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- Tasks: Join our team as a Financial Services Administrator, supporting clients and advisers daily.
- Company: Be part of a modern, friendly company in Crawley with a focus on financial services.
- Benefits: Enjoy a competitive salary, relaxed dress code, and perks like discounts and pension contributions.
- Why this job: This role offers a dynamic environment where you can grow your skills and make an impact.
- Qualifications: Experience in financial services and proficiency in Microsoft Office are essential.
- Other info: Paid overtime and a supportive team culture await you!
The predicted salary is between 25000 - 33000 £ per year.
Type of Position: Financial Services Administrator/Sales Support – Crawley
Pay: £25k – £33k
Our client currently has an exciting career opportunity for an experienced Sales Support/ Financial Services Administrator to join their Sales Support team in their Crawley office. Working closely with Paraplanners and Financial Advisers, you will be the first point of contact for clients and providers. This is an administration role that is varied and challenging. You will be able to communicate confidently, display high levels of accuracy and attention to detail and work in an efficient and well organised manner.
– A competitive salary
– Working in a relaxed, friendly, modern environment
– Paid overtime or time off in lieu if you work over your contracted hours
– 9% pension contributions
– Access to the company’s hub office with discounts for high street and online shops
– Relaxed dress code policy
– WPA Cash Plan (after a qualifying period)
The role would include:
– Contacting providers by phone and email to chase up for requested information
– Completion of application forms, new client forms & related admin
– Preparing documentation and valuations for the Financial Adviser\’s
– Coordinating incoming and outgoing post as necessary
– Booking meetings and general day to day support as required
– Preparing client letters and emails
– Assisting with admin matters, such as photocopying/ scanning and keeping client records up to date
The ideal candidate:
– Have proven experience in a Financial Services Administrator /Sales support role to include letter of authority and new business applications
– Proficiency in Microsoft Office
– Excellent organisational skills and the ability to multitask
– Have an excellent telephone manner and be able to deliver exceptional customer service
– Able to work independently and as a team
– Demonstrate initiative and be able to follow procedure and instruction
– Confidence to speak to clients, providers, and all levels of employees
– Able to work under pressure during our busy times
– Be able to produce accurate work
– Demonstrate they can be adaptable and happy to take on new challenges
– Experience of using Intelligent Office would be an advantage
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Financial Services Administrator/Sales Support - Crawley employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator/Sales Support - Crawley
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Services Administrator. Understanding the key responsibilities and challenges will help you speak confidently about your experience and how it aligns with the job.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others in similar roles. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced in sales support roles. Think about examples from your past experiences that demonstrate your organisational skills and customer service abilities.
✨Tip Number 4
Research StudySmarter and our values. Being able to articulate why you want to work with us and how you can contribute to our team will make a strong impression during the interview process.
We think you need these skills to ace Financial Services Administrator/Sales Support - Crawley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration or sales support. Emphasise your organisational skills, attention to detail, and any specific software proficiency, such as Microsoft Office or Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and customer service experience. Mention your ability to work under pressure and your initiative in previous roles, as these are key traits for the position.
Highlight Relevant Experience: In your application, clearly outline your previous roles that relate to the job description. Include specific examples of how you've successfully managed client communications, completed application forms, or supported financial advisers.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Communication Skills
As the first point of contact for clients and providers, it's crucial to demonstrate your excellent communication skills. Be prepared to discuss how you've effectively communicated in previous roles, especially in high-pressure situations.
✨Highlight Your Organisational Abilities
This role requires strong organisational skills and the ability to multitask. Share specific examples of how you've managed multiple tasks or projects simultaneously, ensuring accuracy and attention to detail.
✨Familiarise Yourself with Financial Services
Having a solid understanding of financial services is key. Brush up on relevant terminology and processes, particularly around application forms and client interactions, so you can speak confidently about your experience.
✨Demonstrate Adaptability
The job description mentions the need for adaptability and taking on new challenges. Prepare to discuss instances where you've successfully adapted to changes in your work environment or taken on new responsibilities.
