Back to search
Plus: Bonus + Study Support + Hybrid Working (Part-time options also available)
Are you an experienced Financial Administrator looking to join a well-established wealth management firm where you can make a real impact? This is an exceptional opportunity to work with a dynamic team of professional Financial Advisors who have been serving their local community for over two decades. The firm is now seeking a skilled Financial Administrator to join their highly organised team, providing essential support in delivering high-quality, compliant financial advice and wealth management services.
The firm has built a strong reputation for offering excellent customer service and holistic financial planning solutions, and they are looking for a Financial Administrator who shares their commitment to delivering ethical and comprehensive wealth management services. This is a fantastic opportunity to further your career in the financial services industry while being part of a supportive and experienced team.
What’s On Offer:
- Competitive Salary: £30,000 - £37,000 depending on experience.
- Bonus Scheme: Performance-based bonuses.
- Study Support: Full support towards obtaining your Diploma in Financial Planning, helping you progress towards becoming an IFA or Paraplanner.
- Hybrid Working: Flexibility to work from home, with part-time options available to suit your lifestyle.
- Career Growth: Clear progression opportunities to move towards becoming a Paraplanner or Independent Financial Advisor (IFA).
Key Responsibilities:
- Administration Support: As a Financial Administrator, you will handle the day-to-day administrative duties behind pensions, investments, and other financial services products. Your attention to detail will ensure that all client records are maintained accurately and all financial transactions are processed smoothly.
- Client Communications: You will play a crucial role in client relations, communicating effectively to schedule meetings, gather necessary information, and keep clients updated on their financial portfolios.
- Report Preparation: You will assist the advisors by preparing comprehensive reports for client review meetings, ensuring that all reports are compliant and aligned with the firm’s high standards.
- Client Service: Providing an excellent level of service will be at the core of your role. You'll handle client queries, provide support during meetings, and ensure that clients receive timely and relevant information.
- Ad-Hoc Support: As a Financial Administrator, you'll also take on other administrative tasks as required, ensuring that the office runs smoothly and efficiently.
What We’re Looking For:
- Previous Experience: You’ll need a solid background in Financial Administration, ideally within an IFA practice or wealth management firm, where you’ve gained exposure to financial products, services, and client interaction.
- Proven Ability: Experience in supporting financial advisors by preparing reports, managing client communications, and overseeing administrative processes related to pensions, investments, and wealth management services.
- Attention to Detail: The ability to manage multiple tasks while maintaining a high level of accuracy and professionalism.
- Client-Focused: A genuine interest in providing the best service to clients, with excellent communication skills and the ability to build strong, lasting relationships.
- Career Aspirations: This role offers a fantastic opportunity for someone looking to develop their career in the financial services industry, with the possibility of advancing towards becoming an IFA or Paraplanner in the future.
Why Join This Firm?
- Ethical and Holistic Approach: This firm prides itself on offering conscientious and ethical financial services, and you’ll be part of a team that prioritises the long-term financial well-being of clients.
- Supportive Environment: You’ll receive ongoing training and support, with the opportunity to work alongside experienced professionals who are committed to your career development.
- Long-Term Career Growth: With the opportunity to study towards your financial planning diploma, you will have the chance to grow within the firm and take on more responsibilities over time.
If you are looking for an exciting, long-term career opportunity where you can build your skills, enhance your qualifications, and contribute to a thriving business, this is the role for you.
Interested in learning more?Please send a copy of your CV to Laura at Financial Divisions and let me know a convenient time for me to give you a call to discuss the opportunity further. We look forward to hearing from you!
