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- Tasks: Support a Chartered Adviser with client meetings and administrative tasks.
- Company: Join a boutique Chartered IFA firm with a strong community presence in Surrey.
- Benefits: Enjoy a competitive salary, bonuses, and a flexible work environment.
- Why this job: Be part of a supportive team focused on quality service without sales targets.
- Qualifications: Experience in financial administration; knowledge of Intelligent Office is a plus.
- Other info: Office-based role with occasional remote work opportunities.
The predicted salary is between 35000 - 45000 £ per year.
- Senior IFA Administrator
- Boutique Chartered IFA firm (Surrey)
- Up to GBP45k basic salary plus bonuses
- Offices near Esher/Kingston
- Attractive benefits package on offer
My client are 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 do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between GBP500k – GBP10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral.
The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous.
The role will pay between GBP35k – GBP45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
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Senior Financial Administrator - Esher (Surrey) Up to GBP45k basic 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 GBP45k basic
✨Tip Number 1
Familiarise yourself with the specific services offered by the firm, such as Pensions, Investments, and Tax Planning. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of their business model.
✨Tip Number 2
Network within the local community and financial services sector in Surrey. Attend relevant events or join local professional groups to connect with potential colleagues or clients, which can give you insights into the firm's culture and client expectations.
✨Tip Number 3
If you have experience with Intelligent Office, be prepared to discuss it in detail. Highlight how your proficiency with this software can streamline administrative processes and enhance client service, making you a valuable asset to the team.
✨Tip Number 4
Showcase your ability to work collaboratively with advisers. Prepare examples of how you've successfully supported financial professionals in the past, emphasising your organisational skills and commitment to providing exceptional client service.
We think you need these skills to ace Senior Financial Administrator - Esher (Surrey) Up to GBP45k basic
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration, particularly in the context of Independent Financial Advice. Emphasise any specific knowledge of Intelligent Office and your ability to support advisers effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm’s ethos. Mention your experience with client servicing and how you can contribute to maintaining their high-quality service standards.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as attention to detail, organisational abilities, and communication skills. Provide examples of how you've successfully used these skills in previous roles.
Show Enthusiasm for the Company: Demonstrate your interest in the firm by mentioning their community engagement and client-focused approach. This shows that you align with their values and are genuinely interested in contributing to their success.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the firm, such as pensions, investments, and tax planning. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Demonstrate Client-Centric Approach
Since the firm values long-standing relationships with clients, be prepared to discuss how you prioritise client needs and build rapport. Share examples from your past experiences where you successfully managed client relationships.
✨Familiarity with Intelligent Office
If you have experience with Intelligent Office, highlight this during the interview. If not, consider doing some research or a quick tutorial to understand its functionalities, as this knowledge could set you apart from other candidates.
✨Engagement with Local Community
The firm is actively involved in the local community, so be ready to discuss any relevant community engagement or charity work you've been part of. This shows that you align with their ethos and are likely to fit into their culture.
