At a Glance
- Tasks: Support advisers with client administration and new business processing.
- Company: Join a growing international wealth management group in Guildford.
- Benefits: Competitive salary up to £38,000 and opportunities for career growth.
- Other info: Full-time role with a focus on collaboration and operational support.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 35000 - 38000 £ per year.
James & Partners is working with a growing international wealth management group that is looking to appoint an experienced Financial Services Administrator to join its UK office in Guildford. This is an excellent opportunity to join a business with an established UK presence and a wider international footprint across multiple wealth management markets. The role will sit within the UK business, but the successful candidate will be joining a group that continues to build out its platform, adviser support function and operational capability across both the UK and overseas.
The position will suit someone who enjoys being close to the advisers, senior leadership and the client administration process, rather than sitting in a narrow, purely process driven role. The successful candidate will work closely with an existing administrator in the Guildford office and support the wider UK wealth management team across new business, client servicing, reviews, provider liaison and adviser support. This is not a full paraplanning role. However, the client would be particularly interested in someone who has some exposure to paraplanning, report preparation or technical financial planning support, and who understands what a good client file, review pack and advice process should look like.
Key responsibilities will include:
- Supporting advisers with client administration, new business processing and ongoing servicing
- Preparing and maintaining client files, records and internal documentation
- Liaising with platforms, providers, advisers and clients
- Supporting annual reviews, valuations and policy information gathering
- Tracking outstanding cases and ensuring work progresses efficiently
- Assisting with client onboarding and documentation
- Helping maintain strong internal processes and compliance standards
- Providing wider operational support where required
The successful candidate will ideally have:
- Previous experience in financial services administration
- Experience within wealth management, financial planning or an IFA environment
- A good understanding of pensions, investments and general financial planning administration
- Experience dealing with platforms and providers
- Strong attention to detail and organisation
- Confident communication skills
- A practical, reliable and proactive approach
- Some exposure to paraplanning or report preparation would be beneficial, but is not essential.
The role is full time, Monday to Friday, and will initially be office based in Guildford four days per week. This is a strong opportunity for an experienced financial services administrator who wants to join a growing international wealth management group, support the continued development of its UK operation and play an important part in building out a high quality support function.
For a confidential discussion, please contact Zak James at James & Partners.
Financial Services Administrator in Woking employer: James & Partners
James & Partners offers a dynamic and supportive work environment in Guildford, where employees are encouraged to grow and develop their skills within the wealth management sector. With a focus on collaboration and client service, the company provides excellent opportunities for professional advancement while being part of a respected international group. Employees benefit from a strong team culture, competitive salary packages, and the chance to contribute meaningfully to the success of the UK operation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Woking
✨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 James & Partners. 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 Financial Services Administrator in Woking
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 James & Partners.
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 James & Partners'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 James & Partners
✨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 James & Partners.
✨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 James & Partners 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 James & Partners 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.
