At a Glance
- Tasks: Handle client queries, arrange meetings, and maintain accurate records.
- Company: Join a dynamic financial services team in beautiful Dorset.
- Benefits: Enjoy hybrid work options and a supportive team culture.
- Why this job: Advance your career in a role that values detail and collaboration.
- Qualifications: A-Level or equivalent, 3-5 years in financial services, strong communication skills.
- Other info: Experience with Intelligent Office is a plus; professional integrity is key.
The predicted salary is between 19200 - 22400 £ per year.
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Effectively handle queries from clients and other parties, ensuring accurate and appropriate communication.
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Communicate with clients via telephone, taking and acting on verbal instructions, and promptly referring to relevant departments if necessary.
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Arrange meetings for financial advisers.
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Create and maintain accurate client records in compliance with company policies and procedures.
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Liaise with product providers and other third parties.
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Ideally educated to at least A-Level or equivalent, including GCSE Maths and English at grade B or Grade 5.
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At least 3-5 years of experience in a financial services role. Experience with Intelligent Office (IO) is advantageous.
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Proficient in Microsoft Office Suite with a strong understanding of the financial planning process and products.
Skills & Abilities:
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Ability to work within defined business processes and achieve agreed outcomes without supervision.
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Capable of working both independently and as part of a team, with the ability to prioritise and plan workload effectively.
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Strong attention to detail and accuracy in all tasks.
The ideal candidate will possess excellent verbal and written communication skills, they will be proactive, motivated, and hardworking, demonstrating a strong people-cantered approach. Professional integrity is essential, as the role requires the ability to empathise with customers while clearly explaining professional points. The candidate should also be adept at fostering open and constructive relationships with both colleagues and customers
If you are a detail-oriented Financial Administrator and looking to advance your career, we would love to hear from you. Apply now and be part of a team that values growth, collaboration, and excellence.
Please contact Jo at Financial Divisions to discuss this Financial Administrator role further.
Fin. Administrator to Paraplanner - Dorset - Up to £32k-Hybrid/3 days in office employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fin. Administrator to Paraplanner - Dorset - Up to £32k-Hybrid/3 days in office
✨Tip Number 1
Make sure to familiarize yourself with the financial planning process and products. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Highlight your experience in handling client queries and communication. Be ready to share specific examples of how you've effectively managed client relationships in your previous roles.
✨Tip Number 3
If you have experience with Intelligent Office (IO), make sure to mention it! This could give you an edge over other candidates, as it's advantageous for this position.
✨Tip Number 4
Demonstrate your attention to detail by preparing questions about the company's processes and policies. This shows that you're proactive and genuinely interested in how they operate.
We think you need these skills to ace Fin. Administrator to Paraplanner - Dorset - Up to £32k-Hybrid/3 days in office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly any roles where you've handled client queries or maintained accurate records. Emphasize your proficiency in Microsoft Office and any experience with Intelligent Office (IO).
Craft a Strong Cover Letter: In your cover letter, demonstrate your understanding of the financial planning process and your ability to communicate effectively with clients. Mention specific examples of how you've successfully managed client relationships and resolved queries in previous roles.
Highlight Relevant Skills: Clearly outline your skills that align with the job description, such as attention to detail, ability to work independently, and strong communication skills. Use bullet points for clarity and impact.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Communication Skills
Since the role involves handling client queries and communicating effectively, be prepared to demonstrate your verbal and written communication skills. Practice explaining complex financial concepts in simple terms, as this will show your ability to empathize with clients.
✨Highlight Your Attention to Detail
Given the importance of accuracy in maintaining client records, share examples from your past experience where your attention to detail made a significant impact. This could include instances where you caught errors or improved processes.
✨Demonstrate Your Financial Knowledge
Brush up on your understanding of the financial planning process and products. Be ready to discuss how your previous experience aligns with the requirements of the role, especially if you have worked with Intelligent Office (IO).
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle real-life situations, such as managing client expectations or prioritizing tasks. Think of specific examples that showcase your problem-solving skills and your ability to work independently and as part of a team.