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- Tasks: Support clients and operations in a dynamic financial planning company.
- Company: Medium-sized financial firm in Moorgate with a supportive culture.
- Benefits: Free gym membership, exam allowance, bonus, pension scheme, and flexible hours.
- Other info: Full training provided with opportunities for career growth.
- Why this job: Gain valuable experience in finance while making a real difference for clients.
- Qualifications: Experience in financial services and strong attention to detail.
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.
Responsibilities
- 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
- Adhoc admin
Qualifications
- 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 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 Hybrid Client Administrator from Finance background in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector 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 experience aligns with their needs. This will help you stand out and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice common interview questions related to client administration and financial services. We recommend doing mock interviews with friends or family to build your confidence and refine your answers. The more prepared you are, the better you'll perform!
✨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 take the initiative to engage directly with us. Good luck!
We think you need these skills to ace Hybrid Client Administrator from Finance background in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant skills and achievements!
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. Be genuine and let us know what excites you about working with us at StudySmarter.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best work!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Angela Mortimer Plc - International Division
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the role of an Independent Financial Adviser (IFA). Be ready to discuss your previous experience in the industry and how it relates to the responsibilities of the Hybrid Client Administrator position.
✨Showcase Your Attention to Detail
Since this role requires impeccable attention to detail, prepare examples from your past work where you demonstrated this skill. Whether it was updating client information or processing withdrawals, having specific instances will help you stand out.
✨Familiarise Yourself with CRM Systems
Get comfortable with common CRM systems used in financial services. If you have experience with any particular software, mention it during the interview. This shows that you’re proactive and ready to hit the ground running.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the training process. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.