At a Glance
- Tasks: Support financial advisers in delivering top-notch client service and managing complex financial cases.
- Company: Join a prestigious Chartered Financial Planning firm with a focus on high-net-worth clients.
- Benefits: Enjoy a competitive salary, hybrid working, and support for professional qualifications.
- Other info: Great career progression opportunities and a dynamic work environment.
- Why this job: Gain valuable experience in wealth management and work with sophisticated financial planning strategies.
- Qualifications: Previous experience in financial planning or wealth management is essential.
The predicted salary is between 30000 - 40000 £ per year.
An excellent opportunity has arisen for an experienced Financial Planning Administrator / Wealth Management Administrator / IFA Administrator to join a highly regarded Chartered Financial Planning firm specialising in Inheritance Tax planning and retirement planning for high-net-worth clients. This role offers the chance to work within a specialist financial planning firm advising clients with estates typically between £2m and £10m, supporting advisers delivering sophisticated and bespoke planning strategies.
The role is hybrid based in London with significant remote working flexibility, making it ideal for someone looking for a Financial Planning Administrator or IFA Administrator role with flexible working.
The Role – Financial Planning Administrator
As a Financial Planning Administrator / Wealth Management Administrator, you will support advisers and planners to deliver a high standard of client service within a professional financial planning environment. Key responsibilities include:
- Processing new business across pensions, investments and protection
- Managing applications and provider correspondence with financial providers
- Coordinating communication between clients, advisers and providers
- Preparing documentation for client meetings and annual reviews
- Supporting complex cases including Inheritance Tax planning and retirement planning
- Completing provider paperwork including trust documentation and applications
- Maintaining accurate client records and compliance documentation
- Chasing providers to ensure cases progress smoothly
- Managing workflow and ensuring tasks are completed within deadlines
- Supporting advisers delivering Chartered level financial planning advice
Because the firm provides bespoke financial planning solutions, this role offers exposure to complex client work and high-net-worth financial planning cases.
Experience Required
To be considered you should have previous experience as a:
- Financial Planning Administrator
- Wealth Management Administrator
- IFA Administrator
- Financial Services Administrator
Candidates should have:
- Previous experience within wealth management or financial planning
- Experience working with financial providers and new business applications
- Strong organisational and workflow management skills
- Excellent communication skills with clients and providers
- Experience supporting advisers within a financial planning environment
- High attention to detail and ability to manage multiple cases
Experience with financial planning software, analytics tools or cashflow modelling systems would be advantageous.
Career Development
This firm actively supports professional development and will provide support for industry qualifications including PFS or STEP for candidates wishing to progress within financial planning. This role offers the opportunity to develop within a top-tier specialist financial planning firm working with high-net-worth clients and complex planning strategies.
Why Apply
- Hybrid role with significant remote working flexibility
- Opportunity to work with high-net-worth clients
- Exposure to Inheritance Tax and complex financial planning cases
- Join a specialist Chartered financial planning firm
- Support with PFS / STEP qualifications
- Excellent long-term career development
Finance Administrator employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Administrator
✨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. 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 Finance Administrator
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.
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'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
✨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.
✨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 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 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.
