At a Glance
- Tasks: Support financial advisers by managing client details and preparing essential documents.
- Company: Established Wealth Management Firm with a strong local presence.
- Benefits: £35k salary, full study support, 25 days holiday, and excellent pension contributions.
- Other info: Great career growth opportunities and exposure to professional sports clubs.
- Why this job: Join a dynamic team and gain valuable experience in financial planning.
- Qualifications: Experience in financial administration and knowledge of Intelligent Office is a plus.
The predicted salary is between 28000 - 42000 £ per year.
Job Description
- Financial Planning Administrator
- Godalming offices
- Wealth Management Firm
- £35k + full study support and benefits package
My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 5 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business.
Following a very good 12 months with lots of new business coming into the advisers’ inboxes, the Managing Director is seeking an experienced Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' financial details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms.
You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay up £35k basic salary. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme.
If this role of interest please get in touch.
Financial Planning Administrator in Godalming employer: Financial Divisions
Join a well-established Wealth Management Firm in Godalming, where you will be part of a supportive and collaborative work culture that prioritises employee growth and development. With a competitive salary of £35k, full study support, and a generous benefits package including 25 days of holiday and a robust pension scheme, this role offers a rewarding opportunity to advance your career while working with experienced professionals in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Godalming
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know someone at the firm. A friendly chat can sometimes lead to a referral, which is golden in landing that job.
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Knowing about their client base and the platforms they use, like Intelligent Office, will show you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice common interview questions related to financial administration. Think about how you would handle onboarding new clients or conducting AML checks. Being prepared will boost your confidence and help you shine during the interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in your job search journey.
We think you need these skills to ace Financial Planning Administrator in Godalming
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight any relevant experience, especially with systems like Intelligent Office, and showcase your skills in client onboarding and financial documentation.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for the team. Don’t forget to mention your enthusiasm for working with clients and supporting advisers.
Showcase Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. You might even want to include examples of how you've demonstrated this skill in previous roles, especially when preparing documents or conducting checks.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around the systems mentioned like 'Intelligent Office' and platforms such as Quilter and Aviva. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Admin Skills
Prepare examples of your previous administrative experience, particularly in financial settings. Be ready to talk about how you've handled client onboarding, conducted AML checks, or prepared meeting documents. This will demonstrate your capability to support the team effectively.
✨Understand Their Client Base
Familiarise yourself with the types of clients they serve, from local families to high-net-worth individuals. Showing that you understand their clientele and the importance of long-standing relationships will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, the team you'll be working with, and the study support they offer. This not only shows your interest but also helps you gauge if this is the right fit for you.
