Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support directors and consultants in Wealth Management with admin tasks and special projects.
- Company: Join a leading wealth planning firm known for personalized service and community focus.
- Benefits: Enjoy a competitive salary, bonus opportunities, and hybrid work flexibility.
- Why this job: Be part of a dynamic team that values your input and fosters professional growth.
- Qualifications: Experience in financial administration and processing commission statements is preferred.
- Other info: Opportunity to participate in meetings and contribute to business development.
The predicted salary is between 19800 - 46200 £ per year.
With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community. Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team., As a Financial Administrator your duties will include:
-
Providing proactive and efficient support to directors and consultants of Wealth Management clients.
-
Handling new business and servicing administration, along with general administration and special projects. Direct responsibility will be assigned for specific administrative tasks, requiring effective management.
-
Assisting the office manager in implementing changes to administration procedures to improve efficiencies and continually enhancing processes.
-
Participating in relevant internal and external meetings and courses and offering feedback afterward on how to implement benefits or changes in daily operations.
-
Contributing to team and business development through suggestions, feedback, and active involvement in meetings.
-
Ensuring accurate maintenance and updating of back-office records in response to changes or advisories. Helping colleagues during periods of sickness, increased workloads, or vacation.
-
Experience in processing commission and fee statements and raising invoices within I.O. is preferred.
Financial Administrator - Tonbridge - £33k + Bonus + Benefits - Hybrid employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator - Tonbridge - £33k + Bonus + Benefits - Hybrid
✨Tip Number 1
Familiarize yourself with the specific administrative tasks mentioned in the job description. Understanding the nuances of handling new business and servicing administration will give you an edge during discussions.
✨Tip Number 2
Show your proactive nature by preparing examples of how you've improved processes in previous roles. This aligns perfectly with the company's focus on enhancing efficiencies.
✨Tip Number 3
Engage with the wealth management community online or through local events. Networking can provide insights into the company culture and help you make a memorable impression.
✨Tip Number 4
Be ready to discuss your experience with processing commission and fee statements. Highlighting relevant skills will demonstrate your capability to handle the financial aspects of the role.
We think you need these skills to ace Financial Administrator - Tonbridge - £33k + Bonus + Benefits - Hybrid
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Administrator position. Understand the key responsibilities and required skills, such as handling new business administration and supporting directors.
Tailor Your CV: Customize your CV to highlight relevant experience in financial administration, particularly any roles where you managed administrative tasks or supported management teams. Use specific examples that demonstrate your efficiency and proactive support.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company’s values and how your skills align with their needs. Mention your ability to improve processes and contribute to team development, as these are key aspects of the role.
Highlight Relevant Experience: In your application, emphasize any experience you have with processing commission and fee statements, as well as your familiarity with back-office record maintenance. This will show that you have the specific skills they are looking for.
How to prepare for a job interview at Financial Divisions
✨Show Your Proactive Attitude
As a Financial Administrator, being proactive is key. During the interview, share examples of how you've taken initiative in previous roles to improve processes or support your team. This will demonstrate your ability to contribute positively to their dynamic environment.
✨Highlight Your Administrative Skills
Make sure to discuss your experience with handling new business and servicing administration. Be prepared to talk about specific administrative tasks you've managed effectively, as this will show that you can handle the responsibilities of the role.
✨Emphasize Team Collaboration
This position requires active involvement in meetings and collaboration with colleagues. Share instances where you've contributed to team development or provided valuable feedback in meetings, showcasing your ability to work well within a team.
✨Demonstrate Your Attention to Detail
Accurate maintenance of back-office records is crucial. Prepare to discuss how you've ensured accuracy in your previous roles, especially when processing commission and fee statements. This will highlight your attention to detail, which is essential for this position.
