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- Tasks: Support Financial Advisers by processing applications and managing client communications.
- Company: Join a professional Financial Services company based in Edinburgh, known for its supportive team culture.
- Benefits: Enjoy a collaborative work environment with opportunities for growth and development.
- Why this job: Be part of a close-knit team making a real impact in clients' financial journeys.
- Qualifications: Experience in financial administration is preferred, but a pensions background is also welcome.
- Other info: Flexible opportunities available; reach out to learn more about your potential fit!
The predicted salary is between 30000 - 42000 £ per year.
Job Description
Technical Financial Services Administrator
I am currently working with a professional Financial Services company based in Edinburgh, who due to heavy work volumes are looking to recruit within their support team. This is a great opportunity to be part of a close-knit team as an IFA Administrator, providing shared support to a group of Financial Advisers within the business.
Daily tasks shall include but are not limited to:
- Processing of pensions and investment applications
- Acting as a point of contact to new and existing clients, always ensuring a professional and efficient service.
- Contacting product providers to chase up information, sending out LOA's and updating the in-house database.
- Preparing pre-sale client packs, valuations and suitability reviews.
- Managing own diary and workload as well as others
The ideal candidate shall have existing experience providing administrative support to a financial adviser within a wealth management or financial planning firm however my client would consider someone from a pensions background looking to break into the advisory side of things.
In addition, you should have excellent communication and organisation skills, experience submitting new business applications and navigating various platforms, where exposure to IO would be advantageous but is not essential.
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent
Technical Financial Services Administrator employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Financial Services Administrator
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Financial Advisers or Administrators. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific software and platforms commonly used in financial services, such as CRM systems or investment management tools. This knowledge can give you an edge during interviews and show your commitment to the role.
✨Tip Number 3
Prepare for the interview by practising common questions related to administrative support in financial services. Be ready to discuss your organisational skills and how you've managed workloads in previous roles.
✨Tip Number 4
Research the company you're applying to and understand their values and services. Tailoring your conversation to align with their mission can demonstrate your genuine interest and help you stand out as a candidate.
We think you need these skills to ace Technical Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Technical Financial Services Administrator position. Tailor your application to highlight relevant experience in administrative support within financial services.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience you have in providing administrative support to financial advisers or in pensions. Use specific examples to demonstrate your skills in processing applications and managing client communications.
Showcase Communication Skills: Since excellent communication is crucial for this role, make sure to illustrate your communication skills in your application. Mention instances where you successfully interacted with clients or colleagues, ensuring a professional and efficient service.
Proofread Your Application: Before submitting your application, take the time to proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Eden Scott
✨Showcase Your Relevant Experience
Make sure to highlight any previous experience you have in providing administrative support to financial advisers. If you've worked with pensions or investment applications, be ready to discuss specific examples of your contributions.
✨Demonstrate Strong Communication Skills
As a Technical Financial Services Administrator, you'll be the point of contact for clients. Prepare to showcase your communication skills by discussing how you've effectively managed client relationships and resolved issues in the past.
✨Familiarise Yourself with Industry Tools
If you have experience with specific platforms or tools used in financial services, mention them during the interview. Even if you haven't used IO, showing that you're tech-savvy and willing to learn can set you apart.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and organisational skills. Think of scenarios where you've had to manage multiple tasks or deadlines, and be ready to explain how you prioritised and executed your responsibilities.