At a Glance
- Tasks: Support financial advisers and ensure clients receive top-notch service.
- Company: Join a supportive team that values integrity and professionalism.
- Benefits: Enjoy flexible working, competitive salary, and study support.
- Other info: Great career progression opportunities in a dynamic environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 24300 - 29700 £ per year.
Are you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes? A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first.
What's in it for you?
- Competitive salary
- Flexible working, Monday to Friday 37.5 hrs with one day working from home as an option
- Study support and opportunities to develop your skills
- Healthcare support
- Pension scheme
- Cycle to work scheme
- A supportive team culture
- Career progression and recognition
What will you be doing as a Financial Services Administrator?
You'll play a key role in supporting advisers and ensuring clients receive an efficient, professional service. Your responsibilities will include:
- Processing new business applications across pensions, investments and protection products.
- Managing Letters of Authority and liaising with providers.
- Preparing client review packs and supporting ongoing client servicing.
- Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes.
- Maintaining accurate client records and keeping cases moving within agreed timescales.
- Supporting transfers, withdrawals, fund switches and other client administration.
- Working closely with clients, advisers, providers and paraplanners to deliver a seamless service.
Who are we looking for?
We're looking for someone who is proactive, professional and takes pride in getting the details right. Ideally, you'll have:
- Previous experience in financial planning, wealth management or an IFA environment.
- A good understanding of financial services administration.
- Experience with KYC and AML checks.
- Excellent organisational and communication skills.
- The ability to manage competing priorities while maintaining accuracy.
- Knowledge of pensions, investments and protection products.
- Experience with Intelligent Office, Xplan or similar back-office systems would be an advantage.
If you're looking for a role where your skills are valued, your development is supported and your contribution makes a difference, and you think you could be our next Financial Services Administrator we'd love to hear from you!
Financial Services Administrator employer: Capital Outsourcing Group Limited
At COG Ltd, we pride ourselves on being an excellent employer that fosters a collaborative and dynamic work culture. As a Marketing Executive, you'll enjoy the benefits of working in a supportive team environment where your contributions are valued, and you'll have ample opportunities for professional growth within the fast-paced B2B technology sector. With a focus on innovation and creativity, this role allows you to make a meaningful impact while engaging with leading names in enterprise technology.
Contact Details:
Capital Outsourcing Group Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator
✨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 Capital Outsourcing Group Limited. 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
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 Capital Outsourcing Group Limited.
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 Capital Outsourcing Group Limited'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 Capital Outsourcing Group Limited
✨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 Capital Outsourcing Group Limited.
✨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 Capital Outsourcing Group Limited 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 Capital Outsourcing Group Limited 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.
