At a Glance
- Tasks: Support HNW & UHNW clients with financial administration and documentation.
- Company: Reputable wealth planning practice with a strong team culture.
- Benefits: 25 days holiday, private medical cover, and DIS benefit.
- Other info: Enjoy company socials and trips while making a real impact.
- Why this job: Join a supportive team that values wellbeing and offers career growth.
- Qualifications: Experience in financial administration preferred; exams not essential.
The predicted salary is between 40500 - 49500 £ per year.
- 25 days holiday + bank holidays, DIS benefit, Private Medical Cover
- Working with HNW & UHNW clients
My client is a wealth planning practice based outside Guildford who have been operating for 15+ years and I have placed 5 members of staff into the business.
They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in Surrey, Sussex & Hampshire.
They have a large book of business (close to £300m AUM) who are City professionals, families, retirees, and business owners with £500k to invest with their top client holding £20m+ to invest.
This boutique firm has a team of Chartered Advisers and a full administrative and paraplanning team.
The Managing Director is seeking a brand new experienced Financial Administrator.
Typical duties will include writing letter of authority and valuation, speaking to customers on the phone, scheduling client reviews and preparing documentation for any reviews/meetings, collecting data from product providers, process and submit new business to providers and ensure applications are completed accurately.
Ensure agreements, including fee schedules, are in place and signed, documented, and saved and that all records are up to date, amongst others.
Full training will be provided.
A broad range of experience and knowledge across a variety of financial products will be advantageous (Pensions, Investments, Protections etc.) Knowledge of Intelligent Office CRM would be highly advantageous.
The role will be office based.
If you are sitting any exams then the Directors will support you with your studies but what qualifications you have is not a deal breaker, experience rather than exams is more important.
The management team place a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting.
The MD is looking to offer £30k - £40k basic salary, possibly more for the right candidate with an attractive benefits package including 25 days holiday, DIS and private medical cover.
If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
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Senior IFA Administrator in Guildford employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator in Guildford
✨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.
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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.
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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 Senior IFA Administrator in Guildford
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.
