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- Tasks: Support financial advisers and manage client portfolios with precision and care.
- Company: Join a top-rated financial services firm in Buckinghamshire, known for investing in team development.
- Benefits: Enjoy 28 days holiday, pension, bonuses for exam success, and fun team events!
- Why this job: Gain valuable experience in finance while building strong client relationships in a supportive environment.
- Qualifications: 5 GCSEs including Maths and English; previous finance experience is a plus.
- Other info: Work Monday to Friday with early finishes on Fridays and opportunities for networking.
The predicted salary is between 25000 - 39000 £ per year.
If you are looking to work for a company that invests in its teams development, as well as to be recognised as one of the best in the UK at what they do, and if you are a solid, experienced administrator ideally in the world of finance, investments, mortgage or related sector, then this may be worth a read!
Location: Milton Keynes
Salary: circa £31,000 - £39,000 depending on experience and qualifications
Benefits:
- Pension
- 28 days holiday (including bank holidays) PLUS additional holidays to cover Christmas and New Year closure
- Parking
- Continuous development sponsored and a bonus at exams passed
- Employee recognition awards
- Friday breakfast club
- Fab Festive team events
- And lots more!
Hours: Worked Monday to Friday 8.00-5.00pm (normally 4.00pm finish on a Friday to start the weekend)
Overview: The Adviser support team members have responsibility for the ongoing relationship for a portfolio of clients and supporting the financial adviser in looking after these clients’ needs, providing excellent, ongoing non-advised service and helping the team and brand maintain a very high client satisfaction and maintaining the status of being one of the top Financial Services companies in Buckinghamshire and listed in the Financial Times.
Key Duties & Responsibilities:
- Take responsibility for a portfolio of clients, performing tasks such as:
- Creating Annual Review Reports accurately and in a timely manner
- Creating Valuations
- Performing fund switches on client portfolios with absolute accuracy and attention to detail
- Maintaining regular contact with clients via phone calls, email and letters to ensure great client support and service, building trusted, valued relationships
- Sitting on the Financial Adviser client meetings with clients, taking detailed notes as well as actioning any agreed outcomes, updating client fact-find and client notes
- Dealing with client queries (via liaison with the financial adviser) in the expected time frame
- Build a strong relationship with clients
- Attend weekly networking events to raise the profile of the business
- Assist with general office duties required within a small specialist company
Attributes & Skills Required:
- Experience at working within defined business processes and take on responsibility, using common sense and initiative
- Ability to achieve agreed outcomes independently
- Ability to plan your daily/weekly workload, prioritising effectively and efficiently ensuring deadlines are met
- Detailed and accurate is absolutely essential
- Organised, methodical and process driven
- Excellent confidentiality and professionalism at all times
- Proactive and forward thinking
- Work effectively with the team, supporting and assisting when and where required
- Ability to learn and develop
- Well spoken with excellent English communication skills both spoken and written
- Good grammar, spelling and punctuation
- A professional outlook in the way you work and present yourself
- Good IT skills
- Good keyboard skills
- Good notetaking ability
- A solid, stable career history
- Driver to attend networking events and possibly visit other offices in the portfolio
- Minimum of 5 GCSEs passes including Maths and English (level 6+/C)
- Full rights to work/reside in the UK
- The ability to pass a Financial Services check
Ideally, you will have previous financial sector experience such as banking, pensions, mortgage industries, although having the experience of being involved in life events, for example, understanding the house buying process, personal pension, would also be a great advantage to this position.
This is truly a great opportunity for the right person with the right career history, people skills and attributes. If this is you, then please send your CV now for review. If you do not hear back within 5 working days, you will not have been shortlisted on this occasion. Thank you for your interest.
Financial Services Senior Administrator employer: James Newbury
Contact Detail:
James Newbury Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Senior Administrator
✨Tip Number 1
Familiarise yourself with the financial services sector, especially in areas like investments and mortgages. Understanding industry terminology and current trends will help you engage confidently during interviews.
✨Tip Number 2
Network actively within the financial services community. Attend local events or webinars to meet professionals in the field, which can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 3
Prepare to discuss your experience with client relationship management. Be ready to share specific examples of how you've built and maintained client relationships, as this is crucial for the role.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage your workload and prioritise tasks. This will demonstrate your ability to handle the responsibilities outlined in the job description effectively.
We think you need these skills to ace Financial Services Senior Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, investments, or related sectors. Emphasise your administrative skills and any specific achievements that align with the responsibilities mentioned in the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention how your skills and experiences make you a great fit for the position, particularly focusing on client relationship management and attention to detail.
Highlight Relevant Skills: In your application, clearly outline your organisational skills, ability to work independently, and proficiency in communication. Use examples from your past roles to demonstrate these attributes effectively.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for grammar, spelling, and punctuation errors. A polished application reflects professionalism and attention to detail, which are crucial in the financial services sector.
How to prepare for a job interview at James Newbury
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial services knowledge before the interview. Be prepared to discuss your experience in finance, investments, or mortgages, and how it relates to the role of a Client Advisor Support Administrator.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, be ready to provide examples of how you've maintained high standards in your previous work. Discuss specific instances where your attention to detail made a difference in client satisfaction or project outcomes.
✨Prepare for Client Interaction Scenarios
Think about how you would handle various client scenarios, such as dealing with queries or creating reports. Practising these situations can help you articulate your approach during the interview, showcasing your ability to build strong client relationships.
✨Exhibit Teamwork and Initiative
This role requires collaboration and a proactive attitude. Be prepared to share examples of how you've worked effectively within a team and taken the initiative in past roles, highlighting your ability to support colleagues and contribute to a positive work environment.
