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- Tasks: Support Financial Advisers with client files, meetings, and queries in a dynamic team.
- Company: Join a growing financial services firm in the heart of Newcastle.
- Benefits: Flexible hours, modern office environment, and a supportive team culture.
- Why this job: Great opportunity to enhance your communication skills and make a real impact.
- Qualifications: Experience supporting Financial Advisers and knowledge of financial products required.
- Other info: Part-time hours may be considered for the right candidate.
The predicted salary is between 30000 - 42000 £ per year.
Due to success and continued growth, our client is looking to recruit an additional and experienced, Financial Services Administrator, to support the business. Whilst full-time hours are preferred, flexibility with start and finish times is available and part-time hours may be considered, for the right candidate.Working from modern offices in Newcastle city centre, you’ll be part of a client-centric team and deal with both existing and new clients. Communication is key here, so you’ll need to be a confident communicator, great at following and completing processes, both accurately and on time.You’ll support several Advisers and your responsibilities will include: · Create client files· Email pre-meeting information to client· Book client meetings· Prepare meeting packs· Process LOA’s and liaise with providers to obtain relevant information· Action withdrawal requests; top-ups, fund switches utilising in-house systems· Deal with client queries· Provide admin support to marketing (client letters, birthday and Christmas cards etc)· Scanning and managing post Candidate Requirements: Must have experience of supporting Financial Advisers in an administrative capacity Good knowledge of pensions, investments and protection products Experience of Salesforce would be advantageous Enjoy working and contributing within a team environment Excellent communication skills, both written and verbal Confide…
Financial Services Administrator employer: EGRecruiting Ltd
Contact Detail:
EGRecruiting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Make sure to highlight your experience in supporting Financial Advisers during any networking opportunities. Engage with professionals in the financial services sector, as they can provide valuable insights and potentially refer you to open positions.
✨Tip Number 2
Familiarize yourself with Salesforce if you haven't already. Consider taking a short online course or tutorial to boost your confidence and demonstrate your commitment to learning the tools that are advantageous for this role.
✨Tip Number 3
Practice your communication skills by engaging in conversations with friends or colleagues about financial topics. Being able to discuss pensions, investments, and protection products confidently will set you apart during interviews.
✨Tip Number 4
Research the company culture of the organization you're applying to. Understanding their values and client-centric approach will help you tailor your discussions and show that you're a great fit for their team.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in supporting Financial Advisers and your knowledge of pensions, investments, and protection products. Use specific examples to demonstrate your skills.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the role. Mention your ability to follow processes accurately and your experience with client interactions.
Highlight Relevant Experience: In your application, emphasize any previous roles where you supported financial services or used Salesforce. This will show that you have the necessary background for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Clear and professional communication is key, so ensure everything is polished and accurate.
How to prepare for a job interview at EGRecruiting Ltd
✨Showcase Your Experience
Be prepared to discuss your previous experience supporting Financial Advisers. Highlight specific examples where you successfully managed client files, processed LOAs, or handled client queries.
✨Demonstrate Communication Skills
Since communication is key for this role, practice articulating your thoughts clearly and confidently. Consider preparing a few scenarios where you effectively communicated with clients or team members.
✨Familiarize Yourself with Relevant Tools
If you have experience with Salesforce or similar systems, be ready to discuss how you've used these tools in your previous roles. If you're not familiar with them, do some research to understand their functionalities.
✨Emphasize Team Collaboration
This position requires working within a client-centric team. Prepare to share examples of how you've contributed to team success in the past and how you handle collaboration and support among colleagues.
