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- Tasks: Join our team as a Financial Services Administrator, handling client interactions and processing investments.
- Company: Staffpower Group represents a well-established financial firm in Harrogate, known for its professionalism.
- Benefits: Enjoy a competitive salary, 27 days leave, pension scheme, and free on-site parking.
- Why this job: This role offers stability, a supportive environment, and the chance to grow in financial services.
- Qualifications: You need at least 2 years' experience in an IFA firm and familiarity with Xplan is a plus.
- Other info: This is a full-time, office-based position with Monday to Friday hours.
The predicted salary is between 28000 - 32000 £ per year.
Location: Harrogate
Salary: £28,000 – £32,000 (dependent on experience)
Job Type: Full-time (office-based)
Staffpower Group is proud to be recruiting on behalf of a well-established and reputable client based in Harrogate. We are seeking a Financial Services Administrator to join their team. This is a fantastic opportunity for someone looking to secure a long-term, stable role within a professional environment.
Key Responsibilities:
- Minimum of 2 years’ experience working within an IFA firm
- Obtaining quotes, processing investments, and regular client contact
- Liaising with product providers
- Supporting Financial Advisers and Paraplanners
- Experience using Xplan is a distinct advantage
- Processing and monitoring new business applications
- Ability to work independently and collaboratively within a team
What’s on offer:
- Salary: £28,000 – £32,000 (DOE)
- Full-time hours: Monday to Friday, 9am – 5pm
- Office-based role (Harrogate)
- 27 days annual leave + statutory holidays
- Group pension scheme
- 2x Death in Service cover
- Free on-site parking
If you’re an experienced financial services professional looking to join a supportive and reputable firm, we’d love to hear from you.
Financial Services Administrator employer: Staff Power Group
Contact Detail:
Staff Power Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience working in IFA firms. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with Xplan software if you haven't already. Consider taking an online course or watching tutorial videos to boost your confidence and demonstrate your commitment to mastering the tools used in the role.
✨Tip Number 3
Prepare to discuss your previous experience in obtaining quotes and processing investments during the interview. Be ready to share specific examples of how you've successfully supported Financial Advisers and Paraplanners in your past roles.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, mission, and the services they offer. This will help you tailor your responses and show that you're genuinely interested in becoming a part of their 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 your relevant experience in financial services, particularly any roles within an IFA firm. Emphasise your skills in obtaining quotes, processing investments, and liaising with product providers.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience with Xplan if applicable, and explain how your background makes you a great fit for the Financial Services Administrator position.
Highlight Key Skills: In your application, be sure to mention your ability to work independently and as part of a team. Provide examples of how you've supported Financial Advisers and Paraplanners in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Staff Power Group
✨Showcase Your Experience
Make sure to highlight your minimum of 2 years' experience in an IFA firm during the interview. Be prepared to discuss specific examples of how you've obtained quotes, processed investments, and maintained client relationships.
✨Familiarise Yourself with Xplan
If you have experience using Xplan, be ready to talk about it. If not, consider doing a bit of research or even a quick tutorial before the interview. Demonstrating knowledge of this software can set you apart from other candidates.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and the role itself. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Demonstrate Teamwork and Independence
Be ready to discuss examples where you've successfully worked both independently and as part of a team. This role requires a balance of both skills, so showcasing your versatility will be beneficial.
