At a Glance
- Tasks: Administer client services and back-office operations in a dynamic wealth management environment.
- Company: Reputable Chartered IFA with a strong focus on staff wellbeing and team culture.
- Benefits: Competitive salary, study support for exams, and flexible working options after training.
- Other info: Enjoy company socials and excellent career progression opportunities in a supportive team.
- Why this job: Kickstart your career in finance with a clear path to becoming a paraplanner in just 12 months.
- Qualifications: 1 year of administration experience in wealth management; Intelligent Office experience is a plus.
The predicted salary is between 30000 - 32000 £ per year.
Offices near Charing Cross Train Station - Central London
£30k - £32k basic salary plus benefits package
1 year of administration experience needed
8 weeks of onboarding and training in the office
After onboarding/training: 2 days WFH
My client is a Chartered boutique wealth planning business with offices across Central London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners, retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest.
This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. A vacancy has come available for a Financial Administrator with 12 months of experience in wealth management who can administer all the necessary client services and back-office administration from start to finish.
You will report into a Team Leader/Manager, and you will work in a team of four. Experience using Intelligent Office is highly advantageous, but full training will be provided. There is a definitive route to being a paraplanner within 12 months. You will be fully office based to begin with then you can WFH 2 days per week.
If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away.
The role can progress into paraplanning or a team leader position.
Contact Peter Fozard at Financial Divisions.
Financial Planning Administrator in London employer: Financial Divisions
Join a prestigious Chartered IFA in Central London, where your role as a Financial Planning Administrator will be supported by an extensive onboarding programme and a clear pathway to becoming a paraplanner within just 12 months. With a strong focus on employee wellbeing, a collaborative work culture, and opportunities for professional growth, this boutique wealth planning business not only values its staff but also offers a competitive salary and benefits package, making it an exceptional place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in London
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interview by researching the company and understanding their values. Practice common interview questions and think about how your experience aligns with the role of Financial Administrator. Remember, we want to see your personality shine through!
✨Show Off Your Skills
During interviews or networking, highlight your administration experience and any relevant skills, especially if you’ve used tools like Intelligent Office. We want to see how you can contribute to the team and make their lives easier!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to reach out directly!
We think you need these skills to ace Financial Planning Administrator in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience in administration and any specific skills that align with wealth management. 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 financial planning and how your background makes you a great fit for the role. We love seeing enthusiasm and a personal touch!
Showcase Your Skills:If you've got experience with Intelligent Office or similar tools, make sure to mention it! Even if you don’t, highlight any administrative skills that would help you excel in this position. We appreciate candidates who are proactive and eager to learn.
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. We can't wait to hear from you!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key concepts related to wealth management. Familiarise yourself with terms like HNW clients, asset allocation, and the importance of client services in a financial advisory context.
✨Showcase Your Experience
Be prepared to talk about your previous administration experience in detail. Highlight specific tasks you've handled that relate to the role, especially any experience with Intelligent Office or similar systems, as this will show you’re ready to hit the ground running.
✨Demonstrate Team Spirit
Since you'll be working closely with a small team, emphasise your ability to collaborate and support others. Share examples of how you've contributed to team success in past roles, and express your enthusiasm for being part of a supportive work environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and the path to becoming a paraplanner. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
