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- Tasks: Support a Director in managing clients and assist with paraplanning tasks like report writing.
- Company: Join one of Norfolk's largest Financial Planning firms, known for its expertise and client service.
- Benefits: Enjoy opportunities for professional growth and a supportive work environment.
- Why this job: Gain valuable experience in financial services while working closely with an experienced Financial Planner.
- Qualifications: Must have recent IFA practice experience; PA skills are a plus.
- Other info: This role offers a chance to progress into advice if desired, but it's not mandatory.
The predicted salary is between 28800 - 43200 £ per year.
Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out paraplanning duties previously but this would be advantageous); as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner. Main purpose of the role This role is to support one of the company’s Directors, a qualified and experienced Financial Planner with a wealth of experience and knowledge as well as a large number of clients to service, this role will be to assist them in servicing their clients in the most efficient and professional way. This vacancy has arisen due to internal progression and whilst you will be supported should you wish to progress into advice, this is not a prerequisite of the role should you be happy in a more administrative position. Key Experience – You must have relevant industry experience; therefore, you would need to currently or have very recently worked in an IFA practice in a similar role. – PA experience may be advantageous e.g. organising tr…
PA and Financial Services Administrator employer: Service Service Employment Agency Limited
Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PA and Financial Services Administrator
✨Tip Number 1
Make sure to highlight your experience in an IFA practice setting during your conversations. This is crucial as the role requires familiarity with the financial services environment.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in Norfolk. Personal connections can often lead to job opportunities that aren't advertised.
✨Tip Number 3
Familiarize yourself with paraplanning duties, even if you haven't performed them before. Showing a willingness to learn and adapt can set you apart from other candidates.
✨Tip Number 4
Research the company and its Directors thoroughly. Understanding their approach to financial planning will help you tailor your discussions and demonstrate your genuine interest in the role.
We think you need these skills to ace PA and Financial Services Administrator
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in an IFA practice setting. Detail your previous roles and responsibilities that align with the requirements of the Personal Assistant and Financial Services Administrator position.
Showcase Administrative Skills: Clearly outline your administrative skills, such as organization, communication, and multitasking. Provide examples of how you've successfully supported senior staff or managed client interactions in the past.
Mention Paraplanning Exposure: If you have any exposure to paraplanning duties, even if minimal, mention it. Highlight any relevant tasks like report writing or research that demonstrate your capability to assist a Financial Planner.
Tailor Your Cover Letter: Craft a personalized cover letter that addresses the specific needs of the company. Express your enthusiasm for the role and how your background makes you a great fit for supporting the Director and servicing clients efficiently.
How to prepare for a job interview at Service Service Employment Agency Limited
✨Showcase Your IFA Experience
Make sure to highlight your experience working in an IFA practice. Be prepared to discuss specific tasks you handled and how they relate to the role of a Personal Assistant and Financial Services Administrator.
✨Demonstrate Organizational Skills
Since the role involves supporting a Director, emphasize your organizational skills. Share examples of how you've successfully managed schedules, coordinated meetings, or handled multiple tasks efficiently.
✨Familiarize Yourself with Paraplanning
Even if you haven't done paraplanning before, showing a willingness to learn about report writing and research can set you apart. Mention any relevant coursework or self-study you've undertaken in this area.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask about the company culture, the team you'll be working with, and the expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
