At a Glance
- Tasks: Support financial advisors and manage client portfolios with a focus on exceptional service.
- Company: Boutique Chartered wealth planning firm with a strong reputation in Sussex.
- Benefits: Competitive salary, discretionary bonus, 23 days holiday, and your birthday off.
- Other info: Full study support for industry exams and opportunities for professional development.
- Why this job: Join a supportive team and grow your career while helping clients achieve their financial goals.
- Qualifications: Experience in financial administration and a passion for customer satisfaction.
The predicted salary is between 38000 - 42000 £ per year.
Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex.
In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest.
They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc.
They have very longstanding relations stretching back 20 years.
The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner .
They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention.
Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business.
They use a variety of platforms and analytical tools but use Xplan as their main back-office system....
Technical Administrator 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 Technical Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Technical Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
