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- Tasks: Support financial advisers and manage client relationships in a dynamic environment.
- Company: Established financial firm in the heart of London with a collaborative culture.
- Benefits: Hybrid working, flexible hours, and support for professional qualifications.
- Why this job: Join a rewarding role that fosters career growth and skill development.
- Qualifications: 3+ years in financial admin, with pensions and investments experience.
- Other info: Be part of a successful team that celebrates achievements together.
The predicted salary is between 28800 - 43200 £ per year.
Our client is offering an exciting opportunity to join their team as a Financial Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry\’s leading Financial Advisers. The ideal candidate will have experience of working in an administrative role in financial services, and will have worked with pensions and investments previously. They will be pro-actively supporting and assisting the team, as well as liaising with advisers, financial product providers, clients, and other relevant third parties.
This rewarding long-term role will enable you to build on your existing skills and knowledge, whilst enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to progress their career. They also offer full support with CII qualifications and progression within the firm.
Duties will include:
- Being the point of contact for members of staff for technical queries
- Pro-actively liaising with clients, advisers, providers, and other members of your team to request documentation and provide progress updates.
- Case Submission to compliance team
- Client management
- Using online provider platforms
- Using and maintaining the in-house CRM system.
- Preparation of reports and client review packs, ready for use by the adviser.
- Maintaining pipelines and regularly contacting lenders/providers to facilitate case progression.
- Managing the adviser\’s diary/client meetings.
- Working with and adhering to company and FCA policies and procedures.
Skills required:
- Must have excellent industry experience and product knowledge.
- Minimum 3 years\’ experience within a similar position.
- Completed at least two R0 CII Courses
- Must have both pension and investment administrations experience.
- Professional approach and excellent telephone & email manner.
- Able to take direction and complete tasks independently.
- Excellent computer skills; experience with Outlook, Word, and Excel.
- Highly organised, with a problem-solving approach.
- Provide high-quality technical support to the financial advisers of the firm.
- Exceptional attention to detail is vital.
- The successful candidate will be motivated, efficient, hardworking, and a team player.
Work Life
- Full Time
- Hybrid working
- Flexible start time
- Encouragement & support towards professional qualifications and personal development for each member of their team
- Based in prestigious London offices
- Successful team who enjoy sharing each other\’s success and fostering a collaborative approach
Financial Administrator employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨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 hunt for a Financial 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 brushing up on your knowledge of pensions and investments. Make sure you can confidently discuss your experience and how it relates to the role. Practise common interview questions with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client relationships or maintained pipelines in previous roles. This will demonstrate your ability to handle the responsibilities of a Financial Administrator effectively.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for the best opportunities in the financial sector. Plus, you'll be part of a supportive community that values your growth and development.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in financial services, especially with pensions and investments, as this will catch our eye and show you’re a great fit for the 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 skills align with what we’re looking for. Don’t forget to mention your experience with compliance and client management!
Show Off Your Attention to Detail: In the financial world, attention to detail is key. Make sure your application is free from typos and errors. This not only reflects your professionalism but also shows us that you can handle the meticulous nature of the job.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best 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 ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions and investments before the interview. Being able to discuss specific products or recent changes in regulations will show that you're not just familiar with the basics, but that you’re genuinely engaged with the industry.
✨Showcase Your Admin Skills
Prepare examples of how you've successfully managed administrative tasks in previous roles. Highlight your experience with CRM systems and any tools you’ve used for case submissions or report preparation. This will demonstrate your organisational skills and attention to detail.
✨Practice Your Communication
Since you'll be liaising with clients and advisers, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend or family member to refine your telephone and email manner, ensuring you come across as approachable and knowledgeable.
✨Emphasise Teamwork and Support
This role is all about collaboration, so be ready to discuss how you've worked effectively within a team. Share examples of how you've supported colleagues or contributed to a positive work environment, as this aligns perfectly with the company’s values of encouragement and shared success.
