At a Glance
- Tasks: Support senior team members with administration and client communication in a professional manner.
- Company: Join a reputable financial services firm based in Lincoln.
- Benefits: Enjoy 25 days leave, pension, sick pay, and study leave.
- Other info: Dynamic role with opportunities for growth and development.
- Why this job: Kickstart your career in finance while making a real impact.
- Qualifications: Strong communication skills and basic understanding of finance required.
We are seeking a Financial Services Administrator to join our Lincoln based client on a full time permanent basis. You’ll be providing administration support to senior members of the team ensuring the company is represented in a professional and courteous manner.
THE ROLE
- Always comply with the Financial Services and Markets Act 2000 and the relevant FCA rules, as well as, regulatory requirements and company policies.
- Comply with the relevant compliance, Consumer Duty, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times.
- Keep up to date with all relevant product, legislative and technical changes.
- Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date in SharePoint, scanning and printing, keeping detailed file notes.
- Maintaining accurate client data, policy information, and critical records using a back-office system.
- Processing new business both online and via paper applications.
- Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers.
- Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post.
- Occasionally providing administration support for local marketing initiatives.
THE CANDIDATE
- Excellent communication skills, a good understanding of Word, Excel, Outlook and Teams.
- Basic understanding of investments, pensions and protection.
- The ability to learn and understand the firm’s record keeping requirements and compliance procedures.
- Good understanding of the major platforms and providers and up to date knowledge of their websites and forms.
- Being self-motivated, efficient, thorough and forward thinking.
- The ability to multi-task and manage several cases at once.
- Self-organised and able to prioritise workload to meet agreed deadlines.
- Proactive, high standards of accuracy and attention to detail.
THE BENEFITS
- 25 days annual leave, increasing with length of service + birthday off.
- Company pension.
- Death in service.
- Sick Pay.
- Employee assistance plan.
- Study leave.
- Cycle to work scheme.
Thank you for your interest in this vacancy and good luck with your application.
Financial Services Administrator in Lincoln employer: Future Prospects Group Ltd
Join a dynamic team in Lincoln as a Financial Services Administrator, where you will enjoy a supportive work culture that prioritises professional development and employee well-being. With competitive benefits including 25 days of annual leave, a company pension, and opportunities for study leave, this role offers a rewarding environment for those looking to grow their careers in the financial services sector. The company fosters a collaborative atmosphere, ensuring that every team member is valued and empowered to contribute meaningfully.
Contact Details:
Future Prospects Group Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Lincoln
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Future Prospects Group Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in Lincoln
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Future Prospects Group Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Future Prospects Group Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Future Prospects Group Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Future Prospects Group Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Future Prospects Group Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Future Prospects Group Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
