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- Tasks: Support a financial advisory team with client records and administrative tasks.
- Company: Join a reputable wealth management firm known for exceptional financial services.
- Benefits: Enjoy a collaborative environment that values professional growth and offers impactful contributions.
- Why this job: Be part of a forward-thinking team that prioritises client experience and compliance.
- Qualifications: Previous admin experience in financial services, strong organisational skills, and proficiency in Microsoft Office required.
- Other info: Equal opportunities employer; applications from all backgrounds are welcomed.
The predicted salary is between 28800 - 43200 £ per year.
Are you an organised and detail-oriented professional looking to advance your career in financial services? We’re seeking a dedicated Financial Administrator to join a reputable and well-established wealth management firm. This is a fantastic opportunity to play a pivotal role in supporting a dynamic team that provides exceptional financial advice and services.
What you'll be doing:
- Preparing and maintaining accurate client records.
- Liaising with clients, advisers, and third parties to manage documentation and queries.
- Supporting the financial advisory team with administrative tasks, including processing applications and tracking their progress.
- Ensuring compliance with industry regulations and internal procedures.
- Contributing to a seamless and professional client experience.
Requirements:
- Previous experience in a similar administrative role, ideally within financial services.
- Strong organisational and multitasking abilities, with excellent attention to detail.
- Proficiency in Microsoft Office Suite and familiarity with CRM systems.
- Outstanding communication skills, both written and verbal.
- A proactive attitude and a team-player mindset.
This is your chance to become part of a collaborative and forward-thinking organisation that values its employees and fosters professional growth. With a commitment to delivering bespoke financial solutions, this company provides a supportive environment where your contributions make a tangible impact.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offers services regardless of age, race, sex, disability, or religious belief.
Financial Administrator employer: Focus Search and Selection
Contact Detail:
Focus Search and Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the key players and current trends can help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals already working in financial administration or related fields. Attend industry events or join online forums to connect with potential colleagues and learn about job openings.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel, as it's often used for data management in financial roles. Consider taking an online course to enhance your proficiency.
✨Tip Number 4
Prepare for common interview questions specific to financial administration, such as those related to compliance and client management. Practising your responses can boost your confidence and help you stand out.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration. Emphasise your organisational skills, attention to detail, and any previous roles in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to support a financial advisory team and manage client relationships.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office Suite and any CRM systems you have used. Provide examples of how these skills have helped you in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Financial Administrator.
How to prepare for a job interview at Focus Search and Selection
✨Showcase Your Organisational Skills
As a Financial Administrator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or maintained accurate records. This will demonstrate your ability to handle the responsibilities of the role.
✨Familiarise Yourself with Financial Regulations
Understanding compliance and industry regulations is crucial in this position. Brush up on relevant financial regulations and be ready to discuss how you have ensured compliance in previous roles. This shows your commitment to maintaining high standards.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with clients and advisers, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated in past roles, especially in resolving queries or managing documentation.
✨Highlight Your Team Player Attitude
The job requires collaboration with a dynamic team. Be prepared to share examples of how you've worked well in a team setting, supported colleagues, and contributed to a positive work environment. This will show that you're a good fit for their culture.
