At a Glance
- Tasks: Support financial advisers and manage client documentation in a dynamic role.
- Company: Growing wealth management firm with a supportive team culture.
- Benefits: Competitive salary, long-term progression opportunities, and employee benefits package.
- Other info: Perfect for those looking to grow their career in finance.
- Why this job: Join a collaborative environment and gain exposure to diverse financial planning work.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Experienced Financial Services Administrator
Location: Leicester
Salary: Competitive DOE
I am currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester. This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process.
The Role
- Supporting advisers with client servicing and financial planning administration
- Managing client documentation and maintaining accurate CRM records
- Liaising with providers to obtain policy and investment information
- Processing letters of authority and supporting business submissions
- Preparing annual review documentation and portfolio valuations
- Assisting with fund research and financial planning reports
- Supporting client meeting preparation and follow-up administration
- Managing shared inboxes, incoming calls, and general office coordination
What They’re Looking For
- Previous experience within a financial services administration role
- Strong understanding of financial planning processes and documentation
- Excellent organisational skills and attention to detail
- Confident communication skills when dealing with clients, advisers, and providers
- Ability to manage multiple tasks and work efficiently in a busy environment
- Experience using CRM systems and Microsoft Office
- Exposure to financial planning tools and research systems would be beneficial
What’s on Offer
- Competitive salary depending on experience
- Supportive and collaborative working environment
- Long-term progression opportunities within a growing business
- Strong team culture and employee benefits package
- Exposure to a broad range of financial planning work
If this could be of interest, please apply or get in touch for a confidential discussion.
IFA Admin/ Trainee Paraplanner. Job in Braunstone LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic wealth management firm in Leicester that prioritises employee growth and offers a supportive, collaborative work culture. With competitive salaries and a strong team ethos, this role as an IFA Admin/Trainee Paraplanner provides ample opportunities for professional development while engaging in a diverse range of financial planning tasks.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Admin/ Trainee Paraplanner. Job in Braunstone LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in IFA or wealth management. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning processes. We recommend practising common interview questions and scenarios you might face in this role. Confidence is key, so know your stuff!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks efficiently. This will demonstrate your ability to thrive in a busy environment, just like the one at the firm.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Admin/ Trainee Paraplanner. Job in Braunstone LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services and any relevant tasks you've handled, like client servicing or managing documentation.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the IFA Admin/Trainee Paraplanner role. Mention your passion for financial planning and how you can support advisers and clients effectively.
Show Off Your Organisational Skills:Since this role requires excellent organisational skills, give examples of how you've managed multiple tasks in previous jobs. Whether it's handling shared inboxes or preparing documentation, let us know how you keep everything on track!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning processes and documentation. Familiarise yourself with common terms and practices in the wealth management sector, as this will help you speak confidently during the interview.
✨Show Off Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. This will demonstrate your ability to thrive in a busy environment.
✨Practice Your Communication
As you'll be liaising with clients, advisers, and providers, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend to refine your communication style and ensure you come across as approachable and professional.
✨Get Familiar with CRM Systems
If you have experience with CRM systems, be ready to discuss it. If not, do a bit of research on popular systems used in financial services. Showing that you're proactive about learning can really impress the interviewers.
