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For Companies At a Glance
- Tasks: Support Financial Planners and clients with administration tasks in a friendly team.
- Company: Join a growing firm of Independent Financial Advisers (IFAs) with a supportive culture.
- Benefits: Enjoy a competitive salary, flexible working options, and support for professional qualifications.
- Why this job: Be a key contact for clients while developing your skills in a collaborative environment.
- Qualifications: Experience in financial services administration is essential; strong communication and organisational skills required.
- Other info: Hybrid working options available, perfect for balancing work and study.
The predicted salary is between 28800 - 43200 £ per year.
Your new company Due to internal promotion, a new job opportunity has arisen within a growing firm of IFAs for an experienced financial services administrator. Working within a very friendly and supportive team environment. Your new role Providing administration support to experienced Financial Planners and their clients to ensure high standards of client service. You will be a key point of contact for clients, providing assistance across all areas of financial planning. This will include preparing all documentation prior to submitting new business, using the back office CRM system, assisting advisers to prepare for client meetings, including preparing provider illustrations and liaising with providers to chase up outstanding documentation. What you\’ll need to succeed Current experience of working in a financial services administration role is essential, ideally gained within an IFA practice (or product provider with a good understanding of pension and investment products and experience of CRM / back office systems), strong communication and organisational skills, methodical, excellent attention to detail, enjoy working as part of a team. What you\’ll get in return Highly competitive basic salary to reflect experience plus a good benefits package, supportive working environment, support to attain professional qualifications if desired.Flexible working options are available, including the option to work remotely on a hybrid basis. What you need to do now If you\’re interested in this role, click \’apply now\’ to forward an up-to-date copy of your CV, or call us now. If this job isn\’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C\’s, Privacy Policy and Disclaimers which can be found at hays.co.uk TPBN1_UKTJ
Financial Services Administrator employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the specific CRM and back office systems commonly used in financial services. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Brush up on your knowledge of pension and investment products. Understanding these areas will not only help you in the role but also show your potential employer that you're serious about contributing to their team.
✨Tip Number 3
Prepare for the interview by thinking of examples where you've provided excellent client service in previous roles. This will help you illustrate your strong communication and organisational skills effectively.
✨Tip Number 4
Network with professionals in the financial services industry, especially those working in IFAs. They can provide insights into the company culture and may even refer you internally, increasing your chances of landing the job.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration, particularly within an IFA practice. Emphasise your familiarity with CRM systems and your understanding of pension and investment products.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication and organisational skills. Mention specific examples of how you've provided excellent client service in previous roles, and express your enthusiasm for working in a supportive team environment.
Highlight Relevant Skills: In your application, clearly outline your methodical approach and attention to detail. These are crucial for the role, so provide examples of how these skills have helped you succeed in past positions.
Follow Application Instructions: Ensure you follow the application instructions carefully. Submit your up-to-date CV as requested and double-check for any additional documents that may be required. This shows your attention to detail right from the start.
How to prepare for a job interview at Hays
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial products, especially pensions and investments. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Highlight Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experience where you successfully managed multiple tasks or projects. This will show that you can handle the demands of the position.
✨Prepare for Client Interaction Scenarios
As a key point of contact for clients, be ready to discuss how you would handle various client scenarios. Think about how you would ensure high standards of service and resolve any potential issues.
✨Familiarise Yourself with CRM Systems
Since experience with back office CRM systems is essential, make sure you can talk about your familiarity with such tools. If possible, mention specific systems you've used and how they helped streamline your work.
