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For Companies At a Glance
- Tasks: Support Financial Advisers and Paraplanners in delivering top-notch client services.
- Company: Established financial firm in Reading with a supportive team environment.
- Benefits: Up to £34,000 salary, 25 days leave, annual bonus, and study support.
- Why this job: Kickstart your career in finance and gain valuable qualifications while making an impact.
- Qualifications: Interest in finance and willingness to learn; previous admin experience is a plus.
- Other info: Flexible hours and excellent career progression opportunities await you.
The predicted salary is between 28000 - 34000 £ per year.
Location: Reading
Salary: £28,000 - £34,000 DOE
Duration: Permanent, Full time, office based initially
Benefits:
- 25 days annual leave
- Bank holidays
- Annual bonus
- Study support
- Income protection
- DIS
- Enhanced pension
The Role
We are working with a business in Reading who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.
What’s on offer?
- Salary up to £34,000
- 25 days annual leave
- Bank holidays
- Discretionary annual bonus
- 37.5 hour working week with flexible start times
- Study support and sponsorship through financial planning exams
- Comprehensive insurance benefits
- Enhanced pension
IFA Administrator employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD 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 current IFA Administrators or professionals in the financial services sector. Use LinkedIn to connect and ask for informational chats – you never know where a conversation might lead!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investments, pensions, and mortgages. Familiarise yourself with common questions and practice your responses. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects that highlight your administrative prowess and attention to detail. This will help you stand out as a candidate who’s ready to support the team effectively.
✨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 engage directly with us.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience you have with investments, pensions, or administrative support. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how you can contribute to our team. Keep it concise but engaging – we love a bit of personality!
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 that you take pride in your work, which is exactly what we’re after!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and mortgages. Familiarise yourself with the key terms and processes that an IFA Administrator deals with. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Team Spirit
Since you'll be working closely with Paraplanners and Financial Advisers, highlight any previous experience where you've collaborated effectively in a team. Share specific examples of how you contributed to team success, as this will demonstrate your ability to fit into their established team.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, the team dynamics, and the specific challenges they face in the role. This shows that you're not just interested in the job, but also in how you can contribute to their success and grow within the company.
✨Be Ready for Technical Scenarios
Expect some technical questions or scenarios related to financial planning. Brush up on your understanding of the Level 4 diploma content, as they might want to see how you approach problem-solving in real-life situations. Practising these scenarios can give you a leg up during the interview.
