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- Tasks: Support financial advisers and manage documentation for smooth operations.
- Company: Dynamic financial services firm in Harrow, London.
- Benefits: Competitive salary, inclusive culture, and opportunities for growth.
- Why this job: Join a supportive team and kickstart your career in finance.
- Qualifications: Experience in financial services preferred; strong organisational skills required.
- Other info: Office-based role with a focus on teamwork and client service.
The predicted salary is between 25000 - 30000 £ per year.
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.
PRINCIPAL DUTIES
- Review submitted cases and ensure documentation is correct before cases are submitted.
- Point of contact for Adviser / PA queries in relation to submissions and issues.
- Updating cases and Adviser/PA on Salesforce.
- Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
- Respond to queries and escalate to Team Manager as required.
- Complete and submit cases on the relevant systems.
- Track all issues in issues log and ensure they are addressed and closed.
- Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
- Update Business Register on cases submitted and noting outstanding requirements.
- Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
- Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
- Provide quarterly reporting to Advisers on turnover status.
PERSON SPECIFICATION
- Experience of working within financial services preferable.
- Understanding of financial products will be an advantage.
- Good GCSE or A-Level result and proficient at all IT packages.
- Excellent organisational and administration skills, who demonstrates good attention to detail.
- Ability to proactively use initiative to problem solve and anticipate next steps.
- A driven individual with a focus on client service and contributing towards a high-performance culture.
- Adaptable to change management plans and advocate to business initiatives.
- IT technically proficient including Office 365.
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
OFFICE LOCATION
Our client is based in Harrow, North West London - and this will be an office based position.
FINANCIAL ADMINISTRATOR (IFA) - LONDON, HARROW in Harrow on the Hill 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 (IFA) - LONDON, HARROW in Harrow on the Hill
✨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 researching the company and its culture. Understand their values and how they align with your own. This will help you answer questions confidently and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common interview questions. This will help you articulate your experience and skills effectively when it counts.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles like the Financial Administrator position. Plus, it shows you're serious about joining our team!
We think you need these skills to ace FINANCIAL ADMINISTRATOR (IFA) - LONDON, HARROW in Harrow on the Hill
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight relevant experience in financial services and any admin support roles you've had. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share specific examples of your organisational skills and attention to detail, as these are key for us.
Showcase Your IT Skills: Since the role requires proficiency in IT packages, make sure to mention your experience with Office 365 and any other relevant software. We love tech-savvy candidates who can hit the ground running!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and services. Being able to discuss these confidently will show that you understand the industry and can engage with advisers and PAs effectively.
✨Master Salesforce Basics
Since you'll be updating cases on Salesforce, it’s a good idea to familiarise yourself with the platform. If you can demonstrate some basic knowledge during the interview, it’ll give you an edge over other candidates.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Highlighting your attention to detail and ability to meet deadlines will resonate well with the hiring team.
✨Emphasise Teamwork and Communication
Be ready to discuss how you’ve worked collaboratively in previous roles. Since this position involves liaising with various teams, showcasing your communication skills will be key to demonstrating your fit for the role.
