At a Glance
- Tasks: Provide top-notch support in a fast-paced financial services team.
- Company: Join a successful and established wealth management firm.
- Benefits: Competitive salary, bonus scheme, and opportunities for professional growth.
- Other info: Work independently in a dynamic environment with career progression opportunities.
- Why this job: Make a real impact while developing your skills in finance.
- Qualifications: Minimum 2 years in financial services with strong IT and communication skills.
The predicted salary is between 28000 - 32000 £ per year.
Location: Denmead (PO7) or Alton (GU34)
Salary: £28k - £32k depending on experience plus bonus scheme
Working as part of the team at Capital Planning Partners (Holdings) Ltd who are an Appointed Representative of St. James's Place Plc.
An excellent opportunity has arisen for a professional Financial Services Administrator to work in Denmead or Alton. 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 is processed accurately and within agreed timescales.
- You will have some previous experience and knowledge of financial services 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 a minimum of 2 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.
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 £216.94bn. 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 in Waterlooville employer: Burgh Recruitment
At Capital Planning Partners (Holdings) Ltd, we pride ourselves on being an excellent employer, offering a supportive and dynamic work environment in Denmead or Alton. Our team-oriented culture fosters professional growth through comprehensive training and the opportunity to progress within the SJP Accreditation framework, while our competitive salary and bonus scheme reflect our commitment to rewarding hard work and dedication. Join us to be part of a well-established and successful practice that values initiative and provides meaningful career development in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Waterlooville
✨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 Burgh Recruitment. 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 Administrator in Waterlooville
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 Burgh Recruitment.
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 Burgh Recruitment'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 Burgh Recruitment
✨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 Burgh Recruitment.
✨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 Burgh Recruitment 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 Burgh Recruitment 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.
