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- Tasks: Manage client lifecycle and support the advice team in a dynamic environment.
- Company: Established financial planning firm with a collaborative culture in Godalming.
- Benefits: Competitive salary, free parking, private medical insurance, and 25 days holiday.
- Why this job: Kickstart your career in financial services with excellent training and development opportunities.
- Qualifications: 1 year of experience in financial services administration and strong organisational skills.
- Other info: Enjoy occasional remote work and a supportive team atmosphere.
The predicted salary is between 27000 - 37000 £ per year.
A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role is fully office based (with the occasional remote day), offering excellent training, exam support, and genuine career development opportunities.
As an Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.
Benefits- Salary up to £35,000
- Free parking
- Private Medical Insurance (Bupa)
- Life Assurance (3x salary)
- Aegon pension (5% employer contribution, option to invest in company CIP)
- 25 days holiday with holiday purchase scheme (buy/sell up to 5 days)
- Full exam support
- Enhanced maternity/paternity pay
- Office-based role with supportive team culture
- Occasional day of work from home if needed
To be considered for this IFA Admin position:
- At least 1 year’s experience in financial services administration
- Knowledge of Intelligent Office (IO) is advantageous
- Strong administrative and organisational skills with excellent attention to detail
- Ability to manage workload effectively and prioritise client requests
- Eagerness to continue personal and professional development
Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will be in touch to discuss the role in detail before your CV is submitted to the client.
Locations
Ifa Administrator in Godalming, Surrey employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator in Godalming, Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and values, so you can show how you’d fit right into their Client Support team. We want to see that you’re genuinely interested in the role!
✨Tip Number 3
Practice common interview questions related to administration and client support. Think about your past experiences and how they relate to the skills needed for this IFA Admin position. Confidence is key, so rehearse your answers until you feel ready to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so take advantage of our resources and get that dream job!
We think you need these skills to ace Ifa Administrator in Godalming, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services admin experience and any relevant knowledge of Intelligent Office (IO) to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the IFA Administrator role and how your background makes you a perfect fit for our team. Keep it professional but let your personality show!
Showcase Your Organisational Skills: Since the role requires strong administrative and organisational skills, consider including examples of how you've effectively managed workloads or prioritised tasks in previous roles. We love seeing real-life applications of your skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands quickly. Plus, it shows us you’re keen on joining our supportive team culture!
How to prepare for a job interview at Eden Rose
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and the role of an IFA Administrator. Understand key terms and processes, as this will help you answer questions confidently and show your enthusiasm for the industry.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office (IO), be ready to discuss it. If not, do a bit of research to understand its functionalities. Mentioning how you can quickly adapt to new software will impress the interviewers.
✨Showcase Your Organisational Skills
Prepare examples that demonstrate your strong administrative and organisational skills. Think of situations where you effectively managed workloads or prioritised tasks, as these are crucial for the role.
✨Express Your Eagerness for Development
The firm values personal and professional growth, so be sure to express your eagerness to learn and develop. Share any relevant courses or training you've undertaken, and ask about their support for further development during the interview.
