At a Glance
- Tasks: Support client relationships and manage documentation in a dynamic financial services team.
- Company: Join a successful SJP Partner Practice with a friendly and organised culture.
- Benefits: Competitive salary up to £30,000, Monday to Friday hours, and supportive team environment.
- Other info: Great opportunity for career growth in a thriving industry.
- Why this job: Perfect for detail-oriented individuals who thrive in a collaborative financial services setting.
- Qualifications: Organisational skills and a passion for client support are essential.
The predicted salary is between 24000 - 36000 £ per year.
Location: Newton-le-Willows, WA12
Hours: Monday to Friday 9.30am to 4.30pm
Salary: Up to £30,000 (DoE)
We are looking for a friendly, organised Financial Services Administrator to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice. This is a varied role where you will be joining a team that manage a varied caseload, prepare accurate and compliant documentation, and help keep everything running smoothly behind the scenes. If you enjoy detail, organisation, and working as part of a supportive team in Financial Services, this could be a great fit.
The Role:
- Preparing meeting notes, Ongoing Advice letters, and client documentation
- Supporting advisers with projections, calculations, and general admin
- Processing new business and replacement or transfer cases within pensions and investments
- Liaising with clients by phone and email, keeping records up to date
- Tracking pipeline activity and helping the team meet service levels
- Checking the progress of advice cases such as fund switches, drawdown and decumulation reviews with the relevant departments
Financial Services Administrator employer: Burgh Recruitment
Join a dynamic and supportive team at a leading Partner Practice of St. James's Place Wealth Management in Gravesend, where your contributions as a Senior Administrator will be valued and rewarded. With a highly competitive salary, excellent benefits, and a focus on professional development, this role offers a unique opportunity to grow within a fast-paced environment that prioritises client service excellence and innovative solutions. Experience a collaborative work culture that encourages proactive ideas and fosters career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
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 hunt for a Financial Services 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 brushing up on your knowledge of financial services. Familiarise yourself with common industry terms and practices, so you can confidently discuss how your skills align with the role. We want you to shine when it comes to showcasing your organisational prowess!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable answering questions about your experience and how you handle administrative tasks. This will help you articulate your strengths and show that you're ready to support the team effectively.
✨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 take the initiative to connect directly with us. So, go ahead and submit your application today!
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 your organisational skills and any relevant experience in client administration or financial services. We want to see how you can bring value 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 specific examples of your attention to detail and teamwork, as these are key in our supportive environment.
Showcase Your Communication Skills:Since you'll be liaising with clients and supporting advisers, it's important to demonstrate your communication skills. Use clear and concise language in your application, and don’t forget to mention any experience you have in client-facing roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you understand the basics of financial services and the specific tasks mentioned in the job description. Brush up on terms like 'pensions', 'investments', and 'client documentation'. This will show that you're not just interested, but also knowledgeable about the role.
✨Show Your Organisational Skills
Since this role requires a lot of organisation, be ready to discuss how you manage your time and tasks. Bring examples of how you've successfully handled multiple responsibilities in the past. Maybe even mention a system or tool you use to keep everything in check!
✨Practice Your Communication
You'll be liaising with clients and advisers, so practice clear and friendly communication. Think about how you would explain complex information simply. You might even want to role-play some scenarios with a friend to get comfortable.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the team dynamics or the types of cases you'll be handling. This shows your genuine interest in the role and helps you assess if the company is the right fit for you too!
