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- Tasks: Manage customer relationships and support internal teams while ensuring timely responses to inquiries.
- Company: Join a leading financial services firm known for innovative software solutions and rapid growth.
- Benefits: Enjoy a hybrid work model with a competitive salary and opportunities for career advancement.
- Why this job: Elevate your career in a dynamic environment focused on customer success and professional development.
- Qualifications: Experience in financial services, strong communication skills, and knowledge of FCA guidelines required.
- Other info: Work from the office in Leicester four days a week.
Financial Services Administrator
£30,000 – £35,000
Leicester
Full time, Hybrid
Are you an experienced financial services Administrator who would like to elevate your career in 2025?
We have the perfect challenge for someone who is ambitious and wants to work for a progressive business.
Our client dominates the financial services industry offering bespoke software solutions to companies nationally.
They have gone from strength to strength and part of this growth is to recruit an experienced customer success professional to join them on a full-time permanent basis.
The role
- Managing specific relationships with both customers and internal stakeholders
- Acting as the first point of contact with customers in your portfolio
- Reviewing MI for providers and articulating this to customers and senior management
- Managing and using data to ensure conversions are maximised
- Responding to customer enquiries including following up on old enquiries when necessary
- Working to deadlines, ensuring client queries are dealt with in a timely manner
- Updating client profiles always ensuring accuracy
- Working to FCA guidelines
- Supporting management with their administrative needs
- Escalating client issues with the tech team
- Following legislative guidelines when processing documentation
The candidate
- Previous experience working in financial services ideally Pensions/ Employee benefits
- Passionate about all thing s customer service
- Confident with the ability to communicate at all levels
- Strong communication skills both written and verbal
- Knowledge of all Microsoft packages and previous experience using a CRM
- Knowledge of FCA guidelines
- Strong attention to detail
- Happy to work from the office in Leicester 4 days per week
Interested? Please click ‘apply today
Financial Services Administrator employer: EMPLOYAL
Contact Detail:
EMPLOYAL Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with the latest FCA guidelines and regulations. This knowledge will not only help you in the interview but also demonstrate your commitment to compliance and professionalism in the financial services sector.
✨Tip Number 2
Highlight your customer service experience during conversations. Since the role emphasizes managing relationships with customers, showcasing your ability to handle inquiries and resolve issues effectively will set you apart.
✨Tip Number 3
Prepare examples of how you've used data to drive decisions or improve customer satisfaction in previous roles. Being able to articulate your analytical skills will be crucial for managing client profiles and maximizing conversions.
✨Tip Number 4
Since the position requires strong communication skills, practice articulating your thoughts clearly and confidently. Engaging in mock interviews or discussions can help you refine your verbal communication before the actual interview.
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 previous experience in financial services, particularly in pensions or employee benefits. Emphasize your customer service skills and any relevant achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your ability to communicate effectively. Mention specific examples of how you've managed client relationships and resolved issues in the past.
Highlight Relevant Skills: In your application, clearly outline your knowledge of FCA guidelines and your proficiency with Microsoft packages and CRM systems. This will demonstrate your readiness for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Attention to detail is crucial in this role, so make sure your application reflects that quality.
How to prepare for a job interview at EMPLOYAL
✨Show Your Financial Services Knowledge
Make sure to brush up on your knowledge of financial services, especially in areas like pensions and employee benefits. Be prepared to discuss your previous experience and how it relates to the role.
✨Demonstrate Customer Service Passion
Since the role emphasizes customer service, think of specific examples where you went above and beyond for a client. This will showcase your commitment and ability to handle customer relationships effectively.
✨Highlight Your Communication Skills
Prepare to discuss how you communicate with different stakeholders. Use examples that demonstrate your strong written and verbal communication skills, as these are crucial for the position.
✨Familiarize Yourself with FCA Guidelines
Understanding FCA guidelines is essential for this role. Make sure you can explain how you have adhered to these regulations in your past work, as this will show your attention to detail and compliance awareness.
