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- Tasks: Support a Chartered Adviser with client meetings and administrative tasks.
- Company: Join a boutique Chartered IFA firm in Surrey with a loyal client base.
- Benefits: Enjoy a competitive salary, bonuses, and flexible remote work options.
- Why this job: Be part of a community-focused firm that values relationships over strict targets.
- Qualifications: Experience in financial administration; knowledge of Intelligent Office software is a plus.
- Other info: Opportunity to grow within a supportive team environment.
The predicted salary is between 42000 - 48000 £ per year.
Senior IFA Administrator
- Boutique Chartered IFA firm (Surrey)
- Up to £45k basic salary plus bonuses
- Offices near Esher/Kingston
- Attractive benefits package on offer
My client is a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections, and esoteric schemes such as VTC & EIS. They also handle Wills, Trusts, and Powers of Attorney. The business has built a loyal client book of 500 clients, including families, retirees, and business owners across Surrey, with investable assets ranging from £500k to £10m. The advisers are busier than ever and are generating significant new business through recommendations and referrals.
The business maintains long-standing relationships with local charities and businesses, being highly engaged in the community. They do not impose strict targets on staff, believing this could undermine their ethos. They are seeking a new Senior IFA Administrator to work closely with a Chartered Adviser. The role involves providing administrative support to enable the adviser to deliver high-quality service, attending client meetings, and handling pre- and post-meeting tasks, along with all necessary client servicing work. Knowledge of Intelligent Office software would be highly advantageous.
The role offers a salary between £35k and £45k, plus a comprehensive benefits package. It is primarily office-based, with some flexibility for remote work. If interested in this or other Adviser/Planner roles I am recruiting for, please get in touch.
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Senior Financial Administrator - Esher (Surrey) Up to £45k basic salary with benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Administrator - Esher (Surrey) Up to £45k basic salary with benefits
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in or have connections to independent financial advice firms. Attend local events or join relevant online forums to build relationships that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, such as Intelligent Office. Consider taking an online course or tutorial to demonstrate your commitment and proficiency during the interview process.
✨Tip Number 3
Research the firm’s values and community involvement. Be prepared to discuss how your personal values align with theirs and how you can contribute to their ethos of maintaining long-standing client relationships.
✨Tip Number 4
Prepare for the interview by practising common questions related to client servicing and administrative support in a financial context. Think of examples from your past experience that showcase your ability to handle pre- and post-meeting tasks effectively.
We think you need these skills to ace Senior Financial Administrator - Esher (Surrey) Up to £45k basic salary with benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration, particularly in areas like pensions, investments, and tax planning. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of their ethos and how your values align with theirs, especially regarding client relationships and community engagement.
Highlight Relevant Software Skills: If you have experience with Intelligent Office software or similar tools, be sure to mention this in your application. Highlighting your technical skills can set you apart from other candidates.
Showcase Your Client Service Experience: Emphasise any previous roles where you provided high-quality client service. Discuss how you managed client relationships and supported advisers, as this is crucial for the Senior IFA Administrator position.
How to prepare for a job interview at Financial Divisions
✨Research the Company
Before your interview, take some time to learn about the firm’s values, services, and community involvement. Understanding their approach to financial advice and client relationships will help you align your answers with their ethos.
✨Showcase Relevant Experience
Be prepared to discuss your previous experience in financial administration, particularly any roles where you supported advisers or handled client servicing tasks. Highlight specific examples that demonstrate your ability to manage pre- and post-meeting activities effectively.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office software, make sure to mention it during the interview. If not, consider doing a bit of research or a quick tutorial to show your willingness to learn and adapt to new systems.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask the interviewers about the firm’s culture, team dynamics, and how they measure success without strict targets. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
