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- Tasks: Create and compile suitability reports while collaborating with financial advisers.
- Company: Join a small, independent financial advisory firm in North Leeds, known for expert financial advice.
- Benefits: Enjoy a competitive salary, opportunities for professional growth, and a supportive team environment.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: 2-3 years admin experience in finance and familiarity with suitability reports required.
- Other info: Ideal for those studying towards a Level 4 Diploma in Financial Advice.
The predicted salary is between 36000 - 60000 £ per year.
My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning. We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports.
Specifically you will be responsible for:
- Work closely with IFA and Paraplanner to deliver quality suitability reports to clients
- Understand client needs and objectives based on the information provided by the Paraplanner and IFA
- Prepare clear, succinct and effective suitability reports that include all the issues that the client should be aware of with firm conclusions and recommendations
- Regularly check work, ensuring all details are correct to maintain a high level of accuracy and a low level of errors within an agreed deadline
- Provide the IFA with fund switch reports and GIA to ISA reports
- Ensure that all files are fully compliant and finished
- Deal/reply to all remedials within prompt timescales
- Input and maintain quality records on our client practice management system, Intelligent Office
- Ensure all new business applications are submitted within timescales. Amend Service Case/Binder/Opportunity for all new business and upload relevant documents in the correct binders
- Manage client queries, working alongside the Administrator to ensure client interaction is seamless
- Cover for Administrator when not in the office
- Follow all processes and procedures for the Report Writer and Administrator role
- Attend and take an active role in team meetings
- Maintain your knowledge of the Company and competitors’ products
- Observe business etiquette and confidentiality at all times
- Use initiative with regard to office tasks and functions, manage and prioritise your own workload in consultation with the IFA and paraplanner
- The job holder is responsible for his/her own health and safety
- The job holder will attend training courses and other team events as required
- The job holder will carry out such other reasonable tasks that may from time to time be allocated
We are ideally seeking a candidate who has around 2-3 years minimum experience working as an Administrator for a Financial Advisory firm, who also has around 1 year experience of being involved with the creation/production of Suitability Reports for Financial Advisers. It would be to your advantage if you are studying towards a Level 4 Diploma in Financial Advice and if you have experience using Intelligent Office. You will be a team player with excellent communication skills and good knowledge of Microsoft products, Word, Excel, Outlook etc.
A great salary is offered with the role, as well as the opportunity to progress with exams and qualifications.
Senior Administrator / Report Writer employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator / Report Writer
✨Tip Number 1
Familiarise yourself with the specific requirements of the role by reviewing the job description thoroughly. Understand the key responsibilities, especially around writing suitability reports, as this will help you tailor your discussions during interviews.
✨Tip Number 2
Network with professionals in the financial advisory sector, particularly those who have experience with Intelligent Office. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Brush up on your knowledge of compliance and regulatory standards in financial advice. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 4
Prepare to discuss your previous experiences in detail, particularly any relevant projects where you created suitability reports. Highlighting your ability to manage client queries and work collaboratively with IFAs and paraplanners will set you apart from other candidates.
We think you need these skills to ace Senior Administrator / Report Writer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Administrator in a Financial Advisory firm. Emphasise your skills in writing Suitability Reports and any relevant qualifications, such as the Level 4 Diploma in Financial Advice.
Craft a Compelling Cover Letter: In your cover letter, explain why you are a great fit for the Senior Administrator / Report Writer role. Mention your experience with Intelligent Office and your ability to manage client queries effectively.
Showcase Relevant Experience: When detailing your work history, focus on specific examples where you prepared Suitability Reports or worked closely with IFAs and Paraplanners. Use metrics or outcomes to demonstrate your impact.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for this role.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Reports
Make sure you understand the structure and content of suitability reports. Be prepared to discuss your experience in writing these reports, including any challenges you've faced and how you overcame them.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, be ready to provide examples of how you've ensured high levels of accuracy in your previous work. Mention specific tools or processes you use to double-check your work.
✨Showcase Your Teamwork Skills
This position requires collaboration with IFAs and Paraplanners. Prepare to share examples of successful teamwork experiences, highlighting how you contributed to achieving common goals.
✨Familiarise Yourself with Intelligent Office
If you have experience using Intelligent Office, be sure to mention it. If not, do some research on the software and be ready to discuss how you would adapt to using it in your role.
