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- Tasks: Lead a team to provide top-notch admin support in the financial services sector.
- Company: Join a dynamic firm focused on client satisfaction and team collaboration.
- Benefits: Competitive salary, full-time hours, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on teamwork and continuous development.
- Why this job: Make a real difference by supporting financial advisors and clients every day.
- Qualifications: Experience in financial services and strong IT skills required.
The predicted salary is between 35000 - 40000 £ per year.
Our client is looking to appoint an experienced Financial Services Professional to oversee a small team in providing varied and comprehensive administration support to the business.
Duties include:
- Overseeing a small team ensuring provision of varied administrative support to a team of Financial Advisors and the firm's clients.
- Oversee the day to day management of clients.
- Answer telephone enquiries in a polite and respectful manner.
- Ensure all administration incorporates efficient recording and checking of client records.
- Follow email instructions from clients.
- Ensuring that client data is up to date and that adequate records are maintained.
- Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
- Attend company presentations/meetings.
- Calculation of fee invoices to send with the client valuations.
- Administration of Money Laundering documentation.
- Use of MS Office daily.
- Assist with written communication to clients and other external contacts.
- Scanning and filing.
- Compilation of reports and performance figures, provide analysis and check for accuracy.
- Providing accurate valuations ahead of client meetings.
- Ensure compliance with data regulations and industry specific legislation and guidelines.
Educational/Experience Requirements:
- An understanding and knowledge of the financial services sector.
- Excellent IT skills including MS Office.
- Able to ensure that strict procedures are adhered to at all times.
- Willingness to undertake continual professional development.
Personal Specification and Competencies:
- Interpersonal and communication skills.
- Ability to work effectively as part of a team.
- IT/Organisational skills.
- Attention to detail and self-discipline.
- Ability to assess information.
- Resilient and able to work in a fast paced, pressurised environment.
Administrator Manager employer: Castle View Personnel
Contact Detail:
Castle View Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator Manager
✨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 an Admin Manager 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 researching the company and its services. Understand their client base and what makes them tick. This will help you tailor your answers and show that you're genuinely interested in the role and the company.
✨Tip Number 3
Practice your communication skills! As an Admin Manager, you'll need to interact with clients and team members regularly. Role-play common interview questions with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! We have loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you're proactive and keen to join our team!
We think you need these skills to ace Administrator Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Admin Manager role. Highlight your experience in financial services and any relevant skills that match the job description. 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 the role and how your background aligns with our needs. Keep it engaging and personal – we love a bit of personality!
Showcase Your IT Skills: Since the role requires excellent IT skills, make sure to mention your proficiency with MS Office and any other relevant software. We’re looking for someone who can hit the ground running, so don’t hold back on your tech-savviness!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Castle View Personnel
✨Know Your Stuff
Make sure you have a solid understanding of the financial services sector. Brush up on the company's offerings and be ready to discuss how your experience aligns with their needs. This shows you're not just interested in the role, but also invested in the company.
✨Showcase Your Team Skills
As an Admin Manager, you'll be overseeing a small team. Be prepared to share examples of how you've successfully managed teams in the past. Highlight your interpersonal skills and how you foster collaboration and communication within a team.
✨Attention to Detail is Key
Given the nature of the role, attention to detail is crucial. Bring examples of how you've maintained accurate records or handled compliance in previous positions. This will demonstrate your ability to adhere to strict procedures and regulations.
✨Practice Your Communication
You'll need to communicate effectively with clients and colleagues alike. Practise answering common interview questions clearly and confidently. Consider role-playing with a friend to refine your responses and ensure you come across as polite and professional.