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For Companies At a Glance
- Tasks: Provide top-notch admin support to financial consultants and clients.
- Company: Reputable financial services firm with a supportive culture.
- Benefits: Competitive salary, career progression, and a positive work environment.
- Why this job: Join a respected team and kickstart your career in finance.
- Qualifications: Strong admin skills and a proactive attitude; finance experience is a plus.
- Other info: Full-time role with Monday to Friday hours and growth opportunities.
The predicted salary is between 33000 - 33000 £ per year.
My client, an established and highly regarded financial services business, is offering an excellent opportunity for a Financial Services Administrator to join their team in a full-time, permanent position paying up to £33,000. This is a fantastic chance to become part of a professional, supportive, and well-respected organisation based in Wellington. You will be genuinely valued, supported in your development, and given real opportunities to progress your career within the financial services industry. The business is known for its positive working environment and commitment to staff development, making this an ideal role for someone looking to build a long-term career. The position is Monday to Friday.
The Role
You will provide high-quality administrative support to Financial Consultants, delivering excellent client servicing, efficient processing of new business, and effective management of client reviews. The role requires a strong administrative background, excellent organisational skills, and a confident, professional approach when dealing with clients by phone, email, and in person. Financial services experience is desirable but not essential.
Key Responsibilities
- Providing friendly and professional administrative support to clients and the team
- Acting as a key point of contact for client enquiries via phone, email, and in person
- Organising meetings and managing diaries effectively
- Supporting the smooth processing of new business applications
- Preparing documentation and ensuring all paperwork is accurate and complete
- Handling client reviews and associated follow-up actions
- Maintaining accurate client records on internal systems
- Carrying out general administrative tasks and ad-hoc duties
- Providing cover for team members during holidays and sickness
Skills & Experience Required
- Proven administrative experience
- Excellent verbal and written communication skills with a confident, professional telephone manner
- Strong organisational and time management skills
- High attention to detail and accuracy
- Good working knowledge of Microsoft Office
- Ability to manage multiple priorities and work to deadlines
- A proactive approach and willingness to learn industry processes
Locations
Financial Services Administrator in Somerset, Wellington employer: Elite Staffing Solutions
Contact Detail:
Elite Staffing Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Somerset, Wellington
✨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. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they support staff development. This will help you show that you're not just looking for any job, but the right fit for both you and them.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with clients and colleagues, being confident and professional is key. Role-play common scenarios with a friend to boost your confidence before the big day.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our fantastic team in the financial services sector.
We think you need these skills to ace Financial Services Administrator in Somerset, Wellington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your administrative experience and any relevant skills that match the job description. 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 this role and how your background makes you a great fit. Keep it professional but let your personality come through – we love to see enthusiasm!
Showcase Your Communication Skills: Since the role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Use clear, concise language and check for any typos or errors – attention to detail is key!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – a quality we really value!
How to prepare for a job interview at Elite Staffing Solutions
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services. Brush up on key terms and concepts that might come up during your chat. This shows you're genuinely interested and ready to engage with the role.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise and keep everything on track.
✨Practice Your Communication
As you'll be dealing with clients and colleagues, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend to refine your verbal communication skills and ensure you come across as professional.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the company culture or opportunities for development. This not only shows your interest but also helps you gauge if the company is the right fit for you.