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- Tasks: Manage client services and back-office tasks from start to finish.
- Company: Join a supportive company that values staff wellbeing and team spirit.
- Benefits: Enjoy a salary up to £34k, study support, and flexible work options.
- Why this job: Great opportunity for growth into paraplanning or leadership roles with a fun team culture.
- Qualifications: 1 year of experience required; Intelligent Office experience is a plus.
- Other info: Work in the office initially, then enjoy 2 days of remote work weekly.
The predicted salary is between 28000 - 34000 £ per year.
Financial Administrator – Chartered IFA Offices in West End – Central London £28k – £34k basic salary + full study support package 3 days in the office then 2 days WFH after training 1 year of experience needed My client is a Chartered boutique wealth planning business with offices across in the West End (Central London) who have been operating for many years with significant financial backing. I have met the Directors and placed close to 20 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients.A vacancy has come available for a Financial Administrator with 1 year of experience who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager who will provide you all the necessary training. Experience using Intelligent Office is highly advantageous for the role.You will b…
Financial Administrator - 1 year of experience needed - Up to £34k with benefits package employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator - 1 year of experience needed - Up to £34k with benefits package
✨Tip Number 1
Make sure to familiarize yourself with Intelligent Office, as it's highly advantageous for this role. Consider taking online tutorials or reaching out to current users to gain insights on how to navigate the software effectively.
✨Tip Number 2
Highlight your experience in client services and back-office administration during your conversations. Be ready to discuss specific examples of how you've successfully managed these tasks in the past.
✨Tip Number 3
Show your enthusiasm for team dynamics and company culture. Since the employer values staff wellbeing and team rapport, be prepared to share how you contribute to a positive work environment.
✨Tip Number 4
If you're pursuing your level 4 diploma, mention this during your discussions. It demonstrates your commitment to professional development and aligns with the company's support for further studies.
We think you need these skills to ace Financial Administrator - 1 year of experience needed - Up to £34k with benefits package
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Administrator. Emphasize any specific skills related to client services and back-office administration, and mention your familiarity with Intelligent Office if applicable.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your previous experience aligns with the responsibilities of the position and express your interest in the study support package offered.
Highlight Your Qualifications: If you are currently pursuing or have completed any qualifications towards your level 4 diploma, be sure to mention this in your application. This shows your commitment to professional development and aligns with the company's support for studies.
Showcase Teamwork and Wellbeing Focus: Since the company values staff wellbeing and team rapport, include examples in your application that demonstrate your ability to work well in a team and contribute to a positive workplace culture.
How to prepare for a job interview at Financial Divisions
✨Show Your Financial Knowledge
Make sure to brush up on your financial terminology and concepts. Being able to discuss your understanding of financial administration will demonstrate your readiness for the role.
✨Highlight Relevant Experience
Since the position requires at least one year of experience, be prepared to discuss specific examples from your past roles that showcase your skills in client services and back-office administration.
✨Familiarize Yourself with Intelligent Office
If you have experience using Intelligent Office, be ready to talk about it. If not, do some research to understand its functionalities, as this could set you apart from other candidates.
✨Emphasize Teamwork and Wellbeing
Given the company's focus on staff wellbeing and team rapport, share examples of how you've contributed to a positive team environment in previous roles. This will align with their values and show you're a good fit.
