At a Glance
- Tasks: Onboard clients, prepare documentation, and conduct AML checks in a supportive environment.
- Company: Respected Independent Financial Advisory firm based in Surrey, offering a great work-life balance.
- Benefits: 25 days holiday, strong pension, bonus scheme, and study support for professional exams.
- Other info: Dynamic workplace with opportunities for career growth and development.
- Why this job: Join a thriving team and make a real impact in financial services without the London commute.
- Qualifications: Experience with Intelligent Office (Intelliflo) is a plus; strong communication skills are essential.
The predicted salary is between 31500 - 38500 £ per year.
A strong Financial Services business providing first-class Wealth Management advice CAN actually be located outside of London!
This is an opportunity to join one of Surrey's most respected and long-established Independent Financial Advisory firms, based on the outskirts of Guildford, with accessible on-site parking and no commute into the capital. If you are currently working in London and wondering whether the salary justifies the journey, this role may be worth a serious look. If you are already based in Surrey and looking for a step up within financial services, it may be exactly what you have been waiting for.
The firm has been operating for over two decades, building lasting relationships with a loyal client base across Surrey, Hampshire and London. Its clients range from local families and retirees through to high-net-worth private individuals, with investable assets typically between £100,000 and £1 million or more. The firm also holds valued relationships with several professional sports clubs, which continue to generate new business, and following an exceptionally strong twelve months, the Managing Director is looking for a Financial Planning Administrator to join the team.
Experience of Intelligent Office (Intelliflo) is a significant advantage in this role as it sits at the heart of how the business operates. Day-to-day, you will be onboarding new clients, gathering personal and financial details, preparing letters of authority and valuations, conducting AML checks, liaising with product providers and preparing meeting documentation. The firm works across a range of platforms including Quilter, Aviva, Elevate, Standard Life Wrap and Transact.
This is a well-supported role in a business that invests in its people. You will benefit from a thorough induction, study support for professional exams, 25 days holiday, a strong pension contribution, a bonus scheme and enrolment onto a death-in-service and income protection scheme. Parking is on hand at no cost.
Locations
Financial Planning Administrator in Guildford, Surrey employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Guildford, Surrey
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Administrator in Guildford, Surrey
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
