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- Tasks: Support Financial Advisers by processing new business and preparing client review packs.
- Company: Join a growing Financial Advice business in Huddersfield with a focus on career progression.
- Benefits: Enjoy 25 days holiday, professional exam support, and a day off for your birthday.
- Why this job: This role offers a chance to grow into a Paraplanner or Adviser while working in a supportive environment.
- Qualifications: Experience supporting Financial Advisers is essential; enthusiasm for learning is a plus.
- Other info: Hybrid working model available, with in-house training and annual salary reviews.
The predicted salary is between 24000 - 42000 £ per year.
We're working with a growing Financial Advice business who are in need of a Financial Administrator. A Financial Administrator who has experience supporting Financial Advisers, who wants to join a business where they can further their career.
You will:
- Process new business
- Process fund switches and transfers
- Prepare client review packs
- Complete portfolio illustration requests
- Arrange client meetings for Financial Advisers
- Liaise with clients, advisers and 3rd parties and handle queries and requests
If you have this experience and are keen to apply, your benefits will include:
- Professional industry exams paid for and study supported.
- 25 days holiday (exc. Bank holidays)
- Holiday Purchase scheme
- In-House Training Academy
- Annual Salary Review
- Day-off on Birthday
- Life Assurance & Pension
- Progression through to Paraplanner & Adviser if desired
Apply now or contact Richard at Recruitment22 for more information.
Contact Detail:
recruitment22 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Administrator. Understanding the key responsibilities and processes, such as fund switches and client meetings, will help you speak confidently about your experience during interviews.
✨Tip Number 2
Network with professionals in the financial sector, particularly those who work as Financial Administrators or Advisers. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle specific scenarios related to client queries and administrative tasks. This will demonstrate your problem-solving skills and readiness for the role.
✨Tip Number 4
Research our company culture and values at StudySmarter. Tailoring your conversation to align with our mission and demonstrating how you can contribute to our team will make a strong impression 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 administration and supporting financial advisers. Use specific examples of tasks you've completed that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in the Financial Administrator role and how your skills and experiences make you a great fit. Mention your desire for career progression and any relevant qualifications.
Highlight Relevant Skills: In your application, emphasise skills such as organisation, communication, and attention to detail. These are crucial for processing new business and liaising with clients and advisers.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at recruitment22
✨Know Your Financial Terminology
Brush up on key financial terms and concepts relevant to the role. Being able to speak confidently about topics like fund switches, portfolio illustrations, and client reviews will show your expertise and readiness for the position.
✨Demonstrate Your Organisational Skills
As a Financial Administrator, you'll need to manage multiple tasks efficiently. Prepare examples of how you've successfully organised meetings, processed requests, or handled client queries in previous roles to showcase your organisational abilities.
✨Prepare Questions for the Interviewer
Show your interest in the company and the role by preparing thoughtful questions. Ask about the team dynamics, opportunities for progression, or the types of clients you would be working with. This demonstrates your enthusiasm and commitment to the role.
✨Highlight Your Communication Skills
Effective communication is crucial in this role. Be ready to discuss how you've liaised with clients, advisers, and third parties in the past. Use specific examples to illustrate your ability to handle queries and maintain professional relationships.
