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- Tasks: Join us as a Financial Services Administrator, supporting client satisfaction and smooth operations.
- Company: MDG is a modern financial planning firm leveraging technology for innovative wealth management solutions.
- Benefits: Enjoy hybrid working, sponsorship for qualifications, and a dynamic work environment.
- Why this job: Be part of a forward-thinking team redefining financial services with cutting-edge technology and exceptional client service.
- Qualifications: Ideal candidates are motivated, have some admin experience, and strong Microsoft Office skills.
- Other info: This role offers a unique chance to grow in a tech-enabled financial services environment.
The predicted salary is between 25000 - 30000 £ per year.
Financial Services Administrator Salary: £25,000 – £30,000 + benefits Aylesbury, Buckinghamshire Office-based for initial training, followed by hybrid working opportunities – 3 days office/2 home based – provision for IT equipment Are you eager to build a thriving career in the financial services industry? MDG (Myers Davison Ginger Ltd) are offering a unique opportunity to be part of a forward-thinking team where innovation and professional growth go hand in hand. About us We are a well-established firm of Chartered Financial Planners with a bold vision: to build a modern financial planning practice powered by cutting-edge technology. Our collaborative approach connects financial services with professionals in family law and taxation to deliver holistic, long-term wealth management solutions. We are also at the forefront of innovation, developing a software platform designed to transform professional alliances and modernise processes through AI-driven tools such as voice-activated dictation and automated meeting transcription. Why this role is exciting? This is more than an administrative role. It is an opportunity to grow with us as we redefine financial services. As part of our team, you will be central in creating a new paradigm for financial planning that effortlessly integrates technology, collaboration, and exceptional client service. Who is our ideal candidate? We are looking for a motivated individual with the right attitude and a willingness to embrace innovation. You will: Be eager to excel in the financial services industry and see it as the foundation for your professional career. Have some experience in a trainee administrator or paraplanner role and understand the precision this industry demands. Feel frustrated by a lack of clear career progression in your current position. Be open to new ideas, including IT development and digital marketing, with strong skills in Microsoft Office, particularly Excel and Word. Thrive both as a team player and working independently, with an appreciation for the social aspects of teamwork. We offer: A supportive and forward-thinking environment where your contributions matter. Sponsorship for financial services qualifications to help you advance your career. A fulfilling and dynamic role where no two days are the same. Why work for us? Imagine a workplace that combines the foundation of a trusted financial planning firm with the excitement of building a modern, tech-enabled practice. You will be part of a team dedicated to delivering exceptional client service while using AI and other innovations to streamline workflows and drive growth. Your role in our journey As we expand our relationships with family law firms and tax advisers, your role will be essential in: Ensuring smooth operations and client satisfaction. Helping to generate national enquiries for our IFA services, contributing to our mission of delivering truly holistic wealth management solutions. Acting as the first point of contact for clients, addressing queries, and ensuring they receive exceptional service at every stage. Managing client files, processing paperwork, and maintaining accurate records to support financial planning processes. Embracing and using cutting-edge tools, including voice-activated dictation and meeting transcription software, to streamline workflows. If you are interested in this Financial Services Administrator position and believe you have the right skills to take on this role, please submit your CV and a cover letter outlining why you are the perfect fit for this position. INDHS
Financial Services Administrator employer: Anonymous
Contact Detail:
Anonymous Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with the latest trends in financial services and technology. Understanding how AI-driven tools can enhance client service will show your enthusiasm for innovation, which is a key aspect of this role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those involved in financial planning and technology. Building connections can provide insights into the company culture and may even lead to referrals.
✨Tip Number 3
Demonstrate your proficiency in Microsoft Office, particularly Excel and Word, during any interactions. Being able to discuss specific examples of how you've used these tools effectively can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your previous experiences in administrative roles or as a paraplanner. Highlight how these experiences have equipped you with the precision and attention to detail that the financial services industry demands.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles or paraplanning. Emphasize your skills in Microsoft Office, particularly Excel and Word, as well as any experience with financial services.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the financial services industry and your eagerness to grow within it. Mention specific examples of how you embrace innovation and teamwork.
Showcase Your Skills: Highlight any experience you have with technology, especially tools related to financial planning or client management. Discuss your adaptability and willingness to learn new IT developments.
Research the Company: Familiarize yourself with MDG's vision and values. Understanding their approach to financial planning and technology will help you align your application with their goals and demonstrate your genuine interest in the role.
How to prepare for a job interview at Anonymous
✨Show Your Passion for Financial Services
Make sure to express your eagerness to excel in the financial services industry. Share specific examples of how you see this role as a foundation for your professional career and why you are excited about the opportunity to grow with the company.
✨Demonstrate Your Attention to Detail
Since the financial services industry demands precision, be prepared to discuss your experience in administrative roles. Highlight any relevant tasks where attention to detail was crucial, and explain how you ensure accuracy in your work.
✨Embrace Innovation and Technology
Discuss your openness to new ideas, especially regarding IT development and digital marketing. Familiarize yourself with the cutting-edge tools mentioned in the job description, such as voice-activated dictation and automated meeting transcription, and be ready to share your thoughts on how these can enhance client service.
✨Highlight Your Teamwork Skills
Since the role involves collaboration, emphasize your ability to thrive both as a team player and independently. Share examples of successful teamwork experiences and how you appreciate the social aspects of working with others to achieve common goals.
