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- Tasks: Support financial planners with client prep, documentation, and office administration tasks.
- Company: Join a leading finance planning organisation in Southport, known for its supportive culture.
- Benefits: Enjoy hybrid work, 25 days holiday, life cover, gym membership, and a matched pension scheme.
- Why this job: Be part of a growing team that values your contributions and offers career development opportunities.
- Qualifications: 3 years' experience in an administrative role within a financial planning organisation is required.
- Other info: Email your CV to apply; we’ll get back to you within 10 days.
The predicted salary is between 24000 - 40000 £ per year.
My client is a leading finance planning organisation based in Southport and are looking for an Administration Manager to join their growing team!
Duties will include:
- Assisting the Financial Planners with pre-meeting/pre-contract preparation including research into clients' existing arrangements and the production of compliant illustrations, supporting documentation and application forms.
- Assisting with both new business application forms, proposals and supporting documentation and activities with existing clients such as fund switches, withdrawals and assignments of policies.
- Administration of pension contracts (including SSAS, SIPP and personal pensions), property purchases, rentals and sales, Insurance Company Bonds, General Investment Accounts and ISAs.
- Recording and updating of relevant client information in the CRM and completing any actions required following a client review meeting.
- Support advisers with client meeting preparation which can include provider documentation or presentation reporting.
- Office systems and administration - providing support with the development and maintenance of the standard operating systems of the firm including general day to day office administration.
This is a hybrid role with office days based at the company head office in Southport. Salary on offer is up to £32,000 per annum with an excellent benefits package including 25 days holiday, life cover, 5% pension matched contribution, enhanced maternity and paternity pay, discretionary bonus and gym membership.
To be suitable for this role you will have 3 years' experience gained in an administrative role with a financial planning organisation.
Email your CV today to be considered for this role - if you do not hear from us within 10 days, please assume you have not been successful.
Administration Manager in Southport employer: NMS Recruit
Contact Detail:
NMS Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administration Manager in Southport
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as SSAS, SIPP, and ISAs. Understanding these terms will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the finance planning sector, especially those who work in administration roles. Engaging with them on platforms like LinkedIn can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your experience with CRM systems, as this is a key part of the role. Be ready to share specific examples of how you've used these systems to improve efficiency or client satisfaction in your previous positions.
✨Tip Number 4
Research the company’s values and recent developments in the finance planning industry. Being able to articulate how your personal values align with theirs can set you apart from other candidates and show that you're genuinely interested in the position.
We think you need these skills to ace Administration Manager in Southport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles, particularly within financial planning organisations. Emphasise any specific skills related to client management, documentation preparation, and office administration.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Explain how your previous experience aligns with the duties of assisting financial planners and managing client information.
Showcase Relevant Skills: In your application, clearly outline your skills in CRM systems, compliance documentation, and general office administration. Mention any experience you have with pension contracts or investment accounts, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential for an Administration Manager.
How to prepare for a job interview at NMS Recruit
✨Know Your Financial Terminology
Familiarise yourself with key financial terms and concepts relevant to the role. This will not only help you understand the job better but also demonstrate your knowledge and commitment during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that ask how you would handle specific situations, such as managing client information or dealing with tight deadlines. Prepare examples from your past experience that showcase your problem-solving skills and adaptability.
✨Showcase Your Organisational Skills
As an Administration Manager, organisation is key. Be ready to discuss your methods for keeping tasks and documentation in order, and provide examples of how you've successfully managed multiple responsibilities in previous roles.
✨Research the Company Culture
Understanding the company’s values and culture can give you an edge. Look into their mission statement and recent news to tailor your responses and show that you’re a good fit for their team.
