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- Tasks: Support Financial Advisers with admin tasks and client interactions.
- Company: Join a professional and friendly team dedicated to client service excellence.
- Benefits: Enjoy opportunities for professional development and a supportive work environment.
- Why this job: Gain valuable experience in financial services while making a real impact on clients' lives.
- Qualifications: Previous experience in finance is preferred; strong communication and organisational skills are essential.
- Other info: Perfect for those eager to learn and grow in the financial sector.
The predicted salary is between 28800 - 43200 £ per year.
Are you detail-oriented, proactive, and passionate about delivering outstanding client service? We are looking for an Administrator to support our client's team of Financial Advisers in providing exceptional service to clients.
What you'll be doing:
- Providing comprehensive administrative support to ensure the Financial Advisers can meet client demands effectively.
- Organising and scheduling client appointments.
- Managing and updating client databases, ensuring records are accurate and compliant.
- Preparing client meeting packs, including files and valuations.
- Drafting financial suitability letters with recommendations for investments, withdrawals, and transfers.
- Handling all types of client correspondence and preparing supporting documentation.
- Processing client transactions, including new applications, withdrawals, and fund switches.
- Liaising with providers to obtain necessary paperwork, monitor application progress, and keep records up to date.
- Attending client meetings with Financial Advisers where required.
- Opening, sorting, and distributing post in a timely manner.
- Supporting research and analysis to tailor financial recommendations to individual client needs.
What we're looking for:
- Previous experience in a similar role within financial services or wealth management.
- Strong organisational and time management skills with an ability to prioritise effectively.
- Excellent communication skills and attention to detail.
- Comfortable working independently and as part of a team.
- A proactive approach with a strong client-focused mindset.
- Experience with financial platforms and CRM systems is a plus.
Why join us?
You will be part of a professional, friendly team that values your input and supports your development. You might be new to the Financial Services space, looking for a company to support your professional development. Our client presents a unique and exciting opportunity for the right candidate to continue to learn and grow. Apply for more information now!
Financial Administrator employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited 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 Financial Administrators. Understanding the key responsibilities and challenges they face will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with people who can provide insights and potentially refer you to job openings.
✨Tip Number 3
Brush up on your organisational and time management skills. Consider using tools or apps that can help you manage tasks efficiently, as these skills are crucial for a Financial Administrator role.
✨Tip Number 4
Prepare to discuss your client service experience in detail. Think of specific examples where you went above and beyond to meet client needs, as this will showcase your proactive approach and client-focused mindset.
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 services or wealth management. Emphasise your organisational skills, attention to detail, and any experience with financial platforms or CRM systems.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your proactive approach. Mention specific examples of how you've supported teams in the past and how you can contribute to the Financial Advisers' success.
Highlight Relevant Skills: In your application, clearly outline your strong communication skills and ability to manage time effectively. Provide examples of how you've prioritised tasks in previous roles to meet client demands.
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 role of Financial Administrator.
How to prepare for a job interview at Fram Executive Search Limited
✨Showcase Your Attention to Detail
As a Financial Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your previous roles where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Organisational Skills
Highlight your ability to manage multiple tasks effectively. You might want to share how you prioritise your workload and ensure deadlines are met, especially in a fast-paced environment.
✨Prepare for Client Interaction Scenarios
Since the role involves client correspondence and meetings, think of scenarios where you've successfully handled client queries or issues. This will show your proactive approach and client-focused mindset.
✨Familiarise Yourself with Financial Platforms
If you have experience with financial platforms or CRM systems, be ready to discuss this knowledge. If not, consider researching common tools used in the industry to demonstrate your willingness to learn.
