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- Tasks: Lead a team in financial administration, supporting advisers and managing client onboarding.
- Company: Join a reputable firm in Kent known for straightforward, jargon-free financial advice.
- Benefits: Enjoy a competitive salary, hybrid work options, and clear paths for career growth.
- Why this job: Be part of a friendly team making a real impact in clients' financial lives.
- Qualifications: Must have at least 3 years of solid experience in financial administration.
- Other info: Opportunity to support and train junior team members while ensuring compliance.
The predicted salary is between 28000 - 40000 £ per year.
Are you an adept Senior Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels. Due to an increase in new business, they are actively seeking an additional member of staff who is a proficient Senior Financial Administrator, that can fit into this friendly and supportive team.
You will be an integral part of a 12-member team supporting a growing cohort of Financial Advisers. Duties will include the full end to end Financial Administration process, from onboarding new clients, through to dealing with client queries and liaising with product providers and the Advisers. In addition to this, you will be supporting the Office Manager, with the day to day running of the Financial Admin Team, dealing with technical queries, and helping with any training in skills gaps that more junior member of the team may have.
In this leadership role, you\’ll spearhead the financial administration team, ensuring unwavering compliance with regulatory standards and internal protocols while formulating detailed financial plans and reports. Our client is looking for someone with at least 3 years solid Financial Administration experience for this role.
In return for your expertise, you\’ll receive an enticing salary package, promising avenues for career advancement, and the flexibility of a hybrid work arrangement. If you\’re eager to embrace this invigorating yet gratifying opportunity, we encourage you to seize the moment and become a valued member of this dynamic team.
For further insights into this exciting prospect as a Senior Financial Administrator, please reach out to Jo at Financial Divisions.
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Senior Financial Administrator - Route to Team Leader - GBP35k-GBP40k + employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Administrator - Route to Team Leader - GBP35k-GBP40k +
✨Tip Number 1
Familiarise yourself with the specific financial products and services offered by the company. Understanding their approach to private client wealth management will help you demonstrate your alignment with their values during any discussions.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in private client wealth management. This can provide you with valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your previous experiences in financial administration, particularly any leadership roles or training you've provided. Highlighting these skills will show that you're ready to take on the responsibilities of this position.
✨Tip Number 4
Research the regulatory standards relevant to financial administration in the UK. Being knowledgeable about compliance will not only boost your confidence but also demonstrate your commitment to maintaining high professional standards.
We think you need these skills to ace Senior Financial Administrator - Route to Team Leader - GBP35k-GBP40k +
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial administration, particularly within Private Client Wealth Management. Use specific examples to demonstrate your skills and achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of their holistic approach to client advice and how your experience can contribute to their team.
Highlight Leadership Skills: Since this role involves supporting the Office Manager and leading a team, emphasise any previous leadership or mentoring experience you have. Provide examples of how you've successfully managed or trained others in your past roles.
Showcase Compliance Knowledge: Given the importance of compliance in this position, include any relevant qualifications or training you have in regulatory standards. This will demonstrate your capability to uphold the company's high standards.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Financial Expertise
Make sure to highlight your experience in financial administration, especially within Private Client Wealth Management. Be prepared to discuss specific examples of how you've successfully managed client onboarding and resolved queries.
✨Demonstrate Leadership Skills
Since this role involves supporting the Office Manager and leading a team, be ready to share instances where you've taken on leadership responsibilities. Discuss how you've trained junior staff or improved team processes.
✨Understand the Company Culture
Research the company's approach to client relationships and their non-jargon philosophy. Showing that you align with their values and can contribute to their friendly and supportive environment will set you apart.
✨Prepare for Technical Questions
Given the technical nature of the role, brush up on relevant regulations and compliance standards. Be ready to answer questions about how you ensure adherence to these standards in your previous roles.
