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- Tasks: Support financial advisers by processing applications and maintaining client records.
- Company: Join a dynamic team known for their expertise and strong company values.
- Benefits: Enjoy a structured training programme and opportunities for career progression.
- Why this job: Be part of a fast-paced environment with excellent growth plans and a supportive culture.
- Qualifications: Experience in financial services or with financial advisers is essential.
- Other info: This is a full-time, permanent role based in bright offices in Cheltenham.
The predicted salary is between 36000 - 60000 £ per year.
Our client who provides specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham. You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided however, you must hold experience working within the financial services sector or for financial advisors. Our client provides rewarding progression opportunities and support with industry specific qualifications, which will enable you to further your career.
Responsibilities:
- Processing applications via different provider platforms
- Maintaining and updating database with relevant policy information
- Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products)
- Issuing documents to clients
- Producing and updating client reports
- Drafting suitability reports for advisers
- Ensuring all records are kept up to date and compliant
Senior Administrator employer: Anderson Recruitment Ltd
Contact Detail:
Anderson Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator
✨Tip Number 1
Familiarise yourself with the financial services sector, especially the specific products mentioned in the job description like investments, pensions, and mortgages. This knowledge will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in the financial advisory field. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your previous experience in a fast-paced environment. Think of specific examples where you successfully supported a team or managed multiple tasks simultaneously, as this is crucial for the Senior Administrator role.
✨Tip Number 4
Research the company’s values and growth plans. Be ready to articulate how your personal values align with theirs and how you can contribute to their future success during the interview process.
We think you need these skills to ace Senior Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services sector. Focus on relevant roles and responsibilities that align with the job description, such as processing applications and maintaining databases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your skills and experience make you a great fit for supporting financial advisers and providing excellent client service.
Highlight Teamwork Skills: Since the role requires working as part of a team, emphasise your ability to collaborate effectively. Provide examples of past experiences where you successfully worked with others to achieve common goals.
Showcase Your Commitment to Growth: Express your eagerness to grow alongside the company. Mention any relevant qualifications or training you are pursuing or plan to pursue, demonstrating your commitment to professional development in the financial services industry.
How to prepare for a job interview at Anderson Recruitment Ltd
✨Show Your Financial Services Knowledge
Make sure to brush up on your understanding of the financial services sector. Be prepared to discuss your previous experience and how it relates to the role, especially in terms of supporting financial advisers.
✨Demonstrate Teamwork Skills
Since this position requires working closely with a team, be ready to share examples of how you've successfully collaborated with others in past roles. Highlight your ability to adapt and support colleagues as needed.
✨Prepare for Fast-Paced Scenarios
Given the varied and fast-paced nature of the job, think of instances where you've thrived under pressure. Discuss how you prioritise tasks and manage your time effectively to meet deadlines.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and training programmes. This shows your genuine interest in the role and your desire to grow alongside the company.
