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- Tasks: Support a team in financial management through client communication and application processing.
- Company: Join a professional local business with a focus on financial services.
- Benefits: Enjoy 33 days annual leave, hybrid working options, and performance bonuses.
- Why this job: Gain valuable experience in finance while building client relationships in a supportive environment.
- Qualifications: GCSEs in English and Maths at grade C or above; organisational skills are essential.
- Other info: Previous experience in financial wealth management is a plus but not required.
The predicted salary is between 28800 - 48000 £ per year.
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An exciting opportunity for a candidate to join a professional local business has arisen. Within this office-based role as a Financial Administrator, you will be trained and be responsible for supporting a team who specialise in financial management.
- Responding to inbound calls and emails from clients
- Carrying out ID and fraud checks
- Submitting applications via email or portals
- Collating letters relating to applications and sending to managers
- Preparing offer letters following successful applications to send to the client
- Collecting and issuing payments to relevant parties
- Updating clients at least once a week and building a rapport
- Ensuring all policies and procedures are adhered to
- Contacting solicitors and third parties for updates on cases
- Setting up new cases and tracking through to completion and payment
- Drafting letters, updating the ledger with monies received, chasing any fees payable
This role requires you to have GCSEs in English and Math at C or above, be extremely well organised, have professional telephone skills, be self-motivated and confident to manage your own workload. Due to the nature of the role, anyone with previous experience of working within financial wealth management or knowledge of this would be advantageous.
Our client offers 33 days annual leave inclusive of bank holidays, the potential of a hybrid working model, various progression and development opportunities and an annual performance-based bonus.
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Financial Administrator employer: Forrest Recruitment
Contact Detail:
Forrest Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Familiarise yourself with financial management terminology and processes. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Practice your professional telephone skills by role-playing common scenarios you might encounter in the role. This will boost your confidence and ensure you're ready to handle client calls effectively.
✨Tip Number 3
Network with professionals in the financial sector, especially those who work in wealth management. They can provide insights into the industry and may even refer you to opportunities within their organisations.
✨Tip Number 4
Research the company culture and values of the organisation you're applying to. Tailoring your approach to align with their ethos can make a significant difference in how you present yourself during the interview process.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial management or administration. Emphasise any previous roles where you handled client communications, managed workloads, or dealt with financial processes.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Financial Administrator role. Mention specific skills that align with the job description, such as your organisational abilities and professional telephone skills.
Highlight Relevant Qualifications: Clearly state your GCSEs in English and Maths, ensuring they are easily visible. If you have any additional qualifications related to finance or administration, be sure to include those as well.
Showcase Your Soft Skills: The role requires self-motivation and confidence. Use examples from past experiences to demonstrate how you've successfully managed your workload and built rapport with clients or colleagues.
How to prepare for a job interview at Forrest Recruitment
✨Know Your Financial Basics
Brush up on your financial terminology and concepts. Since the role involves financial management, being able to discuss topics like ID checks, fraud prevention, and payment processes will show your understanding and readiness for the position.
✨Demonstrate Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. This role requires excellent organisational skills, so be ready to explain how you prioritise your workload and keep track of important deadlines.
✨Practice Professional Communication
Since you'll be handling client calls and emails, practice your professional communication skills. Be clear and concise in your responses, and prepare to discuss how you would build rapport with clients over the phone.
✨Show Enthusiasm for Learning
Express your eagerness to learn and grow within the company. Highlight any previous experiences where you took the initiative to develop your skills, especially in financial management or related fields, to demonstrate your commitment to the role.
