At a Glance
- Tasks: Support financial advisers by managing client cases and preparing meeting materials.
- Company: Boutique wealth planning firm focused on exceptional customer satisfaction.
- Benefits: Competitive pro-rata salary, ongoing professional development, and a supportive team environment.
- Other info: Part-time role with flexible working days and opportunities for career growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Experience in wealth planning and knowledge of pensions and investments required.
The predicted salary is between 30000 - 40000 £ per year.
Part-time position (3 days per week) based near Reigate/Redhill (Surrey) with a salary of £30k - £40k (pro-rata) plus benefits.
My client is an independent wealth planning firm offering whole of market financial advice to HNW retirees, accumulators, local families, and SME owners across Surrey, Sussex, and London. They manage the affairs of 300 families and provide advice on pensions, investments, tax planning, cashflow modelling, retirement planning, and protections.
The firm prioritises exceptional customer satisfaction, resulting in a very high retention rate. The support team consists of experienced Administrators and Paraplanners who are encouraged to progress and develop through ongoing CPD and industry exams.
The Managing Director is creating a new role for a part-time Financial Planning Administrator to assist with servicing existing cases and supporting annual reviews, alongside an increasing number of referrals and recommendations.
You will ideally work Wednesday, Thursday, and Friday. Strong experience within a wealth planning firm and good knowledge of pensions and investments are essential, as these are the core areas of the business.
Your responsibilities will include:
- Drafting LOAs and LOVs
- Preparing meeting packs
- Preparing for reviews
- Processing new business
- Ensuring the clean and organised running of the back-office system
You should be comfortable with all matters related to back-office support for Financial Advisers.
Financial Administrator in Reigate employer: Financial Divisions
Join a boutique IFA firm located near Reigate/Redhill, where you will be part of a dedicated team that prioritises exceptional customer satisfaction and employee development. With a strong focus on professional growth through ongoing CPD and industry exams, this part-time Financial Administrator role offers a supportive work culture and the opportunity to make a meaningful impact on the financial well-being of local families and businesses. Enjoy a competitive salary and the chance to thrive in a collaborative environment that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Reigate
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Financial Divisions often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Financial Divisions.
We think you need these skills to ace Financial Administrator in Reigate
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Financial Divisions and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Financial Divisions. A little light-heartedness can go a long way!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
