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- Tasks: Support Financial Advisers and Paraplanning team with technical and administrative tasks.
- Company: Join a successful wealth management practice focused on high-net-worth clients.
- Benefits: Enjoy full training, professional development, and a generous salary package.
- Why this job: Be part of a vibrant team in a forward-thinking firm that values innovation and client service.
- Qualifications: Experience in financial services, excellent communication skills, and a proactive attitude are essential.
- Other info: Opportunity for career progression in a supportive and dynamic environment.
The predicted salary is between 43200 - 72000 £ per year.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Duties for this role will include:
- You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm.
- You will be responsible for business submission using relevant software.
- Due to the regulatory environment we work within you will need to ensure that new business and tasks are processed in a timely way.
- You will be given full on the job training. There will also be the opportunity for professional development and career progression for the right candidate.
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop. You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the latest financial services software commonly used in the industry. Being well-versed in these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals already working in financial services, especially those in wealth management. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Stay updated on current trends and regulations in the financial planning sector. This knowledge will help you engage in meaningful conversations during interviews and show that you are proactive about your professional development.
✨Tip Number 4
Prepare to discuss specific examples of how you've provided excellent client service in previous roles. Highlighting your experience in maintaining high standards of support will resonate well with the hiring team.
We think you need these skills to ace Senior Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Senior Financial Services Administrator position. Tailor your application to highlight your relevant experience in financial services administration.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with financial planning processes and any industry software you've used. Mention specific examples where you've provided high-level support to financial advisers or paraplanning teams.
Showcase Communication Skills: Since excellent communication skills are essential for this role, include examples in your application that demonstrate your ability to communicate effectively with clients and colleagues. This could be through previous roles or specific projects.
Express Your Initiative: The job description mentions a 'can do' working style. In your application, provide examples of how you've taken initiative in past roles, whether it's improving processes or taking on additional responsibilities without supervision.
How to prepare for a job interview at Brevere Group
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of the financial planning process. Be prepared to discuss specific examples from your past experience that demonstrate your knowledge and how you've applied it in a practical setting.
✨Familiarise Yourself with Industry Software
Since experience with industry software is crucial for this role, take some time to review the software commonly used in financial services. If you have experience with specific tools, be ready to talk about how you've used them effectively in previous roles.
✨Demonstrate Excellent Communication Skills
As you'll be the first point of contact for clients, it's essential to convey your communication skills during the interview. Practice articulating your thoughts clearly and confidently, and consider preparing examples of how you've successfully managed client relationships in the past.
✨Emphasise Your Organisational Skills
This role requires a high level of organisation and the ability to work independently. Prepare to discuss how you prioritise tasks and manage your time effectively, especially in a fast-paced environment. Sharing specific instances where you've successfully handled multiple responsibilities can be beneficial.
