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- Tasks: Support financial planners and ensure smooth daily operations in a dynamic office environment.
- Company: Join Ashleigh Court, a respected wealth management firm with a modern approach.
- Benefits: Enjoy life cover, generous holiday, pension scheme, and free on-site parking.
- Other info: Flexible working options available; we value inclusivity and support for all applicants.
- Why this job: Make an immediate impact in a key role while helping clients receive top-notch service.
- Qualifications: Experience in IFA/Wealth Management administration and strong organisational skills required.
The predicted salary is between 30000 - 34000 £ per year.
Salary: Circa £30,000-£34,000
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-conditioned, free on-site parking and shops nearby. If you are unable to get into us 5 days a week, please speak to us and we'll see if 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.
Senior IFA Administrator in Coventry employer: Recruitment Rebellion
Contact Detail:
Recruitment Rebellion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings at places like Ashleigh Court.
✨Tip Number 2
Prepare for those interviews! Research common questions for Senior IFA Administrator roles and practice your responses. We want you to feel confident and ready to showcase your experience and skills when you get that call.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed workloads and prioritised tasks effectively. This will demonstrate that you can hit the ground running in a busy environment like Ashleigh Court.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the team at Ashleigh Court. Let's make it happen!
We think you need these skills to ace Senior IFA Administrator in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in financial planning administration and any relevant skills that match what we're looking for. We want to see how you can make an impact straight away!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team at Ashleigh Court. Be sure to mention your organisational skills and attention to detail, as these are key for this role.
Showcase Your Communication Skills: Since you'll be liaising with clients and providers, it's important to demonstrate your communication skills in your application. Use clear and professional language, and maybe even share a brief example of how you've effectively communicated in past roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it shows you're keen on joining our lovely team!
How to prepare for a job interview at Recruitment Rebellion
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and IFA administration. Familiarise yourself with the key responsibilities mentioned in the job description, like managing new business submissions and preparing client meeting packs. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Organisation Skills
Since the role requires strong organisational skills, prepare examples from your past experience where you've successfully managed workloads or prioritised tasks. Be ready to discuss how you keep everything running smoothly, as this is crucial for supporting the Financial Planner effectively.
✨Communicate Confidently
Practice your communication skills before the interview. You’ll need to liaise with clients, providers, and third parties, so be prepared to demonstrate your ability to communicate clearly and professionally. Think of scenarios where you’ve had to handle client queries or collaborate with others.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This could be about the company culture, the team you'll be working with, or how success is measured in this role. It shows that you’re genuinely interested in the position and want to ensure it’s the right fit for both you and the company.