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- Tasks: Support financial planners by managing client appointments and ensuring timely service delivery.
- Company: Join a friendly team of experienced financial planners at Castlegate in Grantham.
- Benefits: Full-time role with opportunities for professional development and qualifications.
- Why this job: Be part of a supportive environment that values detail and client relationships.
- Qualifications: Strong organisational skills, attention to detail, and a willingness to learn.
- Other info: Dynamic role with potential for career growth in the financial services sector.
The predicted salary is between 28800 - 43200 £ per year.
Head of Talent | Neurodiversity Champion | Driving Inclusive, Future-Ready Workforces
Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in an efficient, and timely manner. We are looking for people with a keen eye for detail and a strong work ethic, and the ability to work well with compliance and industry regulations.
Record keeping is vital to the role. So, our financial services administrators need to be diligent in keeping track of invoices, tax payments and reimbursements. You should be confident with the preparation of income statements, balance sheets and budgets.
At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham, many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain.
This means that our clients in Grantham not only have access to a local financial professional (for convenience), but also some of the best financial advice available in the UK. This does not detract from our personal service, however. Our team is commended for its friendliness, approachability and emphasis on building trusting relationships.
Responsibilities
- Managing the Financial Planner’s diary by scheduling client appointments and internal meetings
- Assisting the Financial Planner with the servicing demands of each client
- Liaising with the Paraplanner to ensure the servicing demands of the client are met in a timely manner
- Preparation of new business submission
- Liaising with product providers and investment companies
- Ensuring periodic client reviews are carried out in a timely manner
- To act as a point of contact for clients and other offices
- Keeping the clients informed of progress to manage client expectations
- Ensuring outstanding fees and invoices are chased in a timely and organised fashion
- Learning the financial services sector and products such as pensions, bonds, ISAs and protection
- All routine administration, including scanning, filing, and telephone calls
About you
- Excellent organisational skills
- Professional telephone manner
- Provide a professional, prompt and courteous service to clients
- Able to use own initiative
- Ability to prioritise tasks independently by assessing situations to determine urgency
- Excellent listening skills and able to provide clear verbal and written communication
- Computer literate and good typing skills
- Previous knowledge or use of Microsoft Office products
- Essential time management skills and attention to detail
- Some knowledge of the FCA and record keeping requirements would be preferable
- Basic knowledge of the financial services sector
- Willingness to undertake qualifications if requested
- Knowledge of the Intelliflo system desirable
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
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Financial Services Administrator employer: Castlegate Financial Management
Contact Detail:
Castlegate Financial Management Recruiting Team
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 researching Castlegate and understanding their values. Show them that you’re not just another candidate, but someone who genuinely aligns with their mission of providing top-notch financial advice while building trusting relationships with clients.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to organisation and attention to detail. Use examples from your past experiences to demonstrate how you've successfully managed tasks and met deadlines in a similar environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Castlegate and ready to dive into the financial services world.
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, attention to detail, and any relevant experience in finance or administration. 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 passionate about the financial services sector and how your skills align with our needs. Keep it friendly and professional – we love a personal touch!
Showcase Your Communication Skills: Since this role involves liaising with clients and colleagues, make sure to demonstrate your excellent verbal and written communication skills in your application. We appreciate clear and concise communication, so don’t hold back!
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team at Castlegate!
How to prepare for a job interview at Castlegate Financial Management
✨Know Your Numbers
Brush up on your financial knowledge, especially around income statements, balance sheets, and budgets. Be ready to discuss how you've handled these in past roles or how you would approach them in this position.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think about times when you managed multiple tasks or schedules effectively, as this role requires excellent time management and prioritisation.
✨Familiarise Yourself with Compliance
Since compliance is key in this role, do some research on FCA regulations and record-keeping requirements. Being able to speak knowledgeably about these topics will show that you're serious about the role and understand its importance.
✨Demonstrate Your Communication Skills
Practice clear and concise communication. You’ll need to liaise with clients and team members, so be prepared to showcase your professional telephone manner and your ability to convey information effectively during the interview.