At a Glance
- Tasks: Provide admin support to financial advisors and manage client communications.
- Company: Established Wealth Management firm in Surrey with a friendly team.
- Benefits: Up to £39k salary, 25 days holiday, hybrid working, and professional development support.
- Other info: Opportunities for career growth and flexible working arrangements.
- Why this job: Join a supportive culture and make a real difference in clients' financial journeys.
- Qualifications: Experience as an IFA Administrator or Investment Administrator with strong attention to detail.
The predicted salary is between 31950 - 39050 £ per year.
We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients.
Alongside a competitive salary of up to £39k, the benefits package is excellent, including:
- 25 days holiday plus Bank Holidays
- Pension (5% employer contribution)
- Private health insurance for employee and partner
- Life insurance
- Annual salary review
- Annual bonus
- Hybrid working (on completion of probation, 1 day a week working from home)
- Flexible working policy
- Support for professional development including study support for relevant qualifications and time off for events
- Opportunities for career development
- A really supportive, friendly culture
Duties include:
- Provide administrative support to financial advisors
- Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc.
- Support annual review processes, ensuring client records are up to date
- Liaise with product providers, ensuring all compliance requirements are met
- Maintain accurate client data within internal systems
- Support with client updates and communications
- Process new business applications, including checks to confirm documentation is accurate
- Process client requests including withdrawals, statements, change of information etc.
We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach.
For more information please apply now!
IFA Administrator in Guildford employer: Morgan McKinley Careers
Morgan McKinley offers a dynamic and supportive work environment in Tiverton, where employees are encouraged to grow and develop their skills. With ambitious growth plans and a focus on transformation, the company provides unique opportunities for professional advancement and involvement in strategic initiatives. The collaborative culture fosters teamwork and innovation, making it an excellent employer for those seeking meaningful and rewarding careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Guildford
✨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 Morgan McKinley Careers. 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 IFA Administrator in Guildford
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 Morgan McKinley Careers.
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 Morgan McKinley Careers'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 Morgan McKinley Careers
✨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 Morgan McKinley Careers.
✨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 Morgan McKinley Careers 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 Morgan McKinley Careers 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.
