At a Glance
- Tasks: Provide top-notch admin support to Financial Advisers and clients in wealth management.
- Company: Established wealth management firm in Ipswich with a supportive team culture.
- Benefits: Competitive salary, career development opportunities, and a collaborative work environment.
- Other info: Opportunity for professional growth and further qualifications in a supportive setting.
- Why this job: Join a dynamic team and build a long-term career in financial planning.
- Qualifications: Around 3 years' experience in financial services and strong organisational skills.
The predicted salary is between 25650 - 31350 £ per year.
Are you an experienced Financial Services Administrator, IFA Administrator or Wealth Management Administrator looking for your next career opportunity? An established and growing wealth management business with offices in Ipswich is looking for a proactive, organised and detail-focused Financial Administrator to join its team. This is an excellent opportunity for someone with around 3 years' financial services experience who enjoys supporting Advisers and clients and wants to build a long-term career within wealth management and financial planning.
The Role
Working as part of a collaborative team, you will provide high-quality administrative support to Financial Advisers and their clients throughout the advice process. Your responsibilities will include:
- Completing file reviews and ensuring documentation is accurate and complete
- Preparing information and documentation ahead of adviser and client meetings
- Completing post-meeting administration
- Maintaining and updating the CRM system
- Processing valuations and calculating financial totals
- Accurately inputting and maintaining client information
- Chasing outstanding information from clients and providers
- Supporting Advisers with the day-to-day management of their client banks
- Following established processes and procedures
- Providing wider administrative support to the Financial Planning team
What We're Looking For
We're looking for someone who is organised, proactive and detail-focused, with a genuine interest in developing their career within financial services. Ideally, you will have:
- Around 3 years' experience within financial services, IFA administration or wealth management
- A Foundation-level financial services qualification
- Level 3 qualification would be advantageous, but is not essential
- Excellent organisational and time-management skills
- Strong attention to detail
- Good technical ability for your level of experience
- A confident telephone manner
- Excellent written communication and grammar
- The confidence to chase clients and providers for outstanding information
- The ability to prioritise and manage multiple tasks
- A proactive approach and willingness to take ownership
- The ability to work accurately within established processes
Career Development
This role would suit someone who is ambitious and wants to build a long-term career within financial planning and wealth management. The business is looking for someone with drive, a positive attitude and a willingness to undertake further professional qualifications. Level 3 is desirable, but candidates who can demonstrate strong relevant experience, commitment and the ability to learn will also be considered.
The Team
You will join an established and supportive Financial Planning team, working closely with Financial Advisers and other Financial Administrators. The business places a strong emphasis on teamwork, collaboration and supporting colleagues, creating an environment where people can develop their skills and take on additional responsibility as they progress.
The Details
- Position: Financial Administrator
- Location: Ipswich, Suffolk
- Experience: Circa 3 years preferred
- Qualification: Level 3 advantageous but not essential
- Salary: Competitive, dependent on experience
- Sector: Wealth Management / Financial Planning
If you're an organised and motivated Financial Services Administrator looking for your next step, this could be an excellent opportunity to join an established wealth management business and develop your career. For a confidential conversation and further details, please get in touch with Sam at Financial Divisions.
Financial Administrator- Wealth Management, Ipswich | Wealth Management | Career Development employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator- Wealth Management, Ipswich | Wealth Management | Career Development
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Administrator- Wealth Management, Ipswich | Wealth Management | Career Development
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 Financial Divisions Careers.
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 Financial Divisions Careers'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 Financial Divisions Careers
✨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 Financial Divisions Careers.
✨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 Financial Divisions Careers 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 Financial Divisions Careers 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.
