Financial Administrator
Job description
Original text imported from Reed
- Financial Planning Administrator
- £30k - £38k plus bonuses
- Established Wealth Management Firm
- Offices in Godalming (Surrey)
- 25 days annual leave plus PMI & DIS
- 4 days in the office per week
My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments.
The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers’ inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business.
Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser.
The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme.
If this role of interest please get in touch with Peter at Financial Divisions.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight any experience with Intelligent Office prominently in your skills section — the advert flags it as 'highly advantageous' and it is the firm's primary CRM.
📊 Quantify your client administration workload: e.g. 'Managed onboarding documentation for 40+ new clients per quarter, reducing processing time by 20%'.
🎯 Specifically name the platforms you have used (Quilter, Aviva, Elevate, Transact, Standard Life Wrap) in a dedicated 'Platforms & Systems' section — the advert lists all five by name.
🔍 Demonstrate AML experience explicitly: reference the checks you conducted, the volume handled, and any regulatory frameworks followed (e.g. FCA, HMRC requirements).
🤝 Mention exposure to paraplanners or financial advisers in your work history — the advert specifically highlights this as a benefit, signalling it is central to the role.
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Processed onboarding documentation for 35 new HNW clients per quarter across Quilter and Transact platforms, maintaining 100% AML compliance with zero regulatory breaches over 18 months.
- •Prepared meeting packs, valuations and letters of authority for a team of 4 financial advisers, reducing adviser preparation time by 30% through standardised document templates.
- •Coordinated with 12 product providers to resolve outstanding transfer queries, cutting average resolution time from 15 to 8 working days and improving client satisfaction scores.
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Letter preview — tailored to Financial Divisions
Dear Hiring Manager,
Financial Divisions' Financial Planning Administrator vacancy at the Godalming IFA firm is a strong match for my background in wealth management administration. Having worked with investment platforms including Quilter and Transact and conducted AML checks and client onboarding as core parts of my daily role, I am confident I can support the adviser team from day one. Experience preparing meeting packs, letters of authority and valuations means I understand the pace and accuracy this environment demands.
My background in financial services administration includes supporting a team of advisers with HNW client portfolios, coordinating with product providers, and maintaining compliant client records. I have worked within FCA-regulated firms where attention to detail and timely communication with providers were non-negotiable, and I have consistently delivered accurate documentation under tight deadlines.
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Interview questions
10 questions generated from this advert.
Technical
- ›Walk me through your experience using Intelligent Office — how have you used it to manage client records and tasks?
- ›Which investment platforms (e.g. Quilter, Transact, Aviva) have you worked with, and what tasks did you perform on each?
- ›How do you conduct AML checks, and what documentation do you typically gather during client onboarding?
- ›Describe the process you follow when preparing meeting packs and valuations for a financial adviser.
- ›How do you manage letters of authority — from drafting through to chasing providers and updating records?
Behavioural
- ›Tell me about a time you managed multiple competing deadlines in an administrative role — how did you prioritise?
- ›Describe a situation where you identified an error in a client document before it reached an adviser or client. What did you do?
- ›Give an example of when you had to liaise with an external product provider to resolve a client query. What was the outcome?
- ›Tell me about a time you supported a new team member or helped improve an administrative process.
- ›Describe a situation where you had to handle a sensitive client matter with discretion and professionalism.
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you managed multiple competing deadlines in an administrative role — how did you prioritise?
Describe a situation where you identified an error in a client document before it reached an adviser or client. What did you do?