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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; all applications are welcome regardless of background.
The predicted salary is between 28800 - 48000 £ 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
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial services. Being knowledgeable about current industry standards will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by Financial Administrators. Think about how you would handle client queries or manage documentation effectively, as these are key aspects of the job.
✨Tip Number 4
Showcase your organisational skills through examples from your previous experience. Be ready to discuss specific instances where you successfully managed multiple tasks or improved processes, as this will highlight your suitability for the role.
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 your understanding of compliance regulations.
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 before the interview, so you can confidently discuss how you would ensure adherence to these standards in your work.
✨Highlight Your Communication Skills
Outstanding communication is essential for liaising with clients and team members. Be ready to share instances where your communication skills made a difference, whether in resolving client queries or collaborating with colleagues.
✨Demonstrate Your Proactive Attitude
Employers value a proactive mindset. Think of examples where you took the initiative to improve processes or support your team. This will show that you're not just a team player but also someone who actively contributes to the team's success.
