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- Tasks: Support clients with onboarding, aftercare, and daily financial administration.
- Company: A growing financial services firm in the heart of London.
- Benefits: Competitive salary, annual bonus, private medical insurance, and gym membership.
- Other info: Enjoy flexible working options and excellent career growth 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 degree-level education preferred.
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.
You Will be Responsible For:
- 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
Experience and Requirements:
- 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 2 days a week)
Financial Administrator for a Growing Financial Services Firm in London employer: Angela Mortimer
Contact Detail:
Angela Mortimer 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 industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their needs, especially in client services and financial administration. We want to see that you’re genuinely interested!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on common questions related to financial administration and client services, so you can shine when it counts.
✨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.
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 the role and how your background makes you a perfect fit. We love seeing enthusiasm and a personal touch, so let your personality come through!
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 with others in previous roles, as this will resonate well with us at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Angela Mortimer
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially around investments, pensions, and compliance. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Team Spirit
Since teamwork is key in this role, prepare examples of how you've successfully collaborated with others in previous jobs. Highlighting your positive can-do attitude will resonate well with the interviewers.
✨Prepare Questions for Them
Think of insightful questions to ask about the company culture, training opportunities, and how they support their staff. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Dress the Part
Even though the role offers hybrid working, make sure to dress professionally for the interview. First impressions matter, and looking smart will help convey your seriousness about the position.