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For Companies At a Glance
- Tasks: Provide top-notch support and manage client enquiries in a fast-paced financial environment.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, remote work, and opportunities for professional growth.
- Why this job: Make a real impact while developing your skills in a dynamic financial services role.
- Qualifications: Experience in Financial Services, excellent IT skills, and a proactive attitude.
- Other info: Opportunity to progress within the SJP Accreditation framework.
The predicted salary is between 24000 - 40000 £ per year.
Location: Remote
Salary: Up to £40,000 (DoE)
Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional Financial Services Administrator. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.
The Role:
- You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
- You will be a point of contact for clients and third parties dealing with general enquiries.
- You will be responsible for business submission using bespoke software.
- You will need to ensure that business obtained is being processed in a timely way.
- Due to the nature of the business, tasks must be completed within a timely manner.
- You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework.
The Person:
- 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.
- You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop.
- You have excellent IT and communication skills, are highly organised and can make decisions.
- Ideally, you have used the CRM Salesforce.
- You are a self-starter and able to work with little or no supervision.
- It is essential that as a Financial Services Administrator you are confident in dealing with third parties and can work with total discretion.
- A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.
St. James’s Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Financial Services Administrator employer: Burgh Recruitment Ltd (Financial Services)
Contact Detail:
Burgh Recruitment Ltd (Financial Services) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨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 lookout for opportunities. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Services Administrators and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your skills effectively.
✨Tip Number 3
Show off your tech skills! If you've got experience with CRM systems like Salesforce, make sure to highlight that in conversations. Being tech-savvy is a big plus in this role, so don’t shy away from discussing your proficiency.
✨Tip Number 4
Apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, you’ll be one step closer to joining a fantastic team at St. James’s Place Plc. Don’t forget to tick that Privacy Policy box!
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight relevant experience and skills that match the job description, especially your customer service and administrative abilities.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your experience in financial services and how you can contribute to the team at StudySmarter.
Show Off Your IT Skills: Since the role requires excellent IT skills, don’t forget to mention any relevant software you’ve used, especially if you have experience with CRM systems like Salesforce. This will show us you’re ready to hit the ground running!
Follow Application Instructions: When applying, make sure to follow all instructions carefully. Don’t forget to tick the Privacy Policy box and click the green 'apply to this job' button. We want to see that you can follow directions!
How to prepare for a job interview at Burgh Recruitment Ltd (Financial Services)
✨Know Your Stuff
Make sure you brush up on your financial services knowledge before the interview. Understand the basics of investment and retirement products, as well as any specific software mentioned in the job description, like Salesforce. This will show that you're not just a candidate, but someone who’s genuinely interested in the role.
✨Showcase Your Customer Service Skills
Since this role involves a lot of client interaction, be prepared to discuss your previous experiences in customer service. Think of examples where you went above and beyond for a client or resolved a tricky situation. This will highlight your ability to maintain excellent service under pressure.
✨Demonstrate Your Organisational Skills
The job requires a high level of organisation and the ability to manage multiple tasks. Be ready to share how you prioritise your workload and ensure timely completion of tasks. You could even mention any tools or methods you use to stay organised, which will impress the interviewers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows that you’re engaged and thinking about how you can contribute to the company’s success.
