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- Tasks: Support Financial Advisers with admin tasks and client communications.
- Company: Join a respected financial services firm in Cheltenham with a loyal client base.
- Benefits: Enjoy career progression, training opportunities, and a supportive work environment.
- Why this job: Be part of a reputable company that values detail-oriented individuals and offers growth.
- Qualifications: 2+ years in financial services and knowledge of financial products are essential.
- Other info: Ideal for proactive team players looking to make an impact.
The Burford Recruitment Company are recruiting on behalf of a respected and expanding financial services firm based in Cheltenham. This established company provides specialist advice to a loyal and growing client base, and they are now seeking a diligent and motivated Senior Administrator to support their team of Financial Advisers. This is a fantastic opportunity for a detail-oriented and client-focused individual to step into a pivotal administrative role in a professional and supportive environment. The company has a strong reputation within its niche sector and offers real opportunities for progression and development within the financial services field. An understanding of the following products would be advantageous: Mortgages, Protection, Investments and Pensions. Career progression allows candidates to further their training, experience, and earning potential.
Key Responsibilities:
- Provide administrative support to Financial Advisers across the business
- Process new business applications via a range of provider platforms
- Maintain and update client records with accuracy and attention to compliance
- Prepare and issue documentation, including client and suitability reports
- Liaise with providers in relation to pensions, investments, protection, and mortgage products
- Handle both client and provider calls in a professional and efficient manner
- Work closely with individual advisers on a 1:1 basis to ensure seamless support
- Contribute to team performance while managing your own workload effectively
The Ideal Candidate:
- A minimum of 2 years' experience in financial services (essential)
- Previous experience supporting Financial Advisers or working in a wealth management environment
- Knowledge of pensions, investments, protection, and mortgage products
- Strong administrative and organisational skills with excellent attention to detail
- Clear and confident communication skills, both written and verbal
- A team player with a proactive, can-do attitude
Senior Administrator employer: The Burford Recruitment Company Ltd
Contact Detail:
The Burford Recruitment Company Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as mortgages, pensions, and investments. This knowledge will not only help you stand out during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as Financial Advisers. Engaging with them can provide valuable insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle administrative tasks relevant to the role. Think about scenarios where you've successfully supported a team or managed client communications effectively.
✨Tip Number 4
Showcase your organisational skills by discussing specific tools or methods you use to manage your workload. Being able to articulate your approach to maintaining accuracy and compliance will impress potential employers.
We think you need these skills to ace Senior Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly any roles where you supported Financial Advisers. Emphasise your administrative skills and attention to detail, as these are crucial for the Senior Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific role. Mention your understanding of financial products like mortgages, pensions, and investments, and how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, clearly outline your strong organisational skills and your ability to manage workloads effectively. Provide examples of how you've contributed to team performance in past roles, as this will demonstrate your capability to work well in a supportive environment.
Proofread Your Application: Before submitting your application, take the time to proofread it thoroughly. Check for any spelling or grammatical errors, and ensure that your communication is clear and professional. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at The Burford Recruitment Company Ltd
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in financial services, especially if you've supported Financial Advisers or worked in a wealth management environment. Be prepared to discuss specific examples of how you've contributed to team performance and managed your workload effectively.
✨Demonstrate Attention to Detail
As a Senior Administrator, attention to detail is crucial. During the interview, provide examples of how you've maintained accuracy in client records and compliance in your previous roles. This will show that you understand the importance of precision in this position.
✨Familiarise Yourself with Relevant Products
Brush up on your knowledge of mortgages, protection, investments, and pensions. Being able to discuss these products confidently will demonstrate your understanding of the industry and your readiness to support Financial Advisers effectively.
✨Prepare for Communication Scenarios
Since the role involves liaising with clients and providers, be ready to discuss how you handle calls professionally and efficiently. You might even want to role-play some scenarios with a friend to practice clear and confident communication.
