At a Glance
- Tasks: Support Financial Advisors with administrative tasks and client queries.
- Company: Join a growing company with exciting plans in the financial services sector.
- Benefits: Opportunities for growth, development, and support for your career progression.
- Why this job: Be part of a team that values your contributions and offers a quality service.
- Qualifications: Experience as an Administrator in financial services is preferred.
- Other info: Open to supporting your development into various areas like paraplanning or management.
Financial Services Administrator Location: Warwick (Hybrid) Salary: £25,000 – £30,000 per annum (depending on experience) Contract: Full time, permanent Hours: 35 hours per week Would you like to work for a company with a clear identity, strong values, an amazing culture, and a defined purpose? Are you the customer focused and experienced IFA administrator they are looking for to join their friendly and professional team? This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like. Their purpose is to enrich the lives not just of the clients they work for, but also the people that work for them, and they have created an environment where their team members feel they belong and can thrive and grow. If this is what you are looking for in a company and their values resonate with you, please apply, they would love to hear from you! The Role They are looking for an experienced Financial Services Administrator. This is a brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Hybrid working available together with excellent benefits and career opportunities. The role of the Financial Services Administrator is to support the office managers and financial planners and provide an efficient, professional, high quality and compliant service to their clients. Duties will include: * Obtaining and collating provider information and illustrations. * Processing and submitting new business and monitoring the progress. * Dealing with investment, pension, and protection business. * Liaising with clients and delivering a full customer service. * Preparing valuation reports, performance documentation and review checklists. * Processing and monitoring switches with providers or electronically. * Completing withdrawal instructions for clients. * Updating back-office systems. Skills and Qualifications They are looking for someone who has ideally gained experience in a similar role and company and has a good understanding of the financial planning support function. * At least 2 years IFA experience. * Able to demonstrate excellent customer communication skills. * Experience working together as part of a team. * A strong background in using IFA systems and processes. * Excellent quality service delivery skills. * Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity. About the company The company think about financial planning in a way that goes beyond financial advice. They call it Life Landscaping and they’re a group of like-minded, values-driven people with a passion for independent financial planning. They all work together with one, single-minded purpose: To enrich the lives of the people they meet. Through conversations and knowledge sharing, financial planning and advice, whatever life stage their clients are at, their team is here to help them plan for a life well-lived. Benefits * 31 days holiday including bank holidays * Income protection * Life assurance * EAP * Wellness support * Financial wellbeing To Apply If you feel you are a suitable candidate and would like to work for this reputable company, please do not hesitate to apply
Financial Services Administrator employer: Amber River Midlands
Contact Detail:
Amber River Midlands Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with the specific financial services offered by the company. Understanding their products and services will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and the expectations for the Financial Services Administrator role, which can give you an edge.
✨Tip Number 3
Prepare to discuss your previous administrative experiences in detail, especially those related to financial services. Highlight specific examples where you successfully managed client queries or processed new business to showcase your relevant skills.
✨Tip Number 4
Express your enthusiasm for professional development during the interview. Since the company values growth, mentioning your desire to progress into areas like paraplanning or compliance can align well with their focus on employee development.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Administrator within financial services. Focus on relevant skills such as processing new business, client communication, and document preparation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to provide efficient administrative support and your interest in professional development.
Highlight Relevant Skills: In your application, emphasize skills that are crucial for the Financial Services Administrator role, such as attention to detail, organizational abilities, and proficiency with back office systems.
Showcase Your Growth Mindset: Express your desire for growth and development in your application. Mention how you are open to exploring different areas within financial services, such as paraplanning or compliance, which aligns with the company's focus on progression.
How to prepare for a job interview at Amber River Midlands
✨Show Your Financial Services Knowledge
Make sure to brush up on your knowledge of financial services and the specific tasks mentioned in the job description. Being able to discuss your experience with processing new business, obtaining illustrations, and handling client queries will demonstrate your suitability for the role.
✨Highlight Your Administrative Skills
Since the role focuses heavily on administrative support, be prepared to share examples of how you've efficiently managed administrative tasks in the past. Discuss any systems or tools you’ve used to maintain information accurately, as this will show your attention to detail.
✨Emphasize Your Team Player Attitude
The company values teamwork, so be ready to talk about how you’ve collaborated with others in previous roles. Share specific instances where your support helped a team achieve its goals, especially in a financial services context.
✨Express Your Desire for Growth
Since the business is focused on development and progression, convey your eagerness to grow within the company. Discuss your career aspirations and how you see yourself evolving in areas like paraplanning or compliance, which aligns with their supportive culture.