At a Glance
- Tasks: Process new business applications and support Financial Advisers in a collaborative team.
- Company: Respected financial planning firm in Cheshire East with a friendly culture.
- Benefits: Salary up to £33,000, hybrid working, flexible hours, and career progression.
- Other info: Genuine opportunities for career growth into Senior Administration or Paraplanning.
- Why this job: Join a growing firm and make a real impact in financial planning.
- Qualifications: Experience in IFA or financial planning, strong organisational skills, and attention to detail.
The predicted salary is between 33000 - 33000 £ per year.
Due to continued growth, we are recruiting an experienced IFA Administrator to join a well-established and highly respected financial planning firm based in Cheshire East. This is an excellent opportunity to become part of a friendly, collaborative team supporting a successful team of Financial Advisers. The role will primarily focus on new business processing, ensuring applications are submitted accurately and efficiently while delivering an outstanding experience for both clients and advisers. If you're looking for a business that genuinely invests in its people and offers long-term career progression, we'd love to hear from you.
The Role
- Processing and submitting new business applications across pensions, investments and protection using provider platforms.
- Preparing and checking documentation to ensure applications are completed accurately.
- Liaising with providers, platforms and third parties to progress cases.
- Managing applications from submission through to completion, keeping advisers and clients updated throughout.
- Processing fund switches, withdrawals, top-ups and other policy servicing requests.
- Maintaining accurate client records using the firm's back-office system.
- Providing pre- and post-meeting administrative support to Financial Advisers.
- Chasing outstanding information from providers and clients.
- Ensuring all work is completed in line with FCA regulations and internal procedures.
About You
- Previous experience within an IFA, Wealth Management or Financial Planning environment.
- Experience processing new business through provider platforms and online systems.
- A good understanding of pensions, investments and protection products.
- Excellent organisational skills and strong attention to detail.
- The ability to manage multiple cases and prioritise workloads effectively.
- Excellent communication and interpersonal skills.
- Experience using financial planning CRM/back-office systems.
- Desirable: Experience using Intelligent Office or similar systems.
- Progress towards the CII Diploma or other relevant industry qualifications.
What's on Offer?
- Salary up to £33,000, depending on experience.
- Hybrid working (1 day per week from home).
- Flexible start and finish times.
- 35-hour working week.
- Supportive and collaborative team environment.
- Genuine opportunities for career progression, including future development into Senior Administration or Paraplanning.
- The opportunity to join a growing, ambitious financial planning business with an excellent reputation.
If you're an experienced IFA Administrator looking for your next opportunity with a growing financial planning firm, we'd love to hear from you.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Cheshire
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Vernon Thomas Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Administrator in Cheshire
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Vernon Thomas Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Vernon Thomas Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Vernon Thomas Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Vernon Thomas Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Vernon Thomas Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Vernon Thomas Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
