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- Tasks: Support the office manager and financial adviser with admin tasks and case management.
- Company: Join a dynamic team in London focused on financial services and client satisfaction.
- Benefits: Enjoy remote work flexibility and a supportive, inclusive culture.
- Why this job: Gain valuable experience in finance while working in a collaborative environment that values diversity.
- Qualifications: Good GCSE or A-Level results; IT proficiency and financial services experience preferred.
- Other info: Initial training in-office, then remote work with occasional meetings.
The predicted salary is between 25000 - 30000 £ per year.
Our client is looking for a Financial Administrator to join this established St. James Place Partner practice. This is a hybrid role with only 2-3 days in the office per week.
The successful candidate must demonstrate high levels of competence and understanding of the requirements within the industry. They will provide support for all Advisers within the practice along with the rest of the in-house Paraplanner team based in the City.
Your duties will focus on completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are currently updated.
Reporting to the Practice Manager, your role will involve, but not limited to:
Confident, numerate, IT proficient and professional individual
Enjoy using your initiative and has a can‐do working style
High degree of personal motivation and can manage your own workloads
Ability to quickly become familiar with their IT systems
Personable, presentable, punctual, and professional
Excellent communication skills – both verbal and written
Proven track record of great report writing skills
Preparing technical analysis for client meetings using Excel / Voyant / Financial Express and creating and updating bespoke \’Asset Allocation\’ reports
Experience and knowledge of Life, pension, and investment products
Comprehensive knowledge of industry products and processes to enable you to feel and assist with all cases
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FINANCIAL ADMINISTRATOR - LONDON employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL ADMINISTRATOR - LONDON
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key tool for this role. Consider taking an online course or tutorial to boost your confidence in using it effectively.
✨Tip Number 2
Brush up on your knowledge of financial products and services. This will not only help you understand the role better but also impress the interviewers with your proactive approach.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. Be ready to discuss these during your interview.
✨Tip Number 4
Show your commitment to inclusivity and team culture. Think of ways you've contributed to a positive work environment in previous roles, as this aligns with our values at StudySmarter.
We think you need these skills to ace FINANCIAL ADMINISTRATOR - LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administrative roles. Emphasise any specific skills related to Salesforce, Office 365, and your attention to detail.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities of the Financial Administrator role. Mention your proactive problem-solving skills and how you can contribute to maintaining high performance within the team.
Highlight Relevant Experience: In your application, clearly outline any previous roles where you managed documentation, responded to queries, or worked with financial products. Use specific examples to demonstrate your capabilities.
Showcase Your Soft Skills: Since the role requires excellent organisational skills and adaptability, include examples of how you've successfully managed multiple tasks or adapted to changes in previous positions.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products. Understanding the basics will not only help you answer questions confidently but also demonstrate your interest in the role and the industry.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational and administrative skills. Discuss how you've managed multiple tasks or projects in the past, as this is crucial for the role of a Financial Administrator.
✨Familiarise Yourself with Salesforce
Since the role involves updating cases on Salesforce, it’s beneficial to have a basic understanding of the platform. If you have experience with similar CRM systems, be ready to discuss that too.
✨Demonstrate Proactive Problem-Solving
Think of instances where you anticipated issues and took steps to resolve them before they escalated. This will show your potential employer that you can think ahead and are committed to maintaining high performance.
