Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as a Financial Administrator, handling client servicing and back-office support.
- Company: Work with a boutique Chartered IFA firm known for exceptional client satisfaction.
- Benefits: Enjoy a competitive salary of GBP35k plus bonuses and ongoing professional development.
- Why this job: Be part of a supportive team focused on growth and client success in wealth management.
- Qualifications: 1-2 years of wealth management admin experience preferred; team fit is key.
- Other info: Full training provided to help you thrive in this new role.
The predicted salary is between 28000 - 42000 £ per year.
- Financial Administrator (wealth management)
- Offices near Horsham/West Grinstead (Sussex)
- Boutique IFA with 400 private clients
- GBP35k basic salary plus discretionary bonuses
My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to GBP1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years.
The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system.
The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running.
If this role sounds of interest or any other roles I am working on please get in touch.
#J-18808-Ljbffr
Financial Administrator - boutique Chartered IFA firm - GBP35k plus employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator - boutique Chartered IFA firm - GBP35k plus
✨Tip Number 1
Familiarise yourself with the specific tools and platforms mentioned in the job description, especially Xplan. Having a solid understanding of how to navigate and utilise this software will give you an edge during the interview process.
✨Tip Number 2
Research the boutique IFA firm’s history and client base. Understanding their approach to wealth management and their long-standing relationships with clients will help you demonstrate your alignment with their values and customer satisfaction focus.
✨Tip Number 3
Prepare to discuss your previous experience in wealth management administration. Be ready to share specific examples of how you've successfully handled client servicing, processed new business, or supported advisers in past roles.
✨Tip Number 4
Show enthusiasm for ongoing professional development. Since the firm supports CPD and industry exams, expressing your commitment to continuous learning and growth can make you a more attractive candidate.
We think you need these skills to ace Financial Administrator - boutique Chartered IFA firm - GBP35k plus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management administration. Focus on your skills in client servicing, processing new business, and any familiarity with tools like Xplan.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your understanding of the boutique firm's values. Mention how your experience aligns with their focus on exceptional customer satisfaction.
Highlight Relevant Experience: In your application, emphasise any previous roles where you supported back-office functions or dealt with high-net-worth clients. Specific examples will help demonstrate your capability for this position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in a financial administrator role.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Terminology
Make sure you're familiar with key financial terms and concepts relevant to wealth management. This will not only help you answer questions confidently but also demonstrate your understanding of the industry.
✨Showcase Your Administrative Skills
Prepare examples of your previous administrative experience, particularly in a financial context. Highlight your ability to manage multiple tasks, attention to detail, and proficiency with tools like Xplan, as these are crucial for the role.
✨Emphasise Team Fit
Since team fit is crucial for this role, be ready to discuss how you work within a team. Share experiences where you've collaborated effectively and contributed to a positive team environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, client base, and growth opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
