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- Tasks: Join our Pensions team as a Finance Administrator, handling accounts and client communications.
- Company: We are a dynamic financial services company focused on delivering top-notch service to our clients.
- Benefits: Enjoy a structured work schedule, professional development opportunities, and a supportive team environment.
- Why this job: This role offers hands-on experience in finance, fostering skills that are essential for your career growth.
- Qualifications: AAT Level 2 or above preferred; experience in finance is a plus but not mandatory.
- Other info: Work hours are Monday to Friday, 9am to 5pm, with a one-hour lunch break.
The predicted salary is between 28800 - 43200 £ per year.
Key Responsibilities
The Finance Administrator will work as part of the Pensions team and fulfil a specific role which will be task oriented, carrying out clearly defined accounts orientated activities.
- Ensure clients receive regular and effective communication which is professional and delivered to the highest standards
- Maintain and develop good business relationships with internal and external customers
- Escalate any problems, mistakes, backlogs or issues immediately to line manager
- Assist with Payroll tasks
- Bank Reconciliations
- Report any breaches or complaints immediately to line manager and to Compliance
- Where risks are identified, ensure these are documented and reported to the line manager and compliance
- Achieve and maintain competence as required by the Company's Training and Competence Scheme
- Contribute to process reviews, constantly seeking ways to streamline and improve the way in which we deliver the service
- Ensure all requests and work received from clients and IFAs are processed in line with laid down procedures, within regulatory timeframes and meet company service levels and standards and service level agreements
- Provide support to the line manager to ensure the overall team objectives are met
Knowledge and Skills
- Experience of working in a Financial orientated business preferred
- AAT Level 2 or above preferred
- Proficient in the use of Microsoft Office including Excel
- Good organisation skills and able to prioritise
- Demonstrate innovation and added value towards client's needs
Working hours - Monday to Friday, 9am - 5pm most of the time, with 1 hour for lunch
Finance Administrator employer: E-Fab Recruitment
Contact Detail:
E-Fab Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Finance Administrator, especially those related to client communication and relationship management. Being able to discuss how you can maintain high standards in these areas during an interview will set you apart.
✨Tip Number 2
Brush up on your knowledge of bank reconciliations and payroll tasks, as these are crucial for the role. Consider preparing examples from your past experience where you've successfully handled similar tasks to demonstrate your competence.
✨Tip Number 3
Showcase your proficiency in Microsoft Office, particularly Excel, by being ready to discuss specific functions or tools you’ve used. This could include anything from data analysis to creating reports, which are essential skills for this position.
✨Tip Number 4
Highlight your organisational skills and ability to prioritise tasks effectively. Prepare to share strategies you've used in the past to manage workloads and meet deadlines, as this will demonstrate your capability to thrive in a fast-paced environment.
We think you need these skills to ace Finance Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance and administration. Emphasise any previous roles where you managed accounts, communicated with clients, or handled payroll tasks.
Craft a Strong Cover Letter: In your cover letter, address how your skills align with the responsibilities of the Finance Administrator role. Mention your proficiency in Microsoft Office, particularly Excel, and your ability to maintain good business relationships.
Showcase Problem-Solving Skills: Provide examples in your application of how you've escalated issues effectively in past roles. This demonstrates your ability to handle challenges and communicate professionally with your line manager.
Highlight Continuous Improvement: Mention any experiences where you've contributed to process reviews or improvements in your previous jobs. This shows your commitment to enhancing service delivery, which is key for this role.
How to prepare for a job interview at E-Fab Recruitment
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial terminology and concepts, especially those relevant to pensions and payroll. Demonstrating your understanding of these areas will show the interviewer that you are well-prepared for the role.
✨Highlight Your Communication Skills
Since effective communication is key in this role, be ready to discuss examples of how you've successfully communicated with clients or colleagues in the past. This will help illustrate your ability to maintain professional relationships.
✨Prepare for Problem-Solving Questions
Expect questions about how you would handle issues like backlogs or mistakes. Think of specific instances where you've identified a problem and escalated it appropriately, showcasing your proactive approach.
✨Demonstrate Organisational Skills
Be prepared to discuss how you prioritise tasks and manage your time effectively. You might want to share examples of how you've streamlined processes in previous roles, as this aligns with the company's focus on continuous improvement.
