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- Tasks: Prepare client records and draft reports while supporting advisers in delivering excellent outcomes.
- Company: Join a well-established company known for its reputation and supportive team culture.
- Benefits: Enjoy free on-site parking, structured career growth, and a friendly work environment.
- Why this job: This role offers valuable experience in finance and a chance to be part of a close-knit team.
- Qualifications: Strong financial planning background, excellent communication skills, and administrative experience required.
- Other info: Work Monday to Friday, 9am-5pm, in a high-performing team that values your contributions.
The predicted salary is between 28800 - 43200 £ per year.
What’s in it for you?
- Free on-site parking
- Clear, structured career growth opportunities
- Be part of a supportive, close-knit team
- Work for a highly reputable and well-established company
Must-Haves:
- Strong background in financial planning and report writing
- Excellent analytical and communication skills
- Previous financial services experience (or actively working toward it)
- Administrative experience
So what you'll be doing:
- Preparing and maintaining accurate client records
- Drafting suitability letters and reports in line with company policy
- Gathering information from clients and providers
- Pre-completing documentation for adviser/client review
- Supporting advisers in delivering excellent client outcomes
- Occasionally assisting with administrative tasks such as income matching and meeting scheduling
Helpful extras:
- Monday-Friday, 9am-5pm hours
- Join a friendly, high-performing team that values you
Finance Administrator employer: i2i Recruitment Consultancy
Contact Detail:
i2i Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Network with professionals in the finance sector, especially those who work in financial administration. Attend industry events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and reporting standards. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Practice your communication skills by engaging in discussions or presentations related to finance. Being able to articulate complex financial concepts clearly will set you apart during interviews.
✨Tip Number 4
Research StudySmarter’s values and culture to align your approach during the interview. Showing that you understand and resonate with our mission can make a significant impact on your application.
We think you need these skills to ace Finance Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your strong background in financial planning and report writing. Use specific examples from your previous roles to demonstrate your analytical and communication skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Finance Administrator role. Mention how your previous financial services experience aligns with the responsibilities outlined in the job description.
Showcase Relevant Skills: Emphasise your administrative experience and any relevant software skills that could benefit the role. Highlight your ability to prepare and maintain accurate client records and draft reports.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in finance roles.
How to prepare for a job interview at i2i Recruitment Consultancy
✨Showcase Your Financial Knowledge
Make sure to highlight your strong background in financial planning and report writing during the interview. Be prepared to discuss specific examples of your previous work in finance, as this will demonstrate your expertise and suitability for the role.
✨Demonstrate Analytical Skills
Since excellent analytical skills are a must-have for this position, be ready to explain how you've used these skills in past roles. Consider preparing a scenario where you successfully analysed data to make informed decisions or improve processes.
✨Communicate Clearly
Effective communication is key in this role, so practice articulating your thoughts clearly and concisely. You might want to prepare answers to common interview questions that require you to explain complex financial concepts in simple terms.
✨Prepare for Administrative Questions
Given the administrative aspects of the job, be ready to discuss your previous administrative experience. Think of examples where you managed client records or supported teams, as this will show your ability to handle the tasks required in this role.
