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- Tasks: Support financial planning by managing client files and processing applications.
- Company: Join a dynamic financial services team in North London.
- Benefits: Full-time permanent role with opportunities for growth and development.
- Why this job: Be the vital link between advisers, clients, and providers while enhancing your financial expertise.
- Qualifications: Five years of relevant experience and strong communication skills required.
- Other info: Ideal for detail-oriented individuals ready to make an impact.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a talented individual to join their Financial Planning Support team for a full-time permanent role in the administration team, based in North London. Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.
Key tasks will include:
- Acting as the point of contact between advisers, clients and third party product providers
- Establishing and maintaining electronic client files (Curo CRM)
- Obtaining information and maintaining accurate records
- Sourcing quotations, illustrations and supporting documentation
- Preparing valuations, reports and other material for client meetings
- Processing new business applications and maintaining accurate records of transactions
Qualifications and attributes:
- Detail: excellent attention to detail
- Prioritisation: the ability to work independently and proactively
- Communication: strong written and verbal communication skills
- Min. five years relevant industry experience required
- Graduate Preferred
FINANCIAL ADMINISTRATOR (IFA) - 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 (IFA) - 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 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 Curo and other relevant systems. Show that you’re not just a candidate, but someone who’s ready to hit the ground running. We all know that being proactive is key in this role!
✨Tip Number 3
Practice your communication skills! Since you'll be the point of contact between advisers, clients, and third-party providers, being articulate and clear is essential. Try mock interviews with friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search. Let’s land that Financial Administrator role together!
We think you need these skills to ace FINANCIAL ADMINISTRATOR (IFA) - LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant financial services experience. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Financial Planning Support team. Be sure to mention any experience with Curo or similar systems if you have it.
Show Off Your Attention to Detail: Since this role requires excellent attention to detail, make sure your application is free from typos and errors. We appreciate a polished submission that reflects your commitment to quality!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge before the interview. Understand the key concepts and terminology that are relevant to the role of a Financial Administrator. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Familiarise Yourself with Curo
If you have access to Microsoft Dynamics or any resources about Curo, take some time to get familiar with it. Even if you don’t have direct experience, showing that you’ve done your homework and understand how it works can set you apart from other candidates.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific situations, such as managing client relationships or processing applications. Think of examples from your past experience where you demonstrated attention to detail and proactive communication. This will help you illustrate your skills effectively.
✨Show Your Initiative
During the interview, highlight instances where you took the initiative in your previous roles. Whether it was improving a process or going above and beyond for a client, demonstrating your drive and ability to work independently will resonate well with the interviewers.
