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- Tasks: Join a dynamic team as a Finance Administrator, handling client meetings and financial documentation.
- Company: Work with a respected firm in wealth management that prioritises your growth and development.
- Benefits: Enjoy a competitive salary, career progression, and a friendly office environment with perks.
- Why this job: This role offers a clear path to advancement and the chance to work with high-quality clients.
- Qualifications: 12 months' experience in financial services admin and a desire to pursue CII qualifications.
- Other info: Opportunities for further qualifications and a supportive team culture await you!
The predicted salary is between 22000 - 34000 £ per year.
Permanent - Full-Time
Are you looking to build a rewarding career in financial services with a firm that values your development, offers genuine progression, and champions a supportive team culture? Our client is hiring a Finance Administrator to join their exceptional team. This is your chance to work with one of the most respected firms in the industry, delivering a first-class client experience while building the skills and knowledge to grow your career. Whether you’re early in your financial services journey or looking for the right platform to progress, this is a fantastic opportunity to join a firm where your growth matters.
Opportunity Highlights:
- Work with a dynamic, supportive, and sociable team
- Enjoy a clear path to progression, with the chance to move into a Support Executive role
- Gain exposure to high-quality clients and technical financial planning
- Be part of a culture that values attention to detail, teamwork, and client service excellence
What You’ll Be Doing:
- Preparing client meeting packs and processing follow-up actions
- Producing accurate client portfolio summaries and valuations
- Liaising with clients and providers, keeping everyone informed every step of the way
- Managing diaries and organising client meetings for advisers
- Maintaining and updating client data within Intelligent Office (iO)
- Assisting with month-end reporting and fund switches
- Supporting the delivery of client reviews and ensuring all admin is up to date
- Occasionally attending client meetings with advisers for relationship-building and admin support
What You’ll Bring:
- Minimum 12 months' experience in a financial services admin role
- Solid understanding of the advice process and financial products
- Progress toward CII qualifications (or a strong desire to start!)
- Excellent attention to detail and commitment to confidentiality
- Strong communication skills and a can-do attitude
- Experience with Intelligent Office (iO) is a plus
Package:
- Salary: £22,000-£34,000 depending on experience
- Career progression to Support Executive and beyond
- Company benefits and workplace incentives
- Friendly, professional, and sociable office environment
- Opportunities for further qualifications and development
To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
IFA Finance Administrator - Launch Your Career in Wealth Management, London, £22,000 - £34,000 employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Finance Administrator - Launch Your Career in Wealth Management, London, £22,000 - £34,000
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the advice process and financial products. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in wealth management. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
If you have experience with Intelligent Office (iO), be sure to highlight this in conversations. If not, consider taking a short course or tutorial to get familiar with the software, as it could give you an edge over other candidates.
✨Tip Number 4
Prepare for your interview by practising common questions related to client service and teamwork. Think of examples from your past experiences that showcase your attention to detail and communication skills, as these are crucial for the role.
We think you need these skills to ace IFA Finance Administrator - Launch Your Career in Wealth Management, London, £22,000 - £34,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any roles where you've demonstrated attention to detail, communication skills, and teamwork, as these are key for the Finance Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire to grow within the industry. Mention specific skills or experiences that align with the job description, such as your understanding of the advice process or any relevant qualifications.
Highlight Relevant Experience: In your application, clearly outline your previous experience in financial services, especially any roles involving client interaction or administrative tasks. If you have experience with Intelligent Office (iO), be sure to mention it as it's a plus for this role.
Show Enthusiasm for Development: Express your eagerness to progress within the company and your commitment to obtaining further qualifications, such as CII certifications. This shows that you're not just looking for a job, but a career path where you can grow and contribute.
How to prepare for a job interview at Financial Divisions
✨Show Your Understanding of Financial Services
Make sure to demonstrate your knowledge of the financial services industry during the interview. Familiarise yourself with common financial products and the advice process, as this will show that you are serious about the role and have a solid foundation to build upon.
✨Highlight Your Attention to Detail
Since the role requires a strong focus on accuracy, be prepared to discuss examples from your past experience where your attention to detail made a difference. This could include tasks like preparing client meeting packs or managing client data.
✨Emphasise Teamwork and Communication Skills
The company values teamwork and effective communication, so be ready to share experiences where you successfully collaborated with others. Highlight how you keep clients informed and manage relationships, as this is crucial for the role.
✨Express Your Desire for Growth
This position offers a clear path for progression, so convey your enthusiasm for personal and professional development. Discuss any relevant qualifications you are pursuing or plan to pursue, such as CII qualifications, to show your commitment to advancing in the field.
