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- Tasks: Support Chartered Advisers with client management and administrative tasks in a dynamic environment.
- Company: Chartered IFA firm with a strong focus on client satisfaction and professional development.
- Benefits: Negotiable salary, bonuses, 25 days holiday, and attractive benefits package.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in independent wealth planning and strong communication skills.
- Other info: Flexible full-time or part-time options available with excellent career growth opportunities.
The predicted salary is between 30000 - 40000 £ per year.
Job Description
- Experienced Financial Planning Administrator
- Maidstone offices – Chartered IFA firm
- Salary negotiable £30k – £40k + bonuses
- ***FULL TIME OR PART-TIME***
- 25 days holiday plus attractive benefits package
My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. 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 c.2000 clients (over £500m 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 very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of pooled Administrators & 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 a brand-new role for Financial Planning Administrator, they will consider those on a full-time or part-time basis, to be based in their Maidstone office. This role will suit a candidate with a background in an independent wealth planning firm. You will be joining an experienced team of other administrators, many of whom have been in their roles for a number of years. You will be supporting busy Chartered Advisers with their caseloads and ensuring a smooth and effective support function. You will be drafting LOA’s and LOV’s, speaking to clients, client meeting prep, support with annual reviews, possibly some diary management, oversight of their back-office system Intelligent Office and speaking to platform providers they work with including Aviva, Transact, Nova, AJ Bell amongst others.
If this role sounds of interest or any other roles I am working on please get in touch.
Senior Financial Administrator employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their focus on customer satisfaction. We want you to show them that you’re not just another candidate, but someone who truly aligns with their mission.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you articulate your experience and skills confidently, especially when discussing your background in independent wealth planning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals ready to join our team and make a difference in the financial planning space.
We think you need these skills to ace Senior Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Administrator role. Highlight your experience in financial planning and any relevant qualifications. We want to see how your background aligns with what we do at StudySmarter!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to showcase your skills that are relevant to the job, like client communication and back-office system management. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
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. Plus, it’s super easy!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Senior Financial Administrator, you'll be dealing with significant financial figures. Brush up on your knowledge of financial planning concepts, especially those relevant to high-net-worth clients. Be prepared to discuss how you’ve managed similar responsibilities in the past.
✨Showcase Your Client Interaction Skills
This role involves a lot of client communication. Think of examples where you've successfully interacted with clients or resolved issues. Highlight your ability to maintain exceptional customer satisfaction, as this is a key priority for the firm.
✨Familiarise Yourself with Industry Tools
Get to know the back-office systems like Intelligent Office and the platforms they use, such as Aviva and Transact. If you have experience with these tools, mention it during the interview. If not, do a bit of research to show your willingness to learn.
✨Emphasise Team Collaboration
The firm values teamwork and development. Prepare to discuss how you’ve worked effectively within a team in previous roles. Share examples of how you’ve supported colleagues and contributed to a positive work environment.
