At a Glance
- Tasks: Support Financial Planners and ensure clients receive exceptional service throughout their financial journey.
- Company: Join a modern, fast-growing financial planning business with a collaborative culture.
- Benefits: 28 days holiday, private medical insurance, hybrid working, and professional development support.
- Other info: Exciting growth plans and significant investment in technology for career advancement.
- Why this job: Be part of a technology-driven team transforming client experiences in financial planning.
- Qualifications: Experience in financial services administration and strong organisational skills required.
Join a modern, fast-growing and forward-thinking financial planning business! Recruit Wealth are delighted to be representing a highly ambitious and fast-growing national financial planning business in their search for an experienced Administrator to join their Advice Operations team for their Westerham regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within financial planning and wealth management.
You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.
The Opportunity
As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a financial planning or wealth management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.
Key Responsibilities
- Managing the end-to-end new business administration process
- Processing new business accurately and efficiently within agreed service standards
- Liaising with providers, solicitors, accountants and third parties
- Handling Letters of Authority and provider follow-ups
- Supporting Financial Planners with pipeline management and client servicing
- Maintaining accurate and compliant client records across internal systems
- Assisting with meeting preparation and ongoing client communications
- Managing incoming and outgoing correspondence and documentation
- Delivering exceptional client service via telephone and email
- Supporting process improvements and operational efficiencies across the business
What We’re Looking For
We are keen to speak with individuals who have:
- Previous experience within a financial planning, wealth management or wider financial services business
- Experience working in a Client Administrator, Financial Services Administrator or similar support role
- Strong organisational skills with excellent attention to detail
- The ability to manage multiple priorities within a busy environment
- Excellent communication and relationship-building skills
- A proactive and team-focused approach
- Good working knowledge of Microsoft Office and provider platforms & back office systems
- Experience using back-office systems such as CURO would be advantageous, although training can be provided.
Why Apply?
- Join a highly respected and growing financial planning business
- Work within a supportive and collaborative culture
- Genuine opportunities for progression and development
- Modern systems and technology-focused environment
- Be part of a business committed to delivering outstanding client outcomes
- Hybrid working
Benefits of joining the business:
28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus, Hybrid/Work from home, Full support for further professional qualifications.
If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive financial planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today.
IFA Administrator in Westerham employer: Recruit Wealth Ltd
Recruit Wealth Ltd is an excellent employer that prioritises a modern and supportive work culture, offering flexible hours and an early finish on Fridays to promote work-life balance. Employees benefit from collaborative teamwork with experienced Financial Planners, ensuring ample opportunities for professional growth and development in the financial planning sector. The company's commitment to tailored solutions and technical excellence makes it a rewarding place for those seeking meaningful employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Westerham
✨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 Recruit Wealth 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 Recruit Wealth 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 Recruit Wealth 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 IFA Administrator in Westerham
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 Recruit Wealth 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 Recruit Wealth Ltd how you can be a team player!
How to prepare for a job interview at Recruit Wealth 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 Recruit Wealth 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 Recruit Wealth 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!
