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- Tasks: Support financial advisers with end-to-end administration and client management.
- Company: Reputable financial planning firms in Surrey with a strong track record.
- Benefits: Competitive salary, bonuses, flexible hours, and comprehensive health benefits.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration; knowledge of Intelligent Office is a plus.
- Other info: Enjoy 25+ days holiday, free parking, and excellent career growth opportunities.
The predicted salary is between 28000 - 42000 £ per year.
Job Description
!!! BRAND NEW VACANCIES FOR SURREY BASED IFA ADMINISTRATORS !!!
Three key clients of mine, all financial planning businesses based in Surrey are all recruiting. I have met all these clients on numerous occasions and placed several staff within their businesses.
IFA Financial Administrator – Guildford/Godalming Offices
- Supporting 3 Established Advisers
- £300m AUM business
- Whole of market financial advice firm
- £35,000 plus bonuses
- Conducting end to end administration
- Knowledge of Intelligent Office is advantageous
- 25 days holiday plus bank holidays
- Pension Scheme
- Death in Service Benefit
- Income Protection
- Flexi hours working arrangement is available
- Private Medical Cover
- Free parking
Financial Planning Administrator – Leatherhead Offices
- Chartered Financial Advice Firm
- Supporting Operations Manager and Paraplanners
- Working with 250 families
- £600k – £8m of invested assets per family
- Whole of market financial advice
- £34,000 basic salary plus benefits
- 25 days of holiday plus bank holidays
- Pension Scheme
- Critical illness cover
- Death in Service cover
- Income protection
- Free parking
Senior Financial Administrator – Esher/Kingston Offices
- Chartered IFA firm
- Working on a 1-2-1 basis with a Chartered Adviser
- Whole of market financial advice firm with 500 clients
- £250k – £10m of invested assets per client
- Up to £40,000 basic salary plus bonuses
- 23 days annual leave, rising with service
- Life Cover
- Income protection
- Health Insurance
- Free parking
If either of these are of interest, please do reach out for a confidential discussion.
Financial Administrator employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities at the firms you're interested in. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by researching the companies thoroughly. Understand their values, services, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of exciting roles waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight relevant experience and skills that match what we're looking for, like end-to-end administration and any knowledge of Intelligent Office.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with our clients' needs. Keep it concise but impactful!
Showcase Your Attention to Detail: In the financial world, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you take pride in your work!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Financial Administrator, you'll be dealing with figures all day. Brush up on your financial terminology and be ready to discuss your experience with managing assets and client portfolios. This shows you’re not just familiar with the role but also passionate about it.
✨Research the Company
Take some time to understand the specific financial planning businesses you're interviewing with. Knowing their values, services, and client base will help you tailor your answers and demonstrate that you’re genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing multiple advisers or dealing with client queries. Think of examples from your past experiences that highlight your problem-solving skills and ability to work under pressure.
✨Dress the Part
First impressions matter! Dress professionally to reflect the financial industry’s standards. A smart outfit not only boosts your confidence but also shows that you take the opportunity seriously and respect the company’s culture.