At a Glance
- Tasks: Support financial advisers by managing client administration and ensuring top-notch service.
- Company: Chartered independent wealth planning firm with a strong reputation in Kent.
- Benefits: Salary up to £45k, bonuses, pension scheme, and 25 days annual leave.
- Other info: Opportunities for professional development and career progression in a dynamic environment.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 3+ years of administration experience in financial planning; knowledge of Intelligent Office is a plus.
The predicted salary is between 45000 - 45000 £ per year.
Salary up to £45k (possibly more for the right candidate) plus bonuses. Pension scheme and attractive benefits package. 25 days annual leave + bank holidays.
My client is a Chartered independent wealth planning firm with offices across Kent. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup, they manage the affairs of approximately 2000 clients (over £650m AUM) with assets ranging from £150k - £20m.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT EIS schemes. They have longstanding relations with accountancy and solicitor practices who refer business to them, and the advisers are not targeted as they have a strong belief in ensuring clients receive the best service rather than stacking up AUM.
The support team comprises an experienced team of pooled Administrators and Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well-rounded knowledge of the end-to-end administration process will be vital.
You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc.
If this role sounds of interest or any other roles I am working on, please get in touch.
Senior Finance Administrator in Kent employer: Financial Divisions
As a leading Chartered independent wealth planning firm in Maidstone, we pride ourselves on fostering a supportive and collaborative work environment where our employees can thrive. With a strong commitment to professional development, we offer ongoing CPD opportunities and encourage our team members to pursue industry qualifications, all while enjoying an attractive benefits package and a healthy work-life balance. Join us to be part of a dedicated team that prioritises exceptional client service and values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Finance Administrator in Kent
✨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.
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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.
✨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 Senior Finance Administrator in Kent
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.
