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- Tasks: Support financial advisors by managing diaries and client records.
- Company: Join a dynamic team in Spalding, dedicated to financial services.
- Benefits: Enjoy a competitive salary and opportunities for professional growth.
- Why this job: Be part of a supportive culture that values teamwork and client relationships.
- Qualifications: No specific experience required; just bring your enthusiasm and organisational skills.
- Other info: Ideal for high school and college students looking for a flexible role.
The predicted salary is between 18578 - 25889 £ per year.
We are seeking another financial administrator to join our team in our offices in Spalding. The role involves the liaison between financial advisors, clients and financial product providers.
The job role requires you to:
- Manage financial advisor diaries, booking and confirming appointments with clients, and arrange meeting rooms as required.
- Set up and maintain client records on our computer system (Intelliflo) with initial information and input client meeting notes keeping records up-to-date following administrative system processes.
- Liaise with financial product providers such as Quilter, Prudential, Legal & General chasing product information to progress applications.
- Correspond with clients via telephone and email.
Financial Services Administrator employer: Job Board Direct Careers
Contact Detail:
Job Board Direct Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the key players like Quilter and Prudential. Understanding their products and services will help you speak confidently about them during interviews.
✨Tip Number 2
Brush up on your organisational skills, as managing diaries and appointments is a crucial part of the role. Consider using tools or apps that can help you demonstrate your ability to stay organised and efficient.
✨Tip Number 3
Practice your communication skills, both written and verbal. Since you'll be liaising with clients and financial advisors, being able to convey information clearly and professionally is essential.
✨Tip Number 4
If possible, gain some experience with client management software like Intelliflo. Familiarity with such systems can give you an edge and show that you're ready to hit the ground running.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Financial Services Administrator position. Tailor your application to highlight relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial administration or related fields. Mention specific tasks you've handled that align with managing diaries, client records, and liaising with financial product providers.
Showcase Your Skills: Make sure to showcase skills that are crucial for this role, such as organisation, communication, and proficiency with software like Intelliflo. Provide examples of how you've successfully used these skills in past roles.
Craft a Strong Cover Letter: Write a compelling cover letter that not only introduces yourself but also explains why you are a great fit for the Financial Services Administrator role. Be sure to express your enthusiasm for the position and the company.
How to prepare for a job interview at Job Board Direct Careers
✨Know Your Financial Products
Familiarise yourself with the financial products offered by providers like Quilter, Prudential, and Legal & General. Being able to discuss these products confidently will show your understanding of the industry and impress your interviewers.
✨Demonstrate Organisational Skills
Since the role involves managing diaries and appointments, be prepared to discuss your organisational strategies. Share examples of how you've successfully managed schedules or maintained records in previous roles.
✨Practice Communication Scenarios
As you'll be liaising with clients and financial advisors, practice common communication scenarios. This could include how to handle client inquiries or how to follow up on product information requests. Clear and effective communication is key.
✨Show Enthusiasm for the Role
Express genuine interest in the position and the company. Research their values and mission, and be ready to explain why you want to work as a Financial Services Administrator specifically with them. Enthusiasm can set you apart from other candidates.
