio of wins
Even if it’s part-time, showcasing our past experience can set us apart. Gather examples of projects where you implemented financial controls or helped improve reporting processes. Concrete achievements give us an edge, showing that we can deliver real value to Recruitment Rebellion.
✨Know the part-time game
With part-time roles, employers want to see that we can effectively manage our time. Be ready to discuss our availability and how we plan to balance work and other commitments. We should convey our motivation and readiness to contribute without compromising quality!
