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For Companies At a Glance
- Tasks: Support client accounts and assist with financial planning processes daily.
- Company: Join a well-established firm in Wakefield with a friendly team atmosphere.
- Benefits: Enjoy a competitive salary, development opportunities, and a comprehensive benefits package.
- Why this job: This role offers growth potential and the chance to make a real impact in finance.
- Qualifications: Experience in financial planning or share dealing is preferred; strong communication skills are essential.
- Other info: Ideal for proactive individuals looking to advance their career in finance.
The predicted salary is between 24000 - 40000 £ per year.
We are recruiting on behalf of a well-established firm in Wakefield that is seeking a dedicated professional to join their team.
The Role:
- As a Shares and Finance Administrator, you will provide essential support, ensuring the smooth running of client accounts and assisting with financial planning processes.
- Your responsibilities will include:
- Preparing reports and documentation for client meetings
- Administering Shares transactions
- Processing new business applications and policy administration
- Liaising with clients, providers, and advisers to manage queries
- Maintaining accurate records and compliance with FCA regulations
- Supporting advisers with research and financial planning tasks
The Ideal Candidate:
- Experience in a financial planning, share dealing or IFA administration role
- Strong knowledge of financial products, including pensions and investments
- Excellent organisational and communication skills
- Attention to detail and ability to manage multiple tasks
- Experience with financial software and CRM systems (desirable)
If you are a proactive and detail-oriented financial administrator looking to take the next step in your career, apply today!
Shares and Finance Administrator in Wakefield, West Yorkshire employer: Elevation Recruitment
Contact Detail:
Elevation Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Shares and Finance Administrator in Wakefield, West Yorkshire
✨Tip Number 1
Familiarise yourself with the latest financial products and regulations, especially those related to shares and investments. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the finance sector, particularly those who work in share dealing or IFA administration. Attend local finance events or join online forums to connect with potential colleagues and learn more about the industry.
✨Tip Number 3
Brush up on your organisational and communication skills by taking part in workshops or online courses. Being able to manage multiple tasks efficiently while communicating clearly is crucial for this role.
✨Tip Number 4
Gain hands-on experience with financial software and CRM systems. If you don’t have direct experience, consider taking a short course or tutorial to familiarise yourself with these tools, as they are often essential in administrative roles.
We think you need these skills to ace Shares and Finance Administrator in Wakefield, West Yorkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, share dealing, or IFA administration. Emphasise your knowledge of financial products and any specific software you have used.
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 responsibilities listed in the job description, particularly your organisational and communication skills.
Highlight Relevant Experience: In your application, provide specific examples of your previous work that demonstrate your attention to detail and ability to manage multiple tasks. This could include preparing reports, administering transactions, or liaising with clients.
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 the Shares and Finance Administrator role.
How to prepare for a job interview at Elevation Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Being able to discuss these confidently will show that you're well-prepared and understand the industry.
✨Demonstrate Organisational Skills
Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will highlight your organisational skills, which are crucial for the role of a Shares and Finance Administrator.
✨Familiarise Yourself with FCA Regulations
Since compliance is key in this role, take some time to review relevant FCA regulations. Being able to discuss how you ensure compliance in your work will impress your interviewers.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
