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- Tasks: Support a Chartered Adviser with client management and administrative tasks.
- Company: Join a boutique Chartered IFA firm known for its community engagement and loyal client base.
- Benefits: Enjoy a competitive salary, bonuses, and an attractive benefits package.
- Why this job: Be part of a supportive team that values relationships over targets and makes a real impact.
- Qualifications: Experience in financial administration is preferred; a passion for finance is essential.
- Other info: Work in a vibrant office near Esher, with opportunities for personal growth.
The predicted salary is between 36000 - 54000 £ per year.
Senior IFA AdministratorBoutique Chartered IFA firm (Surrey)Up to £45k basic salary plus bonusesOffices near Esher/KingstonAttractive benefits package on offerMy client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k – £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral.The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary ad…
Senior Financial Administrator - Esher (Surrey) Up to £45k basic salary with benefits employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Administrator - Esher (Surrey) Up to £45k basic salary with benefits
✨Tip Number 1
Research the firm thoroughly before your interview. Understand their values, the services they offer, and their client base. This will help you tailor your responses and show that you're genuinely interested in becoming part of their team.
✨Tip Number 2
Network with current or former employees if possible. They can provide insights into the company culture and what the hiring managers are looking for in a candidate, which can give you an edge during the selection process.
✨Tip Number 3
Prepare specific examples from your past experience that demonstrate your skills in financial administration and client management. Be ready to discuss how you've successfully supported advisers or managed client relationships in previous roles.
✨Tip Number 4
Show your enthusiasm for the local community and the firm's engagement with it. Discuss any relevant community involvement or initiatives you've participated in, as this aligns with their ethos and can set you apart from other candidates.
We think you need these skills to ace Senior Financial Administrator - Esher (Surrey) Up to £45k basic salary with benefits
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Senior Financial Administrator position. Understand the key responsibilities and required skills, such as experience in financial administration and knowledge of investment products.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your previous roles in financial administration and any specific achievements that demonstrate your capability in this field.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention why you are interested in working for a boutique Chartered IFA firm and how your values align with their ethos of client relationships and community engagement.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Click To Hired
✨Understand the Company Culture
Before your interview, take some time to research the firm's values and culture. Since this is a boutique Chartered IFA firm, they likely prioritise personal relationships and community engagement. Showing that you align with their ethos can set you apart.
✨Demonstrate Your Financial Knowledge
Be prepared to discuss your understanding of various financial products and services, especially those mentioned in the job description like pensions, investments, and tax planning. This will show that you are knowledgeable and ready to contribute from day one.
✨Highlight Your Client Relationship Skills
Since the firm values long-standing relationships with clients, be ready to share examples of how you've successfully built and maintained client relationships in the past. This could include specific instances where your interpersonal skills made a difference.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the firm. Inquire about their approach to client management or how they maintain their community connections. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
