Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers and clients in the new business process with vital administrative tasks.
- Company: Reputable Wealth Management firm with a supportive team culture.
- Benefits: Salary of £30,000 - £33,000, hybrid work, training opportunities, and excellent benefits.
- Why this job: Kickstart your career in finance while making a real impact in a professional environment.
- Qualifications: Organised, detail-oriented, and experienced in financial services administration.
- Other info: Join a welcoming team and enjoy opportunities for growth and development.
The predicted salary is between 30000 - 33000 £ per year.
Hybrid (offices near Ipswich), Bonus & Excellent Benefits
Salary: £30,000 – £33,000 per annum
Our client, a highly regarded Wealth Management firm with offices near Ipswich, is seeking a Financial Administrator to join their New Business Team. This is an excellent opportunity to build a career within a professional and supportive environment, working for a company committed to delivering outstanding service to its clients.
The Role
The successful candidate will provide vital support to advisers and clients throughout the new business process. Key responsibilities will include:
- Preparing client presentation packs.
- Conducting welcome calls and emails to new clients.
- Supporting new business submissions, stock transfers and deeds of assignment.
- Drafting suitability letters and ad hoc client correspondence.
- Managing data cleansing and client records.
- Chasing pipeline business with providers and clients.
- Booking annual review meetings and liaising with advisers.
- Providing wider administrative support across the business when required.
The Candidate
The ideal candidate will be:
- Highly organised with strong attention to detail.
- Confident in communicating with both clients and advisers.
- Proactive in managing workloads and meeting deadlines.
- Experienced in financial services administration (wealth management experience preferred).
- Comfortable using CRM systems (Salesforce knowledge desirable).
The Offer
- Salary of £30,000 – £33,000 per annum.
- Hybrid working arrangements (offices near Ipswich).
- Opportunities for training and professional development.
- A welcoming and supportive team environment.
For further information or to apply, please contact Sam at Financial Divisions.
#J-18808-Ljbffr
Financial Administrator - Wealth Management, Hybrid (offices near Ipswich), £30,000 - £33,000 employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator - Wealth Management, Hybrid (offices near Ipswich), £30,000 - £33,000
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those who work at firms near Ipswich. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial administration. Think about how your skills align with the responsibilities listed, like managing client records and supporting advisers. We want you to shine!
✨Tip Number 3
Show off your organisational skills! Bring examples of how you've managed workloads or improved processes in previous roles. This will demonstrate your proactive nature and attention to detail, which are key for this position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Administrator - Wealth Management, Hybrid (offices near Ipswich), £30,000 - £33,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in financial services administration and any relevant skills that match the job description. We want to see how you can bring value to our New Business Team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills align with our needs. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Organisational Skills: Since the role requires strong organisational skills, give examples in your application of how you've successfully managed workloads and met deadlines in the past. We’re looking for proactive candidates who can keep things running smoothly!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
Brush up on your financial knowledge, especially around wealth management. Be prepared to discuss key concepts and how they relate to the role. This shows you’re not just interested in the job, but you understand the industry.
✨Showcase Your Organisation Skills
Since the role requires strong organisational skills, come ready with examples of how you've managed multiple tasks or projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Practice Your Communication
You’ll be communicating with clients and advisers, so practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to build confidence and refine your delivery.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM systems like Salesforce, be ready to discuss it. If not, do a bit of research on how these systems work and be prepared to explain how you would adapt to using one in this role.
