At a Glance
- Tasks: Support Financial Planners with administration and client service tasks in a modern financial planning firm.
- Company: A growing financial planning business focused on high-quality advice and exceptional client experience.
- Benefits: Competitive salary, hybrid working, private medical insurance, and generous holiday allowance.
- Other info: Opportunity for professional growth in a supportive and progressive environment.
- Why this job: Join a dynamic team and make a real impact in the financial services industry.
- Qualifications: Experience in financial services administration and strong organisational skills required.
The predicted salary is between 40500 - 49500 £ per year.
This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business.
You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business.
This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff.
Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service.
Responsibilities will include:
- Taking ownership of the new business application process
- Processing new business within agreed service levels
- Working with providers and other third parties
- Handling letters of authority and transfer authorities
- Issuing documentation
- Maintaining accurate records on internal systems
- Assisting with pipeline updates
- Helping ensure planners are fully prepared for client meetings
- Dealing with telephone queries
- Supporting the management of incoming and outgoing post when required
- Helping resolve outstanding issues
- Looking for ways to improve processes and client outcomes
Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed.
Benefits include:
- Competitive salary depending on experience
- Hybrid working with 3 days in the office
- Private Medical Insurance
- Medicash Health Cash Plan
- Pension plan with 5% employer contribution and minimum 3% employee contribution
- Group Life Assurance at 4x base salary
- 28 days holiday, rising to 30 days after 2 years of service
Admin - Independent Financial Adviser (Ifa) employer: Finlink Ltd
Join a dynamic and expanding team as a Trainee Mortgage Adviser, where your ambition and sales experience can lead to a rewarding career in financial services. With a structured training programme, supportive colleagues, and clear pathways for progression, you will quickly transition from trainee to fully qualified Mortgage Adviser, all while enjoying competitive earnings and a vibrant work culture. Located in a thriving market, this role offers not just a job, but a meaningful career with ample growth opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Admin - Independent Financial Adviser (Ifa)
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Finlink Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Finlink Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Finlink Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Admin - Independent Financial Adviser (Ifa)
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Finlink Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Finlink Ltd how you can be a team player!
How to prepare for a job interview at Finlink Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Finlink Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Finlink Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
