At a Glance
- Tasks: Support Wealth Managers and manage client inquiries while progressing towards your IFA qualification.
- Company: Established financial services firm focused on wealth management and client empowerment.
- Benefits: Competitive salary, hybrid working, generous holiday, and access to private medical insurance.
- Other info: Enjoy a dynamic work environment with excellent career growth opportunities and team events.
- Why this job: Join a supportive team and gain valuable experience while working towards becoming a fully qualified IFA.
- Qualifications: Minimum of two exams completed and a passion for financial planning.
The predicted salary is between 29000 - 33000 € per year.
Location: London
Basic Salary: Up to £33,000 basic + Fantastic opportunity to be a fully qualified IFA
Hours: Mon - Fri, 8.30am - 5.30pm
About our client and the role
Swarm Recruitment are pleased to be supporting a well-established financial services firm specialising in wealth management, financial education, and tailored advisory solutions. Their approach focuses on empowering clients through expert guidance, education, and personalised support, helping them make informed financial decisions and achieve long-term goals with confidence. They value collaboration, client-centred thinking, and continuous learning. Team members bring specialist expertise and share a commitment to making a meaningful impact, working in a supportive environment that fosters professional growth and strong, lasting relationships.
This is an exciting opportunity for someone with Financial Planning experience and an entrepreneurial spirit, with a minimum of 2 years experience and 2 exams completed, to progress through an internal academy program over 18-24 months (18 months minimum), to become a fully qualified IFA. You will be working alongside IFAs and their teams, supporting their day to day tasks all whilst working towards your qualification and the opportunity to remain within the business as an IFA.
Salary & Benefits
- £29,000 for candidates with 0-2 exams
- £31,000 for candidates with 3-5 exams
- £33,000 for candidates with all exams
- Clear pathway to become an IFA within 18 - 24 months (18 month minimum term)
- £80,000 - £100,000 OTE once qualified
- Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
- 21 days holiday + 3 extra days off between Christmas and New Year
- 12 half-days off for 'Family Friday', which happens on the last Friday of the month
- 4 half days for our quarterly practice meetings
- Half a day for our annual summer BBQ
- Half a day for our Christmas Party
- 1 additional day for each year of service (max 7 days)
- Competitive pension scheme
- Access to funded Private Medical Insurance
- Daily breakfast in the office
- Team and company-wide social events
- Charity event
Working Hours
Mon - Fri, 8.30am - 4.30pm (1hr for lunch)
Family Friday - half day on the last Friday of every month (6 extra days in total)
Office closure over Christmas
Hybrid Working - 4 days in office during training, 3 days thereafter (or more if desired)
Responsibilities
- Attend client meetings with Wealth Managers
- Manage action points from client meetings
- Carry Forward, Annual Allowance, Lifetime Allowance Calculations
- Investment analysis
- Preparation of detailed cash-flow modelling
- Respond to technical and administrative Client Inquiries
- Identify Opportunities and Referrals from Existing Clients
- Managing workflow through Salesforce and Business Trackers
Skills and experience
- Minimum of two exams completed
- SJP experience will be well regarded
- Strong organisational skills, resilience and a methodical approach
- Strong understanding of the Financial Planning industry
- Tenacious and driven
- Proficiency with automated solutions for tasks like text writing and chasing providers is beneficial.
- Confidence, eagerness to learn, entrepreneurial flair, and a natural talent for building relationships.
IFA Administrator/Trainee Financial Planner employer: Swarm Recruitment
Join a well-established financial services firm in London that prioritises collaboration, client-centred thinking, and continuous learning. With a clear pathway to becoming a fully qualified IFA within 18-24 months, employees benefit from a supportive work culture, competitive salary, and a range of perks including hybrid working, generous holiday allowances, and access to private medical insurance. This is an excellent opportunity for those looking to grow their careers in a meaningful and rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator/Trainee Financial Planner
✨Network Like a Pro
Get out there and connect with people in the financial services industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Ace the Interview
When you land that interview, prepare to showcase your knowledge of financial planning and your passion for helping clients. Practice common interview questions and think of examples from your experience that highlight your skills. Remember, it’s not just about what you know, but how you communicate it!
✨Show Your Enthusiasm
Employers love candidates who are genuinely excited about the role. Make sure to express your enthusiasm for becoming an IFA and your eagerness to learn and grow within the company. A positive attitude can set you apart from other candidates!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing the job! We’re always looking for passionate individuals ready to embark on their journey in financial planning. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace IFA Administrator/Trainee Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning experience and any relevant exams you've completed. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for financial planning and why you’re excited about this opportunity. Let us know how you can contribute to our client-centred approach.
Showcase Your Skills:Don’t forget to mention your organisational skills and methodical approach. We value resilience and a tenacious attitude, so share examples of how you've demonstrated these traits in your previous roles.
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 from our team!
How to prepare for a job interview at Swarm Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand key concepts like Carry Forward, Annual Allowance, and Lifetime Allowance calculations. Being able to discuss these topics confidently will show that you're serious about the role and have a solid foundation.
✨Show Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed tasks or projects. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your methodical approach.
✨Demonstrate Your Eagerness to Learn
This position is all about growth and learning, so be ready to express your enthusiasm for becoming a fully qualified IFA. Share any relevant courses or training you've undertaken and how they’ve prepared you for this opportunity. Show them you’re not just looking for a job, but a career!
✨Build Rapport with Interviewers
Since relationship-building is key in this industry, practice your interpersonal skills before the interview. Be friendly, engage with your interviewers, and ask insightful questions about their experiences. This will help you stand out as someone who can connect well with clients and colleagues alike.
