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- Tasks: Support financial planners with admin tasks and ensure accurate client documentation.
- Company: Join an award-winning business known for its fantastic culture and benefits.
- Benefits: Enjoy hybrid working, free parking, paid qualifications, 30 days holiday, and more!
- Why this job: Be part of a supportive team that values career progression and client service.
- Qualifications: Experience in financial services administration is essential; a degree is a plus.
- Other info: Mentor junior team members and participate in client meetings a few times a year.
The predicted salary is between 28800 - 43200 £ per year.
Do you want to work for an award winning business? Look no further! Our client has fantastic benefits and a great culture. Our client is seeking a Financial Services Administrator to work supporting their financial planners and directors. This role includes ensuring all information is accurate, updated and to help support the financial planners with their administrative workload. You will enjoy hybrid working (ability to work from multiple offices), free parking, qualifications all paid for up to chartered level, career progression, 30 days holiday plus bank holidays and much more!
Duties:
- Prepare and compile documents to create accurate client review packs and verification packs as needed.
- Deliver precise and timely information while coordinating with providers and third parties as required.
- Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
- Keep Financial Planners and team members informed of progress, escalating any concerns or complaints.
- Hold weekly review meetings with Financial Planners to discuss priorities and any arising issues.
- Assist Financial Planners in client meetings by presenting relevant sections, such as cashflow, when appropriate and approved by a line manager (2-3 times per year).
- Conduct pre- and post-meeting reviews, delegating tasks to team support when appropriate.
- Ensure meeting notes are issued within two weeks and that all actions are completed.
- Mentor and support junior team members, enabling them to take on tasks that contribute to team efficiency and enhance client service.
Requirements:
- Experience from a financial services business in administration is essential.
- Degree is desirable.
- Experience dealing with documents that require a high attention to detail.
If you think this role might be for you - apply today!
Financial Services Administrator employer: Schools Choice
Contact Detail:
Schools Choice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Services Administrator. Understanding the key responsibilities and challenges faced by financial planners will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to job openings.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle specific scenarios related to client documentation and communication. This will show your problem-solving skills and attention to detail, which are crucial for this role.
✨Tip Number 4
Research our company culture and values at StudySmarter. Tailoring your conversation to align with our ethos during interviews can make a strong impression and demonstrate your enthusiasm for joining our 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 relevant experience in financial services administration. Emphasise any roles where you supported financial planners or dealt with high attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job description, such as your ability to prepare accurate client review packs and your experience with document management.
Highlight Relevant Skills: In your application, focus on skills that align with the job requirements, such as organisation, communication, and mentoring abilities. Provide examples of how you've successfully used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Ensure that all information is clear and concise, reflecting your attention to detail, which is crucial for this role.
How to prepare for a job interview at Schools Choice
✨Showcase Your Attention to Detail
As a Financial Services Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulousness made a difference, especially in document preparation or client interactions.
✨Understand the Role's Responsibilities
Familiarise yourself with the key duties outlined in the job description. Be ready to explain how your skills and experiences align with tasks like preparing client review packs and maintaining accurate records.
✨Demonstrate Your Teamwork Skills
This role involves working closely with Financial Planners and supporting junior team members. Prepare to share examples of how you've successfully collaborated in a team environment and contributed to achieving common goals.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your genuine interest in the role and the company. Consider asking about the company culture, opportunities for professional development, or how success is measured in this position.
