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- Tasks: Support clients with onboarding, aftercare, and financial administration tasks.
- Company: A growing financial services firm in the heart of London.
- Benefits: Competitive salary, annual bonus, private medical insurance, and gym membership.
- Other info: Flexible working options and excellent career development opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in an Independent Financial Adviser business and a positive attitude.
The predicted salary is between 25000 - 30000 £ per year.
An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Based in the City of London, they offer personalised, face to face advice to clients on investments, pensions, mortgages and protection. You will work closely with the Head Paraplanner, ensuring smooth ongoing operations and supported by full training to understand how the firm works.
Responsibilities:
- Providing onboarding, aftercare and withdrawals for clients of the firm
- Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the updating of client information
- Supporting the Operations Manager in running the office effectively
Qualifications:
- Must have worked in an Independent Financial Adviser business
- A degree-level education is preferred
- Excellent teamworking skills with a positive can-do attitude
Benefits:
- Annual bonus scheme
- Annual exam allowance of £600
- Private Medical Insurance and Travel Insurance with Vitality Health
- Gym membership with Virgin Active or Pure Gym
- Pension scheme (£100 monthly contribution, in addition to auto-enrolment contributions)
- Annual holidays
- Flexible working (Option to WFH twice a week)
Financial Administrator for a Growing Financial Services Firm in London 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 Financial Administrator for a Growing Financial Services Firm in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine, so practice common interview questions and think about how your experience aligns with their needs. Confidence is key!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great roles, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way.
We think you need these skills to ace Financial Administrator for a Growing Financial Services Firm in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight any relevant experience in financial services and showcase your skills that align with the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with us and how your background makes you a great fit for the role. Keep it concise but engaging – we love a good story!
Showcase Teamwork Skills: Since teamwork is key in our environment, make sure to highlight your collaborative experiences. Share examples of how you've worked effectively in a team setting, especially in previous financial roles. We’re all about that positive can-do attitude!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our growing family!
How to prepare for a job interview at Angela Mortimer Plc - International Division
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services, especially if you've worked in an Independent Financial Adviser business before. Be ready to discuss specific products like investments, pensions, and mortgages, as well as any relevant regulations. This shows you're not just a candidate, but someone who understands the industry.
✨Show Off Your Team Spirit
Since this role requires excellent teamworking skills, think of examples from your past experiences where you collaborated effectively with others. Whether it was a project at university or a previous job, be prepared to share how you contributed to a positive team environment and helped achieve common goals.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, the team you'll be working with, and how they support ongoing training. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even though the firm offers flexible working options, it's important to make a good first impression. Dress smartly for the interview, reflecting the professional environment of a financial services firm. It shows that you take the opportunity seriously and respect their workplace culture.