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- Tasks: Support Financial Advisers by processing new business and preparing client review packs.
- Company: Join a growing Financial Advice business focused on career progression and professional development.
- Benefits: Enjoy 25 days holiday, paid industry exams, in-house training, and life assurance.
- Why this job: This role offers a clear path to becoming a Paraplanner or Adviser while gaining valuable experience.
- Qualifications: Experience supporting Financial Advisers is essential; enthusiasm for learning is a plus.
- Other info: Contact Richard at Recruitment22 for more details and to apply!
The predicted salary is between 22400 - 39200 £ 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.
Financial Administrator employer: recruitment22
Contact Detail:
recruitment22 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with Financial Advisers and Administrators. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the tools and software commonly used in financial administration. Being proficient in these systems can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 3
Prepare to discuss your experience in processing new business and handling client queries during the interview. Be ready to provide specific examples of how you've successfully managed similar tasks in the past.
✨Tip Number 4
Research the company culture and values of the financial advice business you're applying to. Tailor your conversation to show how your personal values align with theirs, which can make a strong impression during interviews.
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 support for financial advisers. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in the Financial Administrator position. Mention specific skills and experiences that align with the responsibilities listed in the job description.
Showcase Your Communication Skills: Since the role involves liaising with clients and advisers, emphasise your communication skills in your application. Provide examples of how you've effectively handled queries and requests in previous roles.
Highlight Career Progression Goals: Express your interest in career progression within the financial sector. Mention your desire to advance to Paraplanner or Adviser roles, as this aligns with the company's offerings for growth.
How to prepare for a job interview at recruitment22
✨Know Your Financial Terminology
Make sure you're familiar with key financial terms and concepts relevant to the role. This will not only help you answer questions confidently but also demonstrate your knowledge and commitment to the field.
✨Showcase Your Organisational Skills
As a Financial Administrator, you'll need to manage multiple tasks efficiently. Be prepared to discuss how you've successfully organised your workload in previous roles, perhaps by using specific examples or tools you've employed.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as client queries or processing new business. Think of examples from your past experience where you successfully navigated similar challenges.
✨Express Your Career Aspirations
Since this role offers progression to Paraplanner and Adviser, be ready to discuss your career goals. Show enthusiasm for growth within the company and how you plan to achieve those aspirations.
