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For Companies At a Glance
- Tasks: Manage client portfolios and support financial advisers in delivering top-notch service.
- Company: A respected, family-run Wealth Planning firm with a stellar reputation.
- Benefits: Competitive salary, bonus, excellent pension, private health, and study support.
- Why this job: Join a growing team and make a real impact in wealth management.
- Qualifications: Experience in Wealth Management or IFA firms is essential.
- Other info: Opportunity to mentor junior staff and grow your career in a dynamic environment.
The predicted salary is between 35000 - 45000 £ per year.
Salary: £35,000 - £45,000 + £2,000 Bonus + Excellent Pension + Private Health + Study Support
A highly respected, family-run boutique Wealth Planning firm in Guildford is seeking an experienced Wealth Management Administrator to join their growing team. Established for over 25 years, this firm has built a first-class reputation for delivering high-quality financial advice to High Net Worth clients including professionals, business owners, retirees, and families. They provide advice across pensions, investments, protection, IHT planning, and more complex areas such as VCTs and EIS.
Due to continued growth through referrals and recommendations, a new position has been created for an experienced IFA Administrator / Senior Wealth Management Administrator to take ownership of client administration and support a team of Financial Advisers and Paraplanners. Applicants must have previous experience working within a Wealth Management or IFA firm.
Role Overview
This is a key role within the business where you’ll act as a central point of contact for clients, advisers, and providers, ensuring all client work is delivered accurately and efficiently. You’ll also support and mentor junior administrators within the team.
Key Responsibilities
- Manage the administration of client portfolios and financial planning cases from start to finish
IFA Administrator/Wealth Management Administrator/Financial Planning Administrator, Guildford employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator/Wealth Management Administrator/Financial Planning Administrator, Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector. Attend industry events or join relevant online groups to meet potential employers and get insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their values, services, and client base. This will help you tailor your answers and show them you're genuinely interested in being part of their team.
✨Tip Number 3
Showcase your skills during the interview! Bring examples of how you've successfully managed client portfolios or supported advisers in previous roles. This will demonstrate your experience and make you stand out.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. Plus, it shows your enthusiasm for the role and keeps you on their radar.
We think you need these skills to ace IFA Administrator/Wealth Management Administrator/Financial Planning Administrator, Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of IFA Administrator. Highlight your experience in wealth management and any specific skills that match the job description. We want to see how you can bring value to our 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 background makes you a perfect fit for our firm. Keep it engaging and personal, so we get a sense of who you are.
Showcase Relevant Experience: When detailing your previous roles, focus on your experience with client administration and supporting financial advisers. We’re looking for someone who can hit the ground running, so make sure we see that experience front and centre!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Familiarise yourself with key terms like IHT planning, VCTs, and EIS. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience in client administration and supporting financial advisers. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the firm’s approach to client management and team dynamics. This shows that you’re not just interested in the job, but also in how you can contribute to their success and fit into their culture.
✨Demonstrate Team Spirit
Since you'll be mentoring junior administrators, highlight your teamwork and leadership skills. Share experiences where you've supported others or taken initiative within a team setting, as this aligns perfectly with the role's responsibilities.
