At a Glance
- Tasks: Support Financial Advisers and ensure smooth operations in a dynamic financial planning firm.
- Company: A growing and supportive financial planning firm in St Helens.
- Benefits: Competitive salary, 25 days holiday plus birthday off, and a company pension scheme.
- Other info: Enjoy free car parking and a professional environment focused on integrity.
- Why this job: Kickstart your career in finance with clear progression and a supportive team.
- Qualifications: Experience in financial services administration and strong IT skills required.
Location: St Helens
Salary: £28,000 - £30,000 + company bonus
Hours: Monday to Friday, 9:00am - 5:00pm
25 days holiday + birthday off + bank holidays
The Opportunity
We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.
The Role
As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.
Key responsibilities include:
- Providing administrative support to Financial Advisers and Paraplanners
- Managing adviser diaries and arranging client meetings
- Preparing client documentation and reports
- Liaising with pension providers and life companies to gather information
- Handling and responding to general client enquiries
About You
- Previous experience within an IFA or financial services administration role
- Strong IT skills, including experience with spreadsheets and databases
- Excellent organisational and planning abilities
- A methodical and detail-focused approach
- High levels of integrity and professionalism
What's in It for You?
- 25 days holiday + birthday off + bank holidays
- Free car parking
- Death in service benefit
- Company pension scheme
- Clear, supported career progression within financial planning
If you are interested in applying then submit your CV by applying online or email.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
IFA Administrator in St Helens employer: Search
Search is an exceptional employer that values innovation and growth, offering a dynamic work culture where employees can thrive in their careers. With hybrid working options in vibrant cities like Edinburgh and London, we provide our team with the flexibility to balance work and life while enjoying competitive salaries, comprehensive benefits, and opportunities for professional development in the travel industry.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in St Helens
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in St Helens
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
