At a Glance
- Tasks: Provide top-notch admin support in financial planning and help train Junior Administrators.
- Company: Join a well-established financial planning team in Nottingham with a supportive culture.
- Benefits: Gain valuable experience, develop your skills, and enjoy a collaborative work environment.
- Other info: Flexible role with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Strong understanding of financial processes and proficiency in Microsoft Office required.
The predicted salary is between 25000 - 35000 £ per year.
We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team.
Key Responsibilities
- Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated.
- Liaise with product providers to obtain valuations, quotes, and other information for advisers.
- Prepare annual review letters and other client communications.
- Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up.
- Perform fee reconciliation and resolve discrepancies.
- Run reports to ensure adviser payments are accurate and on time.
- Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority.
- Professionally respond to client queries via telephone and email.
- Manage meeting room bookings, incoming/outgoing post, and document preparation.
- Support the wider support team, providing assistance and training where required.
- Ensure all tasks comply with company policies, procedures, and regulatory requirements.
- Continuously build knowledge and experience in financial planning processes and industry standards.
- Undertake reasonable ad-hoc tasks as required.
Requirements
- Strong understanding of financial planning processes and compliance requirements.
- Proficient in Microsoft Office applications.
- Excellent organisational skills, with the ability to prioritise and work independently.
- Clear and concise written and verbal communication skills.
- High attention to detail and accuracy.
- Strong interpersonal skills and a team-oriented approach.
- Flexible, adaptable, and able to manage multiple tasks simultaneously.
Financial Services Operations Administrator in Nottingham employer: Broughton Group
Join a dynamic and supportive financial planning team in Nottingham, where your contributions as a Financial Services Operations Administrator will be valued and recognised. Our company fosters a collaborative work culture that prioritises employee growth through training and mentorship opportunities, ensuring you can enhance your skills while making a meaningful impact on client services. With a commitment to compliance and excellence, we offer a rewarding environment for those looking to advance their careers in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Operations Administrator in Nottingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Broughton Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Operations Administrator in Nottingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Broughton Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Broughton Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Broughton Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Broughton Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Broughton Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Broughton Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
