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For Companies At a Glance
- Tasks: Support financial advisers with admin tasks and client communications.
- Company: Join a top-notch financial advisory firm known for personalised service.
- Benefits: Enjoy competitive salary, enhanced pension, life assurance, and more perks!
- Why this job: Kickstart your career in finance with growth opportunities and a supportive team.
- Qualifications: Previous admin experience, strong communication skills, and attention to detail required.
- Other info: Ideal for proactive self-starters eager to learn and develop in finance.
Dani at is pleased to present an exceptional opportunity for a detail-oriented Financial Services Administrator to join a thriving specialist financial advisory practice.
Opportunity Overview
An exciting position has emerged for a skilled Administrator to support a growing financial services team in a charming town in East Devon. This role offers excellent benefits, professional development opportunities, and the chance to build a rewarding career in the financial sector.
About the Client
Our client is a distinguished financial advisory practice specialising in providing bespoke financial planning services to professionals in specialised sectors. With a reputation for excellence and a commitment to delivering personalised service, the firm prides itself on making complex financial matters accessible and manageable for their valued clients.
About the Role
We are seeking a meticulous and client-focused Financial Services Administrator to join our expanding team. This position offers a comprehensive introduction to the financial services industry with excellent prospects for growth and development.
Financial Services Administrator Responsibilities
- Deliver exceptional administrative support to financial advisers and the wider team
- Process new business applications through internal systems and provider portals
- Manage client communications including telephone enquiries and correspondence
- Prepare letters of authority and request policy information from providers
- Create and maintain comprehensive client files in accordance with regulatory standards
- Support compliance procedures and ensure adherence to industry regulations
- Draft professional correspondence, letters, and reports
- Coordinate office facilities and maintain day-to-day operations
- Contribute to the continuous improvement of administrative processes
Financial Services Administrator Requirements
- Previous administrative experience, ideally within financial services
- Excellent attention to detail and organisational abilities
- Strong written and verbal communication skills
- Ability to maintain confidentiality and handle sensitive information
- Proficiency in Microsoft Office applications
- Capacity to prioritise effectively and manage competing demands
- Professional telephone manner and client service orientation
- Adaptability and willingness to develop new skills
- Commitment to maintaining regulatory standards
Benefits
- Competitive salary dependent on experience
- Enhanced employer pension contributions
- Comprehensive life assurance (3x annual salary)
- Group income protection scheme
- Plus so much more!
The Ideal Candidate
The perfect candidate will be a proactive self-starter with exceptional organisational skills and a genuine interest in financial services. You will thrive in a client-focused environment where attention to detail and professional communication are paramount. A commitment to continuous learning and professional development will be highly valued.
This role presents an outstanding opportunity to build a fulfilling career with a forward-thinking financial advisory practice.
Financial Services Administrator employer: Avocet Legal
Contact Detail:
Avocet Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Research the financial advisory practice thoroughly. Understand their services, values, and client base. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry. Attend local events or join online forums to connect with individuals who can provide insights about the company and potentially refer you for the position.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by Financial Services Administrators. Focus on your organisational skills and how you've handled client communications in previous roles.
✨Tip Number 4
Showcase your proficiency in Microsoft Office applications during the interview. Be ready to discuss specific examples of how you've used these tools to improve efficiency or manage tasks in your previous administrative roles.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience, particularly in financial services. Emphasise your attention to detail and organisational skills, as these are crucial for the role.
Craft a Strong Cover Letter: Write a cover letter that showcases your genuine interest in financial services. Mention specific examples of how your skills align with the responsibilities outlined in the job description.
Highlight Communication Skills: Since strong written and verbal communication skills are essential, provide examples in your application that demonstrate your ability to handle client communications professionally.
Showcase Adaptability: Mention any experiences where you successfully adapted to new processes or learned new skills quickly. This will show your willingness to develop and grow within the role.
How to prepare for a job interview at Avocet Legal
✨Showcase Your Attention to Detail
As a Financial Services Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your previous roles where your meticulous nature made a difference, whether in managing client files or processing applications.
✨Demonstrate Your Communication Skills
Strong written and verbal communication skills are essential for this role. During the interview, practice articulating your thoughts clearly and concisely. You might also want to prepare a few examples of how you've effectively communicated with clients or colleagues in the past.
✨Familiarise Yourself with Regulatory Standards
Understanding compliance and regulatory standards is key in financial services. Brush up on relevant regulations and be ready to discuss how you have adhered to these in your previous positions or how you plan to ensure compliance in this new role.
✨Express Your Willingness to Learn
The ideal candidate is someone who is eager to develop new skills. Be sure to convey your enthusiasm for continuous learning and professional development during the interview. Share any courses or training you've undertaken that relate to financial services.
