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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 make a real impact in financial services.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Office-based role with a focus on teamwork and client service.
The predicted salary is between 28800 - 43200 £ 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 employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (IFA) - London, Harrow
✨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 common questions for financial admin roles. Practice your answers, focusing on your organisational skills and attention to detail. We want you to shine when discussing how you can contribute to a high-performance culture!
✨Tip Number 3
Showcase your tech skills! Be ready to discuss your proficiency with IT packages, especially Office 365. If you've used Salesforce or similar systems, highlight that experience – it’s a big plus for this role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Administrator (IFA) - London, Harrow
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 contribute 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. Mention your organisational skills and attention to detail, and don’t forget to show your enthusiasm for working with us at StudySmarter.
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: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our awesome team!
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 the Tech
Familiarise yourself with Salesforce and Office 365, as these are crucial for the role. If you can demonstrate your proficiency during the interview, it’ll give you a leg up over 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 key for managing cases and queries efficiently.
✨Be Proactive and Problem-Solving
Think of situations where you’ve had to use your initiative to solve problems. Discussing these experiences will illustrate your ability to anticipate issues and take action, which is vital for this role.
