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- Tasks: Join a team as a Financial Administrator, supporting Advisers and ensuring compliance.
- Company: A well-established Wealth Management firm with over 20 years of ethical financial services.
- Benefits: Enjoy hybrid working, bonuses, study support, and a clear career progression plan.
- Why this job: Be part of a supportive culture that values clients and offers training for growth.
- Qualifications: Experience is a plus, but a positive attitude and strong organisational skills are key.
- Other info: Ideal for those passionate about finance, with training provided to fill any skills gaps.
The predicted salary is between 20000 - 28000 £ per year.
Hybrid working, Bonus, Study Support & Career Progression Plan
An excellent opportunity has arisen for a well-established Wealth Management firm near Chelmsford in Essex. Due to expansion and an internal promotion, they are seeking a Financial Administrator to join their team and benefit from a clear career path. The firm has been providing high-quality financial and investment planning services for over 20 years, valuing their clients through non-jargon, ethical advice, leading to exceptional loyalty. They do not advertise for new business; instead, they rely on referrals and recommendations from existing clients.
The company values their staff highly, aiming to offer careers rather than jobs, and strives to maintain a friendly, supportive, and nurturing environment. They offer advice across pensions, investments, protection, intergenerational financial planning, and trust and estate planning within the Essex, Hertfordshire, and central London regions.
While experience is beneficial, team fit, drive, attitude, and personality are more important, as they can provide training to address skills gaps. They seek candidates who are flexible, confident, and passionate about financial services. They are open to two types of candidates: those with previous experience as a Financial Administrator or individuals with excellent organization skills and a strong work ethic.
The role involves working closely with a few Advisers. Support and training will be provided at every step to ensure all work is fully compliant and meets the firm’s high standards.
This is a fantastic opportunity for a talented individual to join an established but growing practice with a supportive culture that prioritizes clients and offers a vital role in the business’s ongoing success. If interested, please contact or send your CV to Samantha at Financial Divisions.
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Financial Administrator (Private Wealth Management), Near Chelmsford, Essex, £25,000 - £33,000 employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (Private Wealth Management), Near Chelmsford, Essex, £25,000 - £33,000
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, services, and client approach. This will help you align your answers with their ethos and demonstrate your genuine interest in joining their team.
✨Tip Number 2
Prepare to discuss your organisational skills and work ethic in detail. Since they value these traits highly, think of specific examples from your past experiences that showcase your ability to manage tasks efficiently and effectively.
✨Tip Number 3
Showcase your passion for financial services during the interview. Be ready to talk about why you are interested in this field and how you can contribute to their mission of providing ethical advice and building client loyalty.
✨Tip Number 4
Emphasise your flexibility and willingness to learn. Since the firm is open to training candidates, expressing your eagerness to develop new skills and adapt to their processes can set you apart from other applicants.
We think you need these skills to ace Financial Administrator (Private Wealth Management), Near Chelmsford, Essex, £25,000 - £33,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Financial Administrator role. Emphasise your organisational skills, work ethic, and any previous experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your understanding of the company's values. Mention how your personality and drive make you a great fit for their supportive culture.
Highlight Soft Skills: Since the company values team fit and attitude, be sure to include examples of your flexibility, confidence, and ability to work well in a team. This will demonstrate that you are not just qualified but also a good cultural fit.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial administration.
How to prepare for a job interview at Financial Divisions
✨Show Your Passion for Financial Services
Make sure to express your enthusiasm for the financial services industry during the interview. Share any relevant experiences or interests that demonstrate your commitment and passion, as this firm values candidates who are genuinely interested in the field.
✨Highlight Your Organisational Skills
Since the role requires excellent organisational skills, be prepared to discuss specific examples from your past experiences where you successfully managed tasks or projects. This will help showcase your ability to handle the responsibilities of a Financial Administrator.
✨Emphasise Team Fit and Attitude
The company prioritises team fit and attitude over experience. Be sure to convey your willingness to learn and adapt, and share instances where you've worked well in a team environment. This will demonstrate that you align with their supportive culture.
✨Prepare Questions About Career Progression
Since the firm offers a clear career path, prepare thoughtful questions about potential growth opportunities within the company. This shows your interest in long-term development and aligns with their goal of providing careers rather than just jobs.
