At a Glance
- Tasks: Support Independent Financial Advisers by managing client files and ensuring compliance.
- Company: Join a dynamic financial services firm with a focus on teamwork.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Flexible work environment with potential for career advancement.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 2 years of experience in financial administration and strong attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
Our client is looking for a Financial Administrator to assist Independent Financial Advisers in their practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. This position allows hybrid working, from their office based in Kingston upon Thames.
Key Responsibilities
- Maintain client file and ensure all correspondence is scanned and filed accurately
- Check all required compliance paperwork is present
- Discuss client objectives with planner
- Any other adhoc file management task
- Complete application/proposals forms are completed before sending to provider
- Ensure all compliance paperwork required for application is in order and certified before sending to provider
- Where possible, liaise with the provider to resolve any issues regarding new business applications to ensure quick resolution of any problems which might arise
- Keep a record of new business application and status of applications
- Make changes to clients’ investments, agreed between the Financial Planner and client
- Prepare client valuations, available cash reports and fund comparisons reports for analysis by Financial Planner
- Obtain valuations from providers for client reviews
- Attend client review meetings with Financial Planner, if required, to build a connection with clients and support financial planner during the meeting
Essential
- Minimum of 2 years’ experience in a financial administration role
- Able to work within defined business processes and achieve agreed outcomes without supervision
- Ability to multi-task, prioritise and plan own workload without direct supervision
- Good eye for detail and accuracy
- Excellent inter-personal skills, both written and verbal
- Good IT, administration and office skills
- Ability to work independently or as part of a team
Desirable
- Knowledge of financial services products and planning solutions and Intelligent office
Contact Details:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Richmond
✨Tap into Campus Networks
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We think you need these skills to ace IFA Administrator in Richmond
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 ARTEMIS RECRUITMENT CONSULTANTS LIMITED.
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 ARTEMIS RECRUITMENT CONSULTANTS LIMITED'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 ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨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 ARTEMIS RECRUITMENT CONSULTANTS LIMITED.
✨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 ARTEMIS RECRUITMENT CONSULTANTS LIMITED 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 ARTEMIS RECRUITMENT CONSULTANTS LIMITED 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.
