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- Tasks: Support clients and assist with financial operations in a dynamic environment.
- Company: Join a medium-sized financial planning company in Moorgate.
- Benefits: Enjoy free gym membership, exam allowance, bonuses, and pension scheme.
- Why this job: Gain valuable experience in finance while making a real impact on client satisfaction.
- Qualifications: Experience in financial services and strong attention to detail required.
- Other info: Flexible working hours and full training provided for career growth.
The predicted salary is between 30000 - 30000 £ per year.
We are currently looking for an Administrator to join a Financial planning company based in Moorgate. This is a medium sized company which offers perks such as free gym membership, exam allowance as well as a bonus and pension scheme. This role is paying up to 30k with working hours of 8.45am until 5.30pm with flexible working. You will work closely with and report to the Head Paraplanner to support the clients of the firm and the ongoing operations of the business. You will be given full training to understand how our firm works and the ongoing requirements of the six teams. This role will suit an administrator who comes from a Financial services background.
The role
- Assist with client onboarding
- Provide a high level of aftercare to all existing clients
- Process any withdrawals as requested by our clients
- Update client information accurately to make sure it is current in the CRM
- Ensure the client portal is maintained and clients have full access
- Assist with tax returns throughout the year
- Support Operations
- Ad hoc Admin
The person
- Relevant experience of working in an Independent Financial Adviser (IFA) business
- A degree-level education preferred but not essential
- Work well in a team
- Demonstrate impeccable attention to detail
- Manage their time effectively
Hybrid Client Administrator from Finance background employer: Angela Mortimer Plc - International Division
Contact Detail:
Angela Mortimer Plc - International Division Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Client Administrator from Finance background
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Hybrid Client Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your financial background can add value. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice common interview questions related to client administration and financial services. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 4
Don't forget to apply through our website! It’s super easy, and we love seeing applications come directly from motivated candidates like you. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Hybrid Client Administrator from Finance background
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Hybrid Client Administrator. Highlight any relevant experience in financial services and showcase your attention to detail. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific skills or experiences that relate to client onboarding and support, as these are key aspects of the role.
Showcase Your Team Spirit: We love team players! In your application, mention any experiences where you've worked collaboratively. This will show us that you can thrive in our supportive environment and contribute positively to our team dynamics.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values.
How to prepare for a job interview at Angela Mortimer Plc - International Division
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around client onboarding and aftercare. Be ready to discuss how you've handled similar tasks in the past, as this will show you understand the role and can hit the ground running.
✨Show Off Your Attention to Detail
Since this role requires impeccable attention to detail, prepare examples that highlight your ability to manage accurate client information and maintain records. Mention any specific tools or systems you've used to ensure accuracy.
✨Demonstrate Team Spirit
This company values teamwork, so be prepared to share experiences where you've successfully collaborated with others. Highlight how you support your colleagues and contribute to a positive work environment.
✨Ask Smart Questions
Prepare thoughtful questions about the company's operations and the teams you'll be working with. This shows your genuine interest in the role and helps you understand how you can best contribute to their success.