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For Companies At a Glance
- Tasks: Provide top-notch admin support in a fast-paced financial advisory environment.
- Company: Join a well-established professional services organisation with a supportive culture.
- Benefits: Gain valuable experience, develop skills, and enjoy a collaborative team atmosphere.
- Why this job: Be the first point of contact for clients and make a real difference in their experience.
- Qualifications: GCSE Maths and English; previous admin experience is a plus but not essential.
- Other info: Dynamic role with opportunities for growth and learning in the financial services sector.
The predicted salary is between 36000 - 60000 £ per year.
HD-Tech are pleased to be supporting a well-established professional services organisation in their search for a Financial Services Administrator.
The Opportunity
This role is focused on delivering high-quality administrative and financial support within a busy advisory environment. You will work closely with senior advisers, technical specialists, and support colleagues to ensure clients receive a consistent, professional, and efficient service. The successful candidate will manage a varied workload, maintain accurate client records, and often act as a first point of contact for clients, ensuring queries are handled promptly and professionally. You will also contribute to internal coordination, helping ensure service levels remain high across the team.
Key Responsibilities
- Maintain compliance with internal procedures, regulatory requirements, and deadlines
- Take ownership of your workload, effectively prioritising tasks
- Handle confidential client data responsibly and in line with GDPR requirements
- Support process improvements and contribute to more efficient ways of working
Client Support Duties
- Provide day-to-day administrative assistance to advisers and support teams
- Prepare documentation, reports, and client meeting packs
- Liaise with external providers and obtain required information
- Work collaboratively with technical and report-writing teams to ensure timely delivery of client outputs
- Act as a point of contact for client queries, including sensitive or complex matters
- Maintain accurate and up-to-date client records and correspondence logs within internal systems (experience with systems such as Intelliflo Office is helpful but not essential)
- Process new business documentation and client instructions
- Prepare valuation or review reports as required
- Build effective working relationships with external providers and internal colleagues
- Escalate non-standard requests where appropriate
Additional Duties
- Provide general team support as required by your manager
- Assist with internal meetings or administrative coordination when needed
Skills & Experience
- Self-motivated, organised, and accountable
- Strong written and verbal communication skills
- Able to work both independently and collaboratively
- Comfortable managing multiple priorities in a structured environment
- Previous experience in administration or client services (financial or professional services experience beneficial but not essential)
- Strong numerical awareness and problem-solving approach
- Confident building relationships with colleagues and external contacts
- Good IT skills, including familiarity with tools such as Excel, Word, and PowerPoint from Microsoft
Qualifications
- GCSE Maths and English (or equivalent)
- Relevant industry qualifications are advantageous but not required
Financial Services Administrator in Norwich employer: Henderson Drake
Contact Detail:
Henderson Drake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Norwich
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, attend industry events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your skills as a Financial Services Administrator. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your responses to common interview questions. Think about how your experience aligns with the key responsibilities listed in the job description. Being able to articulate your past experiences will boost your confidence and impress potential employers.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. Plus, it’s a great opportunity to reiterate your enthusiasm for the role.
We think you need these skills to ace Financial Services Administrator in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant administrative or client service experience, especially in financial services, to show us you’re a great fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the Financial Services Administrator position and how your background aligns with our needs. Keep it professional but let your personality come through!
Showcase Your Communication Skills: Since strong written communication is key for this role, make sure your application is clear and concise. Avoid jargon and keep your language straightforward so we can easily see your qualifications and enthusiasm.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at Henderson Drake
✨Know Your Stuff
Before the interview, make sure you understand the role of a Financial Services Administrator inside out. Familiarise yourself with the key responsibilities mentioned in the job description, like maintaining compliance and managing client records. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role involves managing a varied workload, be prepared to discuss how you prioritise tasks and stay organised. Think of specific examples from your past experiences where you successfully juggled multiple responsibilities. This will demonstrate your ability to handle the demands of the job effectively.
✨Communicate Clearly
Strong communication skills are crucial for this role, especially when acting as a point of contact for clients. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few scenarios where you've had to communicate complex information simply, as this will highlight your ability to connect with clients and colleagues alike.
✨Be Ready to Discuss Process Improvements
The job mentions contributing to process improvements, so think about any ideas you have for making administrative tasks more efficient. Be ready to share examples of how you've improved processes in previous roles or how you would approach it in this new position. This shows initiative and a proactive mindset, which is exactly what they’re looking for!