At a Glance
- Tasks: Support financial advisers by managing client details and preparing essential documents.
- Company: Established wealth management firm with a strong local presence.
- Benefits: Up to £35k salary, full study support, and comprehensive benefits package.
- Other info: Opportunity for career growth in a supportive and collaborative environment.
- Why this job: Join a dynamic team and gain valuable experience in financial planning.
- Qualifications: Experience in financial administration; knowledge of 'Intelligent Office' is a plus.
The predicted salary is between 28000 - 42000 £ per year.
My client is a well-established Independent Financial Advisor (IFA) based in Godalming, operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees, and HNW private individuals. Their clients primarily are based across Surrey, Hampshire, and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets.
The business has longstanding relations with their clients and holds relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers’ inboxes, the Managing Director is seeking an experienced Financial Administrator to join the team and support the entire function of the business.
Knowledge of the system Intelligent Office will be highly advantageous. Responsibilities include:
- Obtaining clients' financial details
- Writing letters of authority and valuation
- Onboarding new clients
- Conducting AML checks
- Speaking to product providers
- Preparing all meeting documents and necessary resources
Financial Planning Administrator in Surrey employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a referral, which is golden in landing that Financial Planning Administrator role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of Intelligent Office and the financial planning process. We want you to impress them with your expertise and show that you're ready to hit the ground running!
✨Tip Number 3
Don’t just wait for job openings; be proactive! Follow the company on social media, engage with their posts, and keep an eye on their website for any updates. This shows your genuine interest and keeps you in the loop.
✨Tip Number 4
When you apply, make sure to highlight your relevant experience and skills in your cover letter. Tailor it to reflect how you can support their team and enhance client relationships. And remember, applying through our website gives you a better chance to stand out!
We think you need these skills to ace Financial Planning Administrator in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight any relevant experience, especially if you've worked with financial systems like 'Intelligent Office'. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a bit of personality!
Showcase Your Attention to Detail:As a Financial Planning Administrator, attention to detail is key. In your application, make sure to demonstrate this skill. Whether it's through your formatting or the accuracy of your information, we want to see that you take pride in your work.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around wealth management and the services offered by Independent Financial Advisors. Be ready to discuss how you can support the team in obtaining clients' financial details and conducting AML checks.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, make sure to highlight it during the interview. If not, do some research on the system and be prepared to discuss how you would quickly get up to speed with it.
✨Showcase Your Communication Skills
As a Financial Planning Administrator, you'll need to communicate effectively with clients and product providers. Prepare examples of how you've successfully managed client relationships or resolved issues in previous roles.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about the company culture, their approach to client relationships, and how they support their staff's professional development. This shows you're genuinely interested in the role and the firm.
