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For Companies At a Glance
- Tasks: Support financial advisers and manage documentation for smooth operations.
- Company: Dynamic financial services firm in the heart of London.
- Benefits: Hybrid work model, competitive salary, and a focus on wellbeing.
- Why this job: Join a team that values diversity and client service while developing your skills.
- Qualifications: Experience in financial services and strong IT skills preferred.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 30000 - 42000 £ 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. This will be a hybrid position, working 3 days in the office and 2 days remotely.
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 Xplan.
- 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 the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.
Financial Administrator (Xplan) - London employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (Xplan) - London
✨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 those interviews! Research common questions for financial admin roles and practice your answers. Make sure you can showcase your organisational skills and attention to detail, as these are key for the position.
✨Tip Number 3
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities listed, and applying directly can sometimes give you a better chance. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Financial Administrator (Xplan) - London
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 bring value to our team!
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 role. 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, especially Office 365, make sure to mention any relevant experience. 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. We can’t wait to hear from you!
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. Being able to discuss these confidently will show that you understand the industry and can engage with advisers and PAs effectively.
✨Master Xplan
Familiarise yourself with Xplan, as it's a key part of the role. If you can demonstrate your understanding of how to navigate and use this system during the interview, it’ll set you apart from other candidates.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Highlight your attention to detail and ability to meet deadlines, as these are crucial for managing cases and queries efficiently.
✨Emphasise Teamwork and Communication
Be ready to discuss how you’ve worked collaboratively in previous roles. This position requires liaising with various teams, so showcasing your communication skills and adaptability will be key to impressing the interviewers.
