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- Tasks: Support financial advisors with admin tasks and client documentation.
- Company: DC&A Financial Planning, experts in tailored financial services.
- Benefits: Part-time role with flexible hours and professional growth opportunities.
- Why this job: Join a team that simplifies financial planning and makes a real difference.
- Qualifications: Experience in financial services admin and strong communication skills.
- Other info: Dynamic work environment in St Helens with potential for career advancement.
The predicted salary is between 30000 - 48000 £ per year.
DC&A Financial Planning specializes in providing comprehensive and tailored financial planning services, focusing on pensions, investments, and care fees. We partner with individuals, companies, trustees, and other professionals to simplify complex financial matters. Our expertise includes pension planning, life assurance, income protection, and investment strategies. We strive to help clients achieve their financial goals by offering personalized guidance for retirement planning, safeguarding family financial security, and managing surplus income or capital for future needs.
This is a contract role for a part time Financial Services Administrator based on-site in St Helens. The role involves supporting financial advisors with administrative tasks, preparing client documentation, managing correspondence, and maintaining accurate client records. The Financial Services Administrator will interact directly with clients and assist in delivering high-quality financial planning services. Responsibilities may also include scheduling appointments, liaising with external providers, and preparing reports.
Qualifications
- Strong knowledge of Financial Planning processes and principles
- Good Analytical Skills
- Excellent Communication skills, both written and verbal
- Highly organized with attention to detail and ability to multitask effectively
- Capability to work independently and collaboratively in a professional setting
- Experience working in a financial services administrative role is essential
- Qualifications as an administrator preferable but not essential
Financial Services Administrator in St Helens employer: DC&A Financial Planning
Contact Detail:
DC&A Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in St Helens
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research DC&A Financial Planning and understand their services inside out. Be ready to discuss how your skills can help simplify complex financial matters for their clients.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks effectively in previous roles. This will demonstrate your ability to handle the administrative side of the Financial Services Administrator position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at DC&A Financial Planning.
We think you need these skills to ace Financial Services Administrator in St Helens
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Services Administrator role. Highlight your knowledge of financial planning processes and any relevant administrative experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how your skills can help us deliver high-quality planning services. Keep it concise but engaging!
Show Off Your Communication Skills: Since this role involves direct client interaction, it's crucial to demonstrate your excellent written communication skills. Make sure your application is clear, professional, and free from typos – we love attention to detail!
Apply Through Our Website: We encourage you to apply directly 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 from us!
How to prepare for a job interview at DC&A Financial Planning
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning processes and principles. Be ready to discuss how you can support financial advisors, and maybe even share examples from your past experience that highlight your understanding of pensions, investments, and care fees.
✨Show Off Your Organisational Skills
Since the role requires a high level of organisation, prepare to talk about how you manage your time and tasks. Bring examples of how you've successfully juggled multiple responsibilities in previous roles, especially in a financial services environment.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain complex financial concepts, so think about how you would simplify these for clients who may not have a financial background.
✨Be Ready to Collaborate
This position involves working both independently and as part of a team. Prepare to discuss how you've successfully collaborated with others in the past, whether it was scheduling appointments or liaising with external providers. Highlight your ability to adapt to different working styles.
