At a Glance
- Tasks: Manage client cases and ensure efficient operations in a dynamic financial planning firm.
- Company: Award-winning financial planning firm with a focus on client outcomes.
- Benefits: Competitive salary, performance bonus, hybrid working, and career development opportunities.
- Other info: Collaborative environment with ongoing training and clear career progression paths.
- Why this job: Join a growing team and make a real impact on client experiences.
- Qualifications: Strong attention to detail and excellent organisational skills required.
An award-winning and fast-growing financial planning firm is seeking a Business Administrator to join its expanding team. The business delivers holistic, client-focused financial advice and has been recognised for its service quality and client outcomes. Due to continued growth, the company is strengthening its operations function.
The Role
This is a hands-on role where you will manage client cases from initiation through to completion, working closely with advisers and internal teams. You will play an important part in ensuring efficient operations, high-quality documentation and excellent client experience.
Key Responsibilities
- Operations
- Manage client cases from instruction through to completion
- Maintain and update CRM systems, including Salesforce
- Prepare suitability letters, reports and documentation
- Liaise with clients, providers and third parties
- Support preparation for paraplanning
- Client Service
- Handle client queries via phone and email
- Provide updates and follow up on outstanding information
- Maintain a high standard of communication
- Compliance and Quality
- Ensure documentation meets regulatory standards
- Maintain accurate records and audit trails
- Work within agreed service levels
- Process Improvement
- Support development of internal processes
- Identify and suggest improvements
- Assist with onboarding and documentation
Candidate Requirements
Essential
- Strong attention to detail
- Excellent organisational skills
- Confident communication abilities
- Ability to manage multiple tasks effectively
- Proactive and problem-solving mindset
Desirable
- Experience in financial services
- Experience using CRM systems such as Salesforce
What is offered
- Competitive salary (£26,000 – £30,000)
- Performance bonus
- Hybrid working
- Career development opportunities
- Ongoing training and support
- Collaborative team environment
Career Progression
- Paraplanning
- Financial advice
- Operational or practice management
Business Administrator employer: Achieve Recruitment Ltd
Join an award-winning financial planning firm in the heart of the City of London, where you will thrive in a collaborative and supportive environment. With a competitive salary, performance bonuses, and hybrid working options, this role as a Business Administrator not only offers a chance to contribute to high-quality client service but also provides ample opportunities for career development and progression into paraplanning or financial advice. Experience a culture that values your growth and encourages process improvement, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Business Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to business administration. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring examples of how you've managed client cases or improved processes in previous roles. This will help you stand out as someone who can hit the ground running.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Business Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Business Administrator role. Highlight your organisational skills and attention to detail, as these are key for managing client cases and documentation.
Craft a Compelling Cover Letter:Your cover letter should reflect your enthusiasm for the role and the company. Mention your proactive mindset and how you can contribute to improving internal processes and client service.
Showcase Relevant Experience:If you've got experience in financial services or using CRM systems like Salesforce, make it stand out! This will show us that you're ready to hit the ground running.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Achieve Recruitment Ltd
✨Know Your Stuff
Make sure you understand the role of a Business Administrator inside out. Familiarise yourself with the key responsibilities listed in the job description, especially around managing client cases and using CRM systems like Salesforce. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Organisational Skills
During the interview, be ready to share examples of how you've managed multiple tasks effectively in the past. Think of specific situations where your attention to detail and organisational skills made a difference. This will demonstrate that you have the right mindset for the role.
✨Practice Your Communication
Since this role involves liaising with clients and internal teams, practice clear and confident communication. You might want to do a mock interview with a friend or family member to get comfortable discussing your experiences and answering common interview questions.
✨Be Proactive About Process Improvement
Think about any previous experiences where you identified a problem and suggested a solution. Be prepared to discuss these during the interview, as the company values candidates who can contribute to process improvement. Showing that you have a proactive mindset will set you apart from other candidates.
