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For Companies At a Glance
- Tasks: Join a friendly team to provide top-notch admin support in financial services.
- Company: A successful client based in Sandbach, known for its supportive work culture.
- Benefits: Enjoy 31 days of annual leave, a pension scheme, and free onsite parking.
- Why this job: Great opportunity to grow your skills in a dynamic environment while making a real impact.
- Qualifications: Minimum 2 years' experience in a similar role with strong attention to detail required.
- Other info: Permanent position with a salary up to £28,000 depending on experience.
The predicted salary is between 22400 - 28000 £ per year.
Job Overview
Type: Permanent, based in Sandbach, up to £28,000 DOE
We have a fantastic opportunity for an experienced Financial Service Administrator to join our successful client located in Sandbach. You will be part of a friendly and experienced team, providing exceptional administrative support. Your responsibilities will include:
- Responding to calls and emails from clients and third parties
- Preparing documents and information for client meetings
- Administering financial plans and investments
- Maintaining client files and documents using the Intelligent Office system
- Processing applications, transfers, and letters of authority
- Ensuring compliance with regulatory legislation
The ideal candidate will have a minimum of 2 years’ experience in a similar role, demonstrate professionalism and confidence, possess excellent attention to detail, and be capable of multitasking in a busy environment. Our client offers 31 days of annual leave, a company pension scheme, and free onsite parking.
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Financial Services Administrator employer: Forrest Recruitment
Contact Detail:
Forrest Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the Intelligent Office system, as it's crucial for maintaining client files and documents. Showing that you have a good understanding of this software can set you apart from other candidates.
✨Tip Number 2
Brush up on your knowledge of regulatory legislation related to financial services. Being able to discuss compliance confidently during an interview will demonstrate your professionalism and commitment to the role.
✨Tip Number 3
Prepare examples of how you've successfully multitasked in previous roles. This will help you illustrate your ability to handle the busy environment mentioned in the job description.
✨Tip Number 4
Research the company and its values before the interview. Understanding their culture and how you can contribute will show your genuine interest in the position and help you connect with the 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 your skills in document preparation, client communication, and compliance with regulatory legislation.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your 2+ years of experience and how it aligns with the responsibilities listed in the job description.
Highlight Attention to Detail: In your application, provide examples of how you've demonstrated attention to detail in previous roles. This could include managing client files or processing applications accurately.
Showcase Multitasking Abilities: Discuss instances where you've successfully managed multiple tasks in a busy environment. This will demonstrate your capability to handle the demands of the Financial Services Administrator role.
How to prepare for a job interview at Forrest Recruitment
✨Know Your Financial Services
Brush up on your knowledge of financial services and products. Be prepared to discuss your previous experience in the industry, as well as any relevant regulations and compliance issues that may arise in the role.
✨Demonstrate Attention to Detail
Since this role requires excellent attention to detail, be ready to provide examples from your past work where your meticulousness made a difference. Highlight any specific instances where you caught errors or improved processes.
✨Showcase Your Multitasking Skills
Prepare to discuss how you manage multiple tasks effectively. Share examples of how you've successfully juggled various responsibilities in a busy environment, especially in administrative roles.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the company and the role. Inquire about the team dynamics, the tools they use (like the Intelligent Office system), and how success is measured in the position.
