At a Glance
- Tasks: Manage IFA administration and case actions while supporting clients and advisers.
- Company: TFAS Wealth Limited, a supportive and ambitious practice.
- Benefits: Flexible hybrid work, career development towards paraplanning, and a high-standing firm environment.
- Other info: Opportunity for clear progression in a respected industry.
- Why this job: Join a dynamic team and grow your career in financial planning.
- Qualifications: Experience in IFA administration and strong client relationship skills.
The predicted salary is between 29700 - 36300 £ per year.
TFAS Wealth Limited is seeking a Senior IFA Administrator to manage end-to-end IFA administration and own case actions in a supportive, ambitious practice.
You’ll handle pension and investment applications, Letters of Authority and provider information while maintaining strong client relationships and timely updates to advisers.
The role offers flexible hybrid work and clear development toward paraplanning within a high‑standing firm.
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Senior IFA Admin & Paraplanning Pathway (Hybrid) in Leeds employer: TFAS Wealth Limited
TFAS Wealth Limited is an excellent employer that prioritises employee growth and development, offering a clear pathway towards paraplanning in a supportive and ambitious environment. With flexible hybrid working arrangements and a strong focus on maintaining client relationships, employees can thrive while contributing to a high-standing firm that values their contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Admin & Paraplanning Pathway (Hybrid) in Leeds
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like TFAS Wealth Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from TFAS Wealth Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like TFAS Wealth Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior IFA Admin & Paraplanning Pathway (Hybrid) in Leeds
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in TFAS Wealth Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show TFAS Wealth Limited how you can be a team player!
How to prepare for a job interview at TFAS Wealth Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with TFAS Wealth Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with TFAS Wealth Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
