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For Companies At a Glance
- Tasks: Support senior team members with administration tasks and client communications.
- Company: Join a reputable financial services firm based in Lincoln.
- Benefits: Enjoy 25 days annual leave, a company pension, and study leave.
- Why this job: Gain valuable experience in finance while working in a supportive environment.
- Qualifications: 2 years in financial services and strong communication skills required.
- Other info: Opportunity for career growth and professional development.
The predicted salary is between 22400 - 33600 £ per year.
We are seeking an experienced Administrator to join our Lincoln based client on a Full Time permanent basis. You will 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
- 2 years in a Financial Services setting (pensions, investments, retirement / estate planning).
- 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.
Administrator in Lincoln employer: Future Prospects
Contact Detail:
Future Prospects Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Lincoln
✨Tip Number 1
Familiarise yourself with the Financial Services and Markets Act 2000 and the relevant FCA rules. Understanding these regulations will not only help you in the interview but also demonstrate your commitment to compliance, which is crucial for the role.
✨Tip Number 2
Brush up on your knowledge of financial products like pensions and investments. Being able to discuss these topics confidently during your conversation will show that you have the necessary background for the position.
✨Tip Number 3
Practice your communication skills, especially in a professional context. Since the role involves interacting with clients and providers, being articulate and courteous will set you apart from other candidates.
✨Tip Number 4
Get comfortable with tools like SharePoint, Word, Excel, and Outlook. Familiarity with these platforms will not only make you more efficient but also show that you're ready to hit the ground running.
We think you need these skills to ace Administrator in Lincoln
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in administration roles. Emphasise your skills in communication, organisation, and compliance with regulations.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the key duties mentioned in the job description. Explain how your previous experience aligns with the responsibilities of the Administrator role and demonstrate your understanding of compliance and regulatory requirements.
Highlight Relevant Skills: In your application, clearly outline your proficiency in tools like Word, Excel, Outlook, and Teams. Mention any experience you have with back-office systems and your ability to manage multiple tasks efficiently.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an Administrator role.
How to prepare for a job interview at Future Prospects
✨Know Your Compliance
Familiarise yourself with the Financial Services and Markets Act 2000 and the relevant FCA rules. Being able to discuss compliance procedures confidently will show that you understand the importance of regulations in the financial services sector.
✨Demonstrate Your Communication Skills
As an Administrator, you'll need excellent communication skills. Prepare examples of how you've effectively communicated with clients or team members in the past, whether through phone, email, or face-to-face interactions.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Highlight any tools or methods you use to stay organised, especially when handling multiple cases simultaneously.
✨Prepare for Technical Questions
Brush up on your knowledge of investments, pensions, and protection. Be prepared to answer questions about these topics, as well as demonstrate your proficiency in using software like Word, Excel, and SharePoint.
