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- Tasks: Support financial advisers with admin tasks and manage client documentation.
- Company: Join a respected Wealth Management company in the heart of Castleford.
- Benefits: Enjoy a competitive salary, bonuses, pension, and 30 days holiday.
- Why this job: Be part of a supportive team in a dynamic environment with growth opportunities.
- Qualifications: Experience in financial services and knowledge of investment products required.
- Other info: Work Monday to Friday, 9am to 5pm, in a close-knit team.
Financial Services Administrator – Castleford – £25k – £35k + bonus + pension
Considering making an application for this job Check all the details in this job description, and then click on Apply.
We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Wealth Management company based in central Castleford. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role.
The successful candidate will have experience in financial services, ideally within an IFA or financial planning environment, and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration.
Key Responsibilities:
* Supporting Financial Advisers and Planners with day-to-day administrative tasks
* Liaising with policy providers regarding pensions, investments, and insurance products
* Ensuring client records are accurately maintained
* Managing workload independently while contributing to a close-knit team
* Communicating professionally with clients and providers
Requirements:
* Knowledge of investment products, pensions, SIPPs, and SSASs
* Experience with financial software and Microsoft Office
* Excellent communication and organisational skills
* High attention to detail and ability to prioritise tasks
* A proactive, team-focused xiskglj attitude with the confidence to work independently
Hours – Monday to Friday, 9am to 5pm (35 hours) Holidays are 30 days per annum including statutory.
Keywords – pensions, pension, capital gains tax, tax, inheritance tax, investment, wealth investment, SIPPs, SSASs, finance, financial, wealth management, admin, finance admin, financial services, paraplanner, paraplanners, IFA, IFAs, financial advisor, Fidelity, Transact, Castleford
Financial Services Administrator employer: Career Cross Limited
Contact Detail:
Career Cross Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as SIPPs and SSASs. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those working in wealth management. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss your experience with financial software and Microsoft Office during the interview. Be ready to provide examples of how you've used these tools to improve efficiency or accuracy in your previous roles.
✨Tip Number 4
Showcase your organisational skills by preparing a list of strategies you've used to manage workloads effectively. This will highlight your ability to prioritise tasks and work independently, which is crucial for this role.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly within an IFA or financial planning environment. Emphasise your skills in handling client documentation and liaising with providers.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to support financial advisers and manage client records effectively.
Highlight Relevant Skills: In your application, clearly outline your knowledge of investment products, pensions, and financial software. Use examples to illustrate your excellent communication and organisational skills.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Ensure that your attention to detail shines through, as this is crucial for the role of a Financial Services Administrator.
How to prepare for a job interview at Career Cross Limited
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of investment products, pensions, SIPPs, and SSASs. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Highlight Your Administrative Skills
Prepare examples of how you've successfully managed administrative tasks in previous roles. Discuss your experience with financial software and Microsoft Office, as these are crucial for the position.
✨Demonstrate Communication Skills
Since the role involves liaising with clients and providers, practice articulating your thoughts clearly and professionally. Consider role-playing common scenarios you might encounter in the job.
✨Emphasise Teamwork and Independence
Be ready to discuss how you balance working independently while contributing to a team. Share specific instances where you've successfully collaborated with colleagues or taken initiative on your own.
