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- Tasks: Provide top-notch admin support in a fast-paced finance environment.
- Company: Reputable financial services organisation based in Central London.
- Benefits: Competitive salary, career progression, and structured training.
- Why this job: Kickstart your finance career with clear growth opportunities and a supportive team.
- Qualifications: 1-2 years in finance admin, strong attention to detail, and Microsoft Office skills.
- Other info: Join a sociable office culture and develop your skills in financial services.
We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London. This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service.
Key Responsibilities:
- Maintain accurate client records and manage all associated administration
- Prepare and submit applications in line with internal procedures and compliance standards
- Process fund switches, valuations, LOAs and client review actions
- Liaise with product providers, advisers and clients, providing regular progress updates
- Support advisers with review preparation and client documentation
- Manage workflows, activity lists and contribute to month-end figures
- Participate in team meetings and ongoing training
- After year one, progress to handling more technical cases and queries
Skills & Experience Required:
- 1–2 years’ experience in a financial services administration role
- Understanding of the advice process and exposure to pensions, investments or retirement products
- Strong attention to detail, numeracy and literacy skills
- Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous)
- Highly organised, discreet and able to work under pressure
- Proactive, analytical and keen to develop a career in financial services
What’s on Offer:
- Clear career progression and increased earning potential
- Company benefits and structured training
- Sociable, professional and supportive office environment
This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business.
Finance Administrator employer: Gordon Yates Recruitment Consultancy
Contact Detail:
Gordon Yates Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the finance sector, attend industry events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their services and be ready to discuss how your skills align with their needs. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Practice common interview questions and scenarios related to finance administration. Role-play with a friend or use online resources to build your confidence. The more prepared you are, the better you'll perform!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Finance Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description, like attention to detail and proficiency in Microsoft Office.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about a career in financial services and how your background makes you a great fit for the team. Keep it professional but let your personality show!
Showcase Your Skills: In your application, be sure to showcase your organisational skills and ability to work under pressure. Mention any experience with client records or administration tasks that demonstrate your capability to handle the responsibilities of the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Gordon Yates Recruitment Consultancy
✨Know Your Numbers
As a Finance Administrator, you'll need to demonstrate your numeracy skills. Brush up on basic financial concepts and be ready to discuss your experience with numbers, whether it's managing client records or processing fund switches. Show them you can handle the figures with confidence!
✨Familiarise Yourself with Compliance
Understanding compliance standards is crucial in this role. Before the interview, review the key regulations in financial services, especially those related to client documentation and record-keeping. Being able to speak knowledgeably about compliance will set you apart from other candidates.
✨Highlight Your Organisational Skills
This job requires someone who is highly organised and can manage multiple tasks under pressure. Prepare examples from your past experience where you've successfully juggled various responsibilities, maintained accurate records, or improved workflow efficiency. This will show that you're the right fit for a fast-paced environment.
✨Show Enthusiasm for Career Development
The company is looking for someone keen to build a long-term career in financial services. Be sure to express your interest in professional growth during the interview. Discuss any relevant training you've undertaken or future learning goals you have, demonstrating your commitment to developing your skills in this field.
