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For Companies At a Glance
- Tasks: Provide exceptional administrative support to clients in financial planning.
- Company: Established wealth management firm known for integrity and personal service.
- Benefits: Flexible part-time hours, competitive salary, and remote work options.
- Other info: Join a growing team with a focus on trust and transparency.
- Why this job: Make a real impact by supporting long-term client relationships without sales pressure.
- Qualifications: Experience in financial planning and strong customer service skills.
The predicted salary is between 35000 - 45000 £ per year.
Part Time IFA Administrator. Financial Planning. Circa 20 hpw (4/5 days). £35-45K FTE*. Remote.
Part-time Administrator / Paraplanner / Financial Adviser in a Financial Advice Business looking to bring your financial planning expertise to a flexible role where you can make a real impact. This is a fantastic opportunity to join a long-established and growing wealth management business that prides itself on personal service, integrity, and long-term client relationships.
Our Client
Our client is an established financial advisory firm offering tailored, holistic and independent advice. They provide an outstanding level of client care that is built on trust, transparency and genuine relationships. This role offers the chance to work with long term clients without the requirement to sell or bring in new clients. Ideal for someone who takes pride in strong levels of service and advice.
The Role
As IFA Administrator, you'll deliver exceptional administrative service to the existing client base.
IFA Administrator employer: Ten2Two
Contact Detail:
Ten2Two Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their commitment to client care and integrity. Be ready to share how your experience aligns with their mission and how you can contribute to their long-term client relationships.
✨Tip Number 3
Showcase your skills! When you get the chance to chat with potential employers, highlight your administrative expertise and any relevant financial planning knowledge. Make it clear that you take pride in delivering exceptional service to clients.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles like the IFA Administrator position. Plus, it shows you're serious about joining a company that values personal service and integrity.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the IFA Administrator role. Highlight your financial planning expertise and any previous administrative roles you've had, as this will show us you're a great fit for our team.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our client-focused approach. Be genuine and let your personality come through!
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you take pride in your work and care about the details, which is exactly what we value.
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. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Ten2Two
✨Know Your Financial Stuff
Brush up on your financial planning knowledge and be ready to discuss specific concepts relevant to the role. Familiarise yourself with the firm's approach to client care and how they build long-term relationships, as this will show your genuine interest in their values.
✨Showcase Your Administrative Skills
Prepare examples of how you've excelled in administrative roles before. Highlight your organisational skills and attention to detail, as these are crucial for an IFA Administrator. Think of specific situations where you improved processes or enhanced client service.
✨Emphasise Your Client-Centric Approach
Since the role focuses on delivering exceptional service to existing clients, be ready to share experiences that demonstrate your commitment to client satisfaction. Discuss how you’ve built trust and maintained strong relationships in previous positions.
✨Ask Thoughtful Questions
Prepare insightful questions about the company’s culture, their approach to financial advice, and how they support their staff. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.