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For Companies At a Glance
- Tasks: Support Financial Advisers with administration, client queries, and new business processing.
- Company: Join a reputable wealth management firm in Horsham.
- Benefits: Generous benefits package and a supportive work environment.
- Why this job: Gain valuable experience in the financial services industry while making a difference.
- Qualifications: Experience in financial services and strong communication skills required.
- Other info: Fast-paced office setting with opportunities for personal growth.
The predicted salary is between 28800 - 43200 £ per year.
We are looking for an experienced Financial Administrator to join our clients wealth management firm based in Horsham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration and client liaison. It will be an office-based position in Horsham, with a generous benefits package available.
Key Responsibilities
- Providing technical and administrative support to Advisers.
- Dealing with client queries such as changes to income and withdrawals.
- Process new business such as pension transfers and new investments.
- Preparing illustrations and application forms.
- Liaising with providers to chase new business and keeping clients updated.
- Preparing quotes.
- Submitting new protection applications.
- Liaising with providers and GP surgeries to progress applications and keeping clients updated.
- Keeping client records and compliance up to date.
Skills and Knowledge
- Experience within the Financial Services industry.
- The ability to cope in high-pressure environment.
- Excellent communication skills at all levels.
- Team player.
- Good planning and effective organisational skills with a methodical approach to work.
- Honesty and integrity.
If you would be interested in applying for this opportunity, please submit a copy of your CV to sam@artemisrecruitment.co.uk.
Financial Administrator - Horsham employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator - Horsham
✨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 financial administration. Familiarise yourself with common processes like pension transfers and client liaison techniques. This will help you stand out as a candidate who knows their stuff!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. When you find a position that excites you, apply through our website to streamline the process and show your commitment to the role.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind.
We think you need these skills to ace Financial Administrator - Horsham
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 and any relevant skills that match the job description. We want to see how you can support our Advisers!
Showcase Your Communication Skills: Since this role involves liaising with clients and providers, it's crucial to demonstrate your excellent communication skills. Use examples in your application that show how you've effectively handled client queries or worked in a team.
Be Methodical: The job requires good planning and organisational skills. In your application, mention specific instances where you've successfully managed multiple tasks or maintained compliance records. We love a methodical approach!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and services. Be ready to discuss specific examples from your past experience that demonstrate your understanding of pension transfers, investments, and client administration.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and advisers, practice articulating your thoughts clearly. Prepare to share examples of how you've effectively handled client queries or resolved issues in previous roles.
✨Demonstrate Your Organisational Skills
Be prepared to talk about how you manage your workload, especially in high-pressure situations. Share specific strategies or tools you use to stay organised and ensure compliance in your work.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s approach to wealth management or their team dynamics. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
