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For Companies At a Glance
- Tasks: Support advisers with admin tasks, client meetings, and documentation.
- Company: Join a respected Chartered IFA firm with a loyal client base.
- Benefits: Enjoy a competitive salary, flexible working, and an excellent benefits package.
- Why this job: Be part of a collaborative, ethical team focused on quality service and client relationships.
- Qualifications: Experience as an IFA Administrator is essential; familiarity with Intelligent Office is a plus.
- Other info: Opportunity for career development in a supportive, non-target-driven environment.
The predicted salary is between 28000 - 36000 £ per year.
A highly respected Chartered IFA firm based near Kingston is seeking a Senior IFA Administrator to support its growing team of advisers. With a strong reputation in the local area and a loyal client base, the firm offers comprehensive, whole-of-market advice across pensions, investments, tax planning, IHT, protection, and more niche areas such as VCT and EIS. They also provide legal services including wills, trusts, and powers of attorney.
About the Firm:
- Chartered and fully independent
- Client base of 500+, typically with £500k-£10m in investable assets
- Clients include families, retirees, and business owners across Surrey
- Significant referral and recommendation network
- Deeply involved in the local community and local charities
The Role:
You will work closely with the Chartered Advisers, providing dedicated administrative support to ensure a seamless client experience. This includes pre- and post-meeting preparation, attending occasional client meetings, and handling ongoing client servicing tasks. The firm’s high standards mean attention to detail and strong organisational skills are essential.
Key Responsibilities:
- End-to-end administrative support for advisers
- Prepare reports and documentation for client meetings
- Attend client meetings when required and follow up on actions
- Maintain accurate client records and manage ongoing servicing
- Liaise with providers, clients, and internal team members
- Use of Intelligent Office (experience with IO is a strong advantage)
What’s on Offer:
- Salary: £35,000 - £45,000 depending on experience
- Attractive benefits package
- Office-based role with some flexibility to work from home occasionally
- A supportive, non-target-driven environment focused on quality
- Opportunity to work closely with Chartered professionals and develop your career
If you’re an experienced IFA Administrator looking for a long-term opportunity in a professional and ethical firm, this role offers an ideal next step.
Senior IFA Administrator, Surrey (near Esher/Kingston), £35,000 - £45,000 (DOE), Excellent Benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator, Surrey (near Esher/Kingston), £35,000 - £45,000 (DOE), Excellent Benefits
✨Tip Number 1
Research the firm thoroughly before your interview. Understand their values, client base, and the services they offer. This will help you demonstrate your genuine interest in the role and align your answers with their ethos.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your attention to detail and organisational skills. Given the firm's emphasis on high standards, being able to illustrate these qualities will set you apart.
✨Tip Number 4
Familiarise yourself with Intelligent Office (IO) if you haven't already. Highlighting any relevant experience with this software during your discussions can give you an edge, as it's mentioned as a strong advantage for the role.
We think you need these skills to ace Senior IFA Administrator, Surrey (near Esher/Kingston), £35,000 - £45,000 (DOE), Excellent Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration, particularly any roles where you've supported advisers or worked with client records. Emphasise your attention to detail and organisational skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's values and how your experience aligns with their focus on quality service and long-term relationships. Mention specific examples of your past work that demonstrate your ability to provide excellent administrative support.
Highlight Relevant Skills: In your application, be sure to mention any experience you have with Intelligent Office or similar software. Also, include skills such as report preparation, client servicing, and your ability to manage multiple tasks efficiently.
Show Enthusiasm for the Role: Express your genuine interest in the position and the firm. Mention why you want to work in a non-target-driven environment and how you value the opportunity to support Chartered professionals in delivering high-quality advice.
How to prepare for a job interview at Financial Divisions
✨Understand the Firm's Values
Before your interview, take some time to research the firm's values and culture. Since they prioritise quality service and long-term relationships over sales targets, be prepared to discuss how your own values align with theirs.
✨Showcase Your Organisational Skills
As a Senior IFA Administrator, attention to detail and strong organisational skills are crucial. Be ready to provide examples from your past experiences that demonstrate your ability to manage multiple tasks efficiently and accurately.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, make sure to highlight it during the interview. If not, consider doing a bit of research on the software to show your willingness to learn and adapt to their systems.
✨Prepare for Client Interaction Scenarios
Since the role involves attending client meetings and following up on actions, think of scenarios where you've successfully managed client interactions. Be ready to discuss how you handle client queries and ensure a seamless experience.
