At a Glance
- Tasks: Support clients with financial administration and basic paraplanning in a dynamic environment.
- Company: Boutique wealth planning business with a strong reputation in Epsom.
- Benefits: Competitive salary, equity stake, and opportunities for career advancement.
- Other info: Join a supportive team with excellent growth potential in the finance sector.
- Why this job: Work closely with the Managing Director and make a real impact on client relationships.
- Qualifications: 2 years of experience in financial administration and knowledge of Intelligent Office preferred.
The predicted salary is between 30000 - 40000 £ per year.
My client is a boutique wealth planning business with offices in Epsom (Surrey) who have been operating for many years with a team of established advisers and support staff. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners, retirees, and accumulators from the creative industries. Many of their clients fall into the HNW category with over £1m of assets to invest.
This business has a team of 2 established advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. A vacancy has come available for a Financial Administrator who can work very closely with the MD and his 120 clients who have £300k - £2.5m of invested assets.
You will be doing end-to-end administration and basic paraplanning and being the main point of contact for the clients. You will be involved in client servicing, onboarding new business, annual reviews, and all other areas of the business.
You will ideally have knowledge of Intelligent Office and Voyant cashflow modelling.
Contact Peter Fozard at Financial Divisions.
Senior IFA Administrator in Epsom employer: Financial Divisions
Join a boutique wealth planning business in Epsom, where you will thrive in a supportive and collaborative environment. With a focus on employee growth, you will have the opportunity to work closely with the Managing Director and gain valuable experience that can lead to paraplanning roles. Enjoy competitive salaries, equity stakes, and a culture that values your contributions while serving high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator in Epsom
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about opportunities at boutique firms. A personal recommendation can go a long way in landing that Senior IFA Administrator role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of Intelligent Office and Voyant cashflow modelling. Show us you’re not just a fit on paper but also ready to hit the ground running with the tools they use.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your commitment. Plus, it’s a great way to get noticed by the hiring team.
We think you need these skills to ace Senior IFA Administrator in Epsom
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your relevant experience, especially any work with high-net-worth clients or in a boutique setting. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your familiarity with Intelligent Office and Voyant cashflow modelling if you have it!
Showcase Your Client Servicing Skills:Since this role involves a lot of client interaction, make sure to highlight your client servicing experience. We love candidates who can demonstrate their ability to build strong relationships and provide excellent support to clients.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of Intelligent Office and Voyant cashflow modelling. Being able to discuss these tools confidently will show that you're ready to hit the ground running in this role.
✨Showcase Your Experience
With 2 years of experience required, be prepared to share specific examples from your past roles. Highlight how you've successfully managed client relationships and handled end-to-end administration tasks.
✨Understand the Business
Research the boutique wealth planning business and its clientele. Knowing about their focus on high-net-worth individuals and the types of services they provide will help you tailor your answers and demonstrate your genuine interest.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the team dynamics, the MD's management style, or how they measure success in the role. This shows that you're engaged and serious about the opportunity.
