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- Tasks: Support financial planners with admin tasks and ensure accurate client documentation.
- Company: Join an award-winning business with a fantastic culture and great benefits.
- Benefits: Enjoy hybrid working, free parking, paid qualifications, 30 days holiday, and more!
- Why this job: This role offers career progression and the chance to make a real impact in finance.
- Qualifications: Experience in financial services administration is essential; a degree is a plus.
- Other info: Mentor junior team members and participate in client meetings a few times a year.
The predicted salary is between 28800 - 43200 £ per year.
Do you want to work for an award winning business? Look no further! Our client has fantastic benefits and a great culture. Our client is seeking a Financial Services Administrator to work supporting their financial planners and directors. This role includes ensuring all information is accurate, updated and to help support the financial planners with their administrative workload. You will enjoy hybrid working (ability to work from multiple offices), free parking, qualifications all paid for up to chartered level, career progression, 30 days holiday plus bank holidays and much more!
Duties:
- Prepare and compile documents to create accurate client review packs and verification packs as needed.
- Deliver precise and timely information while coordinating with providers and third parties as required.
- Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
- Keep Financial Planners and team members informed of progress, escalating any concerns or complaints.
- Hold weekly review meetings with Financial Planners to discuss priorities and any arising issues.
- Assist Financial Planners in client meetings by presenting relevant sections, such as cashflow, when appropriate and approved by a line manager (2-3 times per year).
- Conduct pre- and post-meeting reviews, delegating tasks to team support when appropriate.
- Ensure meeting notes are issued within two weeks and that all actions are completed.
- Mentor and support junior team members, enabling them to take on tasks that contribute to team efficiency and enhance client service.
Requirements:
- Experience from a financial services business in administration is essential.
- Degree is desirable.
- Experience dealing with documents that require a high attention to detail.
If you think this role might be for you - apply today.
Financial Services Administrator employer: Opus Perm
Contact Detail:
Opus Perm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific products and services your potential employer offers. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in financial services administration. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your chances of landing the job.
✨Tip Number 3
Prepare for the interview by practising common questions related to financial administration tasks. Be ready to discuss how you handle attention to detail and manage multiple priorities, as these are crucial skills for the role.
✨Tip Number 4
Showcase your ability to work collaboratively by preparing examples of how you've supported team members in previous roles. Highlighting your mentoring experience with junior staff can also set you apart as a candidate who adds value to the team.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise your attention to detail and any specific achievements that demonstrate your ability to support financial planners effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your skills align with the job requirements, particularly your experience with document management and client interactions.
Highlight Relevant Experience: In your application, focus on your previous roles in financial services. Provide examples of how you've maintained accurate records, coordinated with third parties, and supported team members to enhance efficiency.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Opus Perm
✨Showcase Your Attention to Detail
As a Financial Services Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your previous roles where your meticulousness made a difference, especially in document preparation or client interactions.
✨Understand the Role's Responsibilities
Familiarise yourself with the key duties outlined in the job description. Be ready to explain how your past experiences align with these responsibilities, particularly in supporting financial planners and managing client records.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client concerns. Think of scenarios where you successfully managed challenges in a previous role, and be ready to share how you approached them.
✨Demonstrate Team Collaboration Skills
This role involves working closely with financial planners and junior team members. Highlight your experience in teamwork and mentoring, and be prepared to discuss how you can contribute to a positive team culture.
