At a Glance
- Tasks: Provide essential admin support to a dynamic financial planning team.
- Company: Join a respected Financial Planning Firm with a focus on client service.
- Benefits: Competitive salary, 25 days holiday, free parking, and ongoing training.
- Other info: Enjoy a supportive team environment with great career development opportunities.
- Why this job: Be a key player in delivering excellent client service and supporting business growth.
- Qualifications: Experience in administration and strong communication skills required.
The predicted salary is between 35000 - 35000 £ per year.
Element Recruitment are partnering with an established and highly regarded Financial Planning Firm on their search for an Administrator to join its growing team on a permanent basis. This role is ideal for someone with a background in financial services administration or someone with an interest in the Financial Services industry, who enjoys working in a professional, detail-focused environment and takes pride in delivering excellent client service, while playing a key role in supporting the wider advice team.
The Role
You will provide comprehensive administrative support to the wider team, ensuring client recommendations and ongoing service propositions are implemented efficiently and accurately. Acting as a key point of contact, you’ll play an essential role in maintaining service standards and supporting business growth.
Key Responsibilities
- Acting as a first point of contact for clients via phone and email
- Managing client records and maintaining accurate data within back-office systems
- Preparing pre-meeting packs and supporting client reviews
- Processing new business, including applications, AML checks, and documentation
- Managing workflows, tasks and centralised mailboxes
- Liaising with providers and handling queries
- Producing illustrations, valuations, and supporting documentation
- Reviewing Letters of Authority and client packs for accuracy
- Supporting advisers and paraplanners with case progression
- Ensuring all work meets internal procedures and regulatory standards
Candidate Requirements
- Previous experience within an administration role
- Strong written communication skills (emails and letters)
- High accuracy when inputting and maintaining client data
- Confident use of Microsoft Office
- Excellent attention to detail
- Strong organisation, planning and prioritisation skills
- Professional and confident client communication
Benefits
- Salary up to £35,000 (DOE)
- 25 days holiday + bank holidays + your birthday off
- Free on-site parking
- Supportive and collaborative team environment
- Ongoing training and development opportunities
Team Administrator employer: Element Recruitment Ltd
Element Recruitment is an excellent employer, offering a supportive and collaborative team environment where your contributions are valued. With ongoing training and development opportunities, employees can grow their careers in the financial services industry while enjoying a competitive salary and generous holiday allowance, including your birthday off. Located in a professional setting, this role allows you to play a key part in delivering exceptional client service and supporting business growth.
StudySmarter Expert Advice🤫
We think this is how you could land Team Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you’re the ideal fit for their team during the interview.
✨Tip Number 3
Practice your communication skills! Since this role involves client interaction, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Team Administrator role, and applying directly can give you an edge over other candidates.
We think you need these skills to ace Team Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous roles in financial services administration and showcase your attention to detail and client communication skills.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about the financial services industry. Share specific examples of how you've delivered excellent client service in the past, and explain how you can support our team.
Showcase Your Organisation Skills:Since this role involves managing workflows and maintaining accurate data, be sure to mention any tools or methods you use to stay organised. We love seeing candidates who can demonstrate strong planning and prioritisation skills!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Element Recruitment Ltd
✨Know Your Financial Services Basics
Brush up on your knowledge of the financial services industry. Understand key terms and concepts that are relevant to the role, as this will show your genuine interest and help you engage in meaningful conversations during the interview.
✨Showcase Your Attention to Detail
Prepare examples from your past experiences where your attention to detail made a difference. Whether it was managing client records or preparing documentation, be ready to discuss how your meticulous nature contributes to excellent client service.
✨Practice Professional Communication
Since you'll be acting as a first point of contact for clients, practice your verbal and written communication skills. Consider role-playing common scenarios with a friend to ensure you come across as confident and professional during the interview.
✨Demonstrate Organisational Skills
Think of specific instances where you successfully managed multiple tasks or projects. Be prepared to explain your methods for prioritising work and maintaining organisation, as these skills are crucial for supporting the wider advice team effectively.
