Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support IFAs and Directors with client management, record keeping, and business processing.
- Company: Join a well-established financial planning firm with over 40 years of experience.
- Benefits: Enjoy a competitive salary, bonuses, and hybrid work options.
- Why this job: Be part of a growing team that values professionalism and client satisfaction.
- Qualifications: Experience in financial services and knowledge of FCA regulations preferred.
- Other info: On-the-job training provided to help you succeed in your role.
The predicted salary is between 25000 - 30000 £ per year.
Financial Services Administrator
£29,000 – £34,000, plus bonus and benefits
North London – Hybrid Role
Our client has been established for over 40 years, providing outstanding professional financial planning services to its clients for personal and business goals. Due to expansion, they now seek a Financial Planning Administrator to support the IFAs and Directors of the firm, particularly in advice, record keeping, business processing, and managing the firm’s clients and plans with providers.
Specific Responsibilities
- Ensure all dealings with customers are carried out in a professional and courteous manner.
- Liaise with clients with queries and questions and/or third parties to ensure tasks and cases are processed satisfactorily and in a timely manner.
- New Business Processing and recording on back office and Platforms;
- Updating Factfinds and IO generally, including tasks and notes.
- Undertake sufficient product and market research for specific cases when requested using Analytics and O&M.
- Provide Schedules of plans and policies, including Income or Asset schedules when required using Excel and/or Word.
- Prepare meeting packs in a timely manner for IFAs.
- Complete satisfactory New Business Submission Sheets and Replacement Contract Forms where required.
- Maintain IO task records and report to IFA and managers where necessary to avoid potential time delays and issues.
- Scanning of paperwork to IO.
- Communicating verbally and in writing with providers and clients on basic tasks.
- Deal with queries and questions from Advisers and/or clients.
- Arrange and complete transactions on plans using relevant Platforms e.g. investment fund switches and withdrawals.
- Assist with ad-hoc tasks and requests as they appear.
Relevant Skills and Knowledge
- IFA/Financial Services Experience of products and basic understanding of FCA regulatory framework.
- Working knowledge of IO Software and Microsoft Office suite.
- Knowledge and understanding of firm’s procedures and requirements for business processing.
- Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures.
NB: On the job training and support will be offered regarding systems, procedures, tools, and IO (back office database) to enable the candidate to meet responsibilities and duties.
#J-18808-Ljbffr
Financial Services Administrator employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with the FCA regulatory framework. Understanding the compliance requirements will not only help you in your role but also show your potential employer that you are serious about adhering to industry standards.
✨Tip Number 2
Gain a solid understanding of the IO Software and Microsoft Office suite, especially Excel and Word. Being proficient in these tools will enable you to efficiently manage tasks like updating fact finds and preparing meeting packs.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since you'll be liaising with clients and third parties, being able to convey information clearly and professionally is crucial.
✨Tip Number 4
Research the company and its services thoroughly. Knowing their history and the financial planning services they offer will help you tailor your approach and demonstrate your genuine interest during the interview process.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administration. Emphasize any previous roles where you supported financial advisors or dealt with client queries.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your knowledge of FCA regulations and experience with Microsoft Office.
Showcase Relevant Skills: Clearly outline your familiarity with IO Software and any other relevant tools. Provide examples of how you've used these in past roles to manage client information or process new business.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial services.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Show Your Knowledge of Financial Services
Make sure to brush up on your understanding of financial products and the FCA regulatory framework. Being able to discuss these topics confidently will demonstrate your relevant experience and knowledge.
✨Highlight Your Organizational Skills
Since the role involves managing records and processing new business, be prepared to share examples of how you've successfully organized tasks in previous positions. This will show that you can handle the responsibilities effectively.
✨Prepare for Client Interaction Scenarios
Think about potential client queries or issues that may arise and how you would handle them. Showing that you can communicate professionally and courteously will be key in this role.
✨Familiarize Yourself with Relevant Software
Since the job requires knowledge of IO Software and Microsoft Office, make sure you're comfortable discussing your experience with these tools. If you have any specific examples of how you've used them in past roles, be ready to share!
