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- Tasks: Support financial advisers and manage client relationships in a dynamic environment.
- Company: Established firm in the heart of London, known for its supportive culture.
- Benefits: Career progression, CII qualification support, and a collaborative team atmosphere.
- Why this job: Join a growing team and enhance your skills in financial services.
- Qualifications: 3+ years in financial administration with pensions and investments experience.
- Other info: Opportunity for long-term growth and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Our client is offering an exciting opportunity to join their team as a Senior Wealth 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 enjoying 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.
SENIOR FINANCIAL ADMINISTRATOR (SJP) - 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 SENIOR FINANCIAL ADMINISTRATOR (SJP) - LONDON
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is gold dust in job hunting.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. We all know that confidence is key, so practice answering common questions and think about how your experience aligns with what they’re looking for. Show them you’re the perfect fit!
✨Tip Number 3
Don’t just wait for job postings; be proactive! Research companies you admire and reach out directly. Express your interest in potential roles and share how your skills can benefit their team. You never know when an opportunity might pop up!
✨Tip Number 4
Finally, apply through our website! It’s super easy and ensures your application gets seen. Plus, we love seeing candidates who take the initiative to connect with us directly. Let’s get you that Senior Financial Administrator role!
We think you need these skills to ace SENIOR FINANCIAL ADMINISTRATOR (SJP) - LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Administrator role. Highlight your experience in financial services, especially with pensions and investments, as this will catch our eye!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for the role. Share specific examples of how you've supported teams in the past and your approach to client management.
Showcase Your Skills: Don’t forget to mention your technical skills! We love seeing proficiency in Outlook, Word, and Excel, so make sure these are front and centre in your application.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Since the role requires a solid understanding of financial products, be prepared to discuss your previous experience in detail and how it relates to the position.
✨Showcase Your Organisational Skills
As a Senior Financial Administrator, you'll need to demonstrate your ability to manage multiple tasks efficiently. Bring examples of how you've successfully managed client relationships or handled complex cases in the past to the interview.
✨Prepare for Technical Questions
Expect to face technical queries during the interview. Familiarise yourself with common compliance issues and the use of CRM systems, as well as any relevant FCA policies. This will show that you're not just a candidate but a knowledgeable professional ready to contribute.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the support for CII qualifications, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
