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- Tasks: Support financial advisers and paraplanners, handle client queries, and prepare valuations.
- Company: Join a dynamic, boutique Independent Chartered IFA Firm in Milton Keynes.
- Benefits: Enjoy excellent perks like private medical insurance, pension, and DIS.
- Why this job: Grow your career in a supportive culture where every voice matters.
- Qualifications: Must have 12 months of experience as a Financial Administrator in Wealth Management.
- Other info: Ideal for those with strong communication skills and a positive team attitude.
The predicted salary is between 25000 - 32000 £ per year.
£25,000 – £32,000 (DOE), Excellent Benefits including Private Medical Insurance, pension and DIS. My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on an IFA Financial Administrator who is looking for a new opportunity in Wealth Management. This firm place real value on their employees by on cultivating a supportive culture where everyone voices matters. As a Financial Administrator, you will play a crucial role in supporting qualified advisers and paraplanners and ensuring the smooth operation of the firm. Your responsibilities will include dealing with client and advisor queries, LOA’s and valuations, preparing client valuations, data cleansing as well as supporting the office with tasks when required. You must have excellent communication skills, good organisation skills and a minimum of 12-month experience as a Financial Administrator in Wealth Management and have excellent communication and written skills. This Financial Administrator is a fantastic opportunity for someone with a solid background in financial administration, excellent organisational skills, and a keen eye for detail. They seek individuals with flexibility, a positive attitude, and a strong team ethos. If you are looking to grow your career in a supportive and progressive environment, we encourage you to apply. Please do send your CV to Sam Negbenebor at Finan…
Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based
✨Tip Number 1
Familiarize yourself with the specific services and values of the Independent, Chartered IFA Firm. Understanding their approach to wealth management will help you align your conversation during the interview with their mission and culture.
✨Tip Number 2
Highlight your experience in financial administration by preparing examples of how you've successfully supported advisers or paraplanners in the past. Be ready to discuss specific situations where your organizational skills made a difference.
✨Tip Number 3
Demonstrate your communication skills by practicing clear and concise explanations of complex financial concepts. This will show that you can effectively handle client and advisor queries, which is crucial for this role.
✨Tip Number 4
Emphasize your flexibility and positive attitude during discussions. The firm values a supportive culture, so showcasing your ability to work well in a team and adapt to changing tasks will make you a strong candidate.
We think you need these skills to ace Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Administrator in Wealth Management. Emphasize your communication skills, organizational abilities, and any relevant achievements that showcase your attention to detail.
Craft a Strong Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention how your background aligns with their supportive culture and your desire to contribute to the team.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to the tasks mentioned in the job description, such as dealing with client queries and preparing valuations.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your previous experience as a Financial Administrator in Wealth Management. Be prepared to discuss specific tasks you've handled, such as dealing with client queries and preparing valuations.
✨Demonstrate Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so be ready to simplify them for better understanding.
✨Emphasize Teamwork
This firm values a strong team ethos, so share examples of how you've successfully collaborated with colleagues in the past. Highlight any experiences where you supported advisers or paraplanners.
✨Prepare Questions
Prepare thoughtful questions about the firm's culture and growth opportunities. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
