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For Companies At a Glance
- Tasks: Support Financial Advisers, manage client records, and assist with compliance.
- Company: Join a respected wealth management firm known for its ethical culture and career development.
- Benefits: Enjoy hybrid working, full study support, and clear progression paths.
- Why this job: This role offers mentorship, training, and a caring team focused on your growth.
- Qualifications: 1-2 years in financial services, degree-educated, and strong communication skills required.
- Other info: Perfect for ambitious individuals looking to develop into a Paraplanner role.
The predicted salary is between 30000 - 37000 £ per year.
We’re recruiting on behalf of a highly respected and ethical wealth management firm that is known for championing its people and creating long-term careers – not just jobs. Due to ongoing growth, they are looking for a Financial Administrator to join their supportive team. This role is perfect for someone with 1–2 years’ experience in financial services or wealth management who is ambitious, professional, and keen to train into a paraplanner role.
The Company: We’ve worked with this client for many years and placed numerous professionals into their team. They offer a truly supportive, moral, and people-first culture – you’ll be mentored, trained, and fully supported through qualifications as you progress.
The Role:
- Administrative support for two Financial Advisers and their paraplanners
- Processing new business and maintaining client records
- Drafting correspondence and simple reports
- Liaising with clients and providers
- Supporting compliance and implementation of advice
- Participating in process improvement projects and internal development
Requirements:
- 12–24 months’ experience in financial planning, wealth management, or financial services admin
- Degree-educated with strong communication and organisation skills
- Ambitious and eager to develop into a Paraplanner
- Knowledge of FCA regulations is beneficial
Benefits:
- Hybrid working model (2–3 days in the office)
- Full study support for industry qualifications
- Internal training and clear progression paths
- A genuinely caring team that values personal and professional growth
Apply now to Laura McKendry at lauram@inancialdivisions.co.uk if you’re looking for a career move, not just your next role. We’d love to hear from talented individuals ready to thrive in a nurturing, professional environment.
Financial Administrator employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Familiarise yourself with the wealth management industry and current trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to make connections that could lead to valuable insights and recommendations.
✨Tip Number 3
Prepare to discuss your previous experience in financial administration or related roles. Be ready to share specific examples of how you've supported teams, managed client records, or contributed to process improvements.
✨Tip Number 4
Show your eagerness to learn and grow within the company. Research the qualifications and skills needed for a paraplanner role and express your commitment to pursuing these as part of your career development during the interview.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services or wealth management. Emphasise any administrative roles you've held and showcase your organisational skills, as these are crucial for the Financial Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that reflects your ambition and eagerness to develop into a Paraplanner role. Mention why you are drawn to this particular company and how their supportive culture aligns with your career goals.
Highlight Relevant Skills: In your application, clearly outline your communication skills and any knowledge of FCA regulations. These are important for the role and will demonstrate your suitability to the hiring team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which is essential in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your 1-2 years of experience in financial services or wealth management. Be prepared to discuss specific tasks you've handled, such as administrative support or client interactions, to demonstrate your suitability for the role.
✨Understand the Company Culture
Research the company's values and culture, especially their commitment to supporting employees' growth. Mention how you align with their people-first approach and your eagerness to develop into a paraplanner role.
✨Prepare for Technical Questions
Brush up on your knowledge of FCA regulations and any relevant financial planning concepts. Being able to discuss these topics confidently will show your preparedness and understanding of the industry.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, team dynamics, and opportunities for professional development. This not only shows your interest but also helps you gauge if the company is the right fit for you.
