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- Tasks: Assist with client onboarding and provide top-notch aftercare for existing clients.
- Company: Join a forward-thinking company that values finance expertise and client relationships.
- Benefits: Enjoy a competitive salary, quarterly bonuses, and flexible working options.
- Other info: Dynamic role with opportunities for professional growth and a supportive team environment.
- Why this job: Make a real difference in clients' lives while growing your finance skills.
- Qualifications: Finance experience is essential; strong communication and organisational skills are a plus.
The predicted salary is between 30000 - 40000 £ per year.
It is essential to have Finance experience for this position.
Quarterly bonus scheme. Up to £11,000 p.a. Projected Bonus in 2026 - £10,000. 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 work from home 2 days a week.
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
Up and Coming Administrator with 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 Up and Coming Administrator with 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 an admin 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 those interviews! Research common questions for admin roles, especially those with a finance twist. Practise your answers and think of examples from your past experience that showcase your skills.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with CRM systems and any relevant software that might be used in the role. Being able to demonstrate your proficiency can really set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Up and Coming Administrator with Finance background in London
Some tips for your application 🫡
Show Off Your Finance Experience: Make sure to highlight your finance background in your application. We want to see how your experience aligns with the role, so don’t hold back on sharing relevant details!
Tailor Your Application: Take a moment to customise your CV and cover letter for this position. Use keywords from the job description to show us you’re the perfect fit for the Up and Coming Administrator role.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your skills and experiences shine through without any fluff!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Angela Mortimer Plc - International Division
✨Know Your Finance Stuff
Since this role requires a solid finance background, make sure you brush up on key financial concepts and terminology. Be ready to discuss your previous experience in finance and how it relates to the tasks you'll be handling, like assisting with tax returns.
✨Showcase Your Client Management Skills
This position involves client onboarding and aftercare, so prepare examples of how you've successfully managed client relationships in the past. Highlight any specific strategies you used to ensure clients felt valued and supported.
✨Familiarise Yourself with CRM Systems
As you'll be updating client information in a CRM, it's crucial to demonstrate your familiarity with such systems. If you’ve used any CRM software before, mention it and explain how you ensured data accuracy and client access.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, the team you'll be working with, and how success is measured in this role. This shows your genuine interest and helps you assess if it's the right fit for you.