Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Independent Financial Advisors and paraplanner with client communications and office tasks.
- Company: Join a family-owned financial advice practice focused on integrity and outstanding client service.
- Benefits: Enjoy a salary of £24,000 - £28,000, NEST Pension, bonuses, and 20 days holiday.
- Why this job: Great opportunity for personal growth and clear career progression to become a paraplanner.
- Qualifications: Requires 2 years in an IFA practice, strong Excel/Word skills, and enthusiasm for learning.
- Other info: Collaborative team environment that values work-life balance and professional development.
The predicted salary is between 24000 - 28000 £ per year.
An exciting opportunity to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service. Our client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression. If you're passionate about helping clients and want to work in a company that encourages personal growth, this could be your ideal opportunity.
As a full-time Financial Administrator, you'll play a key role in supporting the Independent Financial Advisors and paraplanner. Your duties will include:
- Handling telephone and email enquiries, greeting visitors, and ensuring a welcoming environment.
- Processing new business applications, verifying case submissions for accuracy, and coordinating with product providers.
- Maintaining client records, managing Letters of Authority (LOAs), and ensuring all documentation is up to date.
- Preparing and sending invoices, managing general office tasks, and ensuring client communications are handled promptly and professionally.
To qualify for this Financial Administrator role, you will require:
- At least two years of experience in an IFA practice.
- Solid skills in Excel and Word.
- Familiarity with Intelligent Office and experience in processing mortgage, protection, and investment applications are preferred.
- Strong communication skills, both written and verbal.
- Enthusiasm for learning and advancing in your career.
Benefits:
- Salary ranges from £24,000 to £28,000, based on experience and qualifications.
- Additional benefits include a NEST Pension, a discretionary bonus, 20 days of holiday (plus public holidays), and funded training and development support.
- This position offers a clear path to becoming a paraplanner, providing opportunities for career advancement within the company.
If you are a Financial Administrator interested in joining a collaborative team that fosters your growth and values a positive work-life balance, please send your CV to Samantha at Financial Divisions.
Financial Administrator to Paraplanner, Ashford, £24,000 - £28,000, Full-Time, Career Progression employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator to Paraplanner, Ashford, £24,000 - £28,000, Full-Time, Career Progression
✨Tip Number 1
Research the company culture and values of the Independent Financial Advice practice. Understanding their commitment to integrity and client service will help you align your responses during interviews and demonstrate that you're a good fit for their team.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience in IFA practices. They can provide insights into the role and may even refer you to opportunities within their networks.
✨Tip Number 3
Brush up on your Excel and Word skills, as these are essential for the role. Consider taking online courses or tutorials to enhance your proficiency, which will make you stand out as a candidate.
✨Tip Number 4
Prepare to discuss your previous experience in handling client communications and processing applications. Be ready to share specific examples that highlight your organisational skills and attention to detail, as these are crucial for the Financial Administrator position.
We think you need these skills to ace Financial Administrator to Paraplanner, Ashford, £24,000 - £28,000, Full-Time, Career Progression
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration, particularly within an Independent Financial Advice practice. Emphasise your skills in Excel and Word, as well as any familiarity with Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients and your enthusiasm for personal growth. Mention specific examples of how you've supported financial advisors in the past and your desire to progress to a paraplanner role.
Highlight Communication Skills: Since strong communication skills are essential for this role, provide examples in your application of how you've effectively handled client communications, both written and verbal. This could include managing enquiries or preparing documentation.
Proofread Your Application: Before submitting your application, 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 the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your previous experience in an IFA practice. Be ready to discuss specific tasks you've handled, especially those related to processing applications and managing client records.
✨Demonstrate Communication Skills
Since strong communication is key for this role, prepare examples of how you've effectively communicated with clients and colleagues in the past. This could include handling enquiries or coordinating with product providers.
✨Familiarity with Tools
Brush up on your skills in Excel and Word, as well as any experience you have with Intelligent Office. Be prepared to discuss how you've used these tools in your previous roles to improve efficiency.
✨Express Your Enthusiasm for Growth
This position offers a clear path to becoming a paraplanner, so convey your enthusiasm for learning and advancing in your career. Share your goals and how they align with the company's values of personal growth and integrity.
