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For Companies At a Glance
- Tasks: Join our team to deliver top-notch customer service and manage client portfolios.
- Company: JohnstonGreer is a leading recruitment agency in Financial Services and Pensions.
- Benefits: Enjoy a competitive salary, pension, flexible benefits, and bonus opportunities.
- Why this job: Be part of a growing firm that values your contributions and offers career development.
- Qualifications: Previous administration experience in finance is preferred; passion for customer service is key.
- Other info: This role requires an EU work permit; apply now to kickstart your career!
The predicted salary is between 18400 - 20000 £ per year.
£23,000 to £25,000 plus benefits. Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The business has a network of branches throughout the UK and continues to grow through recruitment and acquisition of other firms.
You will be responsible for providing high quality customer service to the client portfolio including:
- valuations
- collating of data
- database management
- liaison with external parties
- reports for Advisors and regulators
- assisting with projects and processes
- fee management
- compliance
Applicants will have similar administration experience, ideally within a Financial organisation such as a Pensions Provider, Financial Advisor, Bank or Investment firm. The opportunity includes a full range of benefits which includes pension, flexible benefits and bonus.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Financial Services Administrator employer: JohnstonGreer
Contact Detail:
JohnstonGreer 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 focusing on areas like investments, retirement planning, and tax. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial sector, particularly those who work in administration roles. Attend industry events or join relevant online forums to make connections that could lead to referrals or insider information about the job.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle specific scenarios related to customer service and compliance. Think of examples from your past experience that showcase your problem-solving skills and attention to detail.
✨Tip Number 4
Research JohnstonGreer and their client base to understand their values and the type of clients they serve. Tailoring your conversation during the interview to align with their mission can set you apart from other candidates.
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 administration, particularly within financial services. Emphasise any roles where you've provided customer service or managed data, as these are key aspects of the job.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experience aligns with the tasks of collating data, managing databases, and liaising with external parties.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as attention to detail, organisational abilities, and familiarity with compliance processes. Mention any specific software or tools you have used in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is vital in the financial sector.
How to prepare for a job interview at JohnstonGreer
✨Know Your Financial Terminology
Brush up on key financial terms and concepts relevant to the role. Being able to speak confidently about investments, retirement planning, and compliance will impress your interviewers and show that you understand the industry.
✨Demonstrate Customer Service Skills
Since the role involves providing high-quality customer service, prepare examples of how you've successfully handled client interactions in the past. Highlight your ability to manage client expectations and resolve issues effectively.
✨Showcase Your Organisational Skills
As an administrator, you'll need to manage data and reports efficiently. Be ready to discuss your experience with database management and any tools or software you've used to keep things organised and streamlined.
✨Prepare Questions for the Interviewers
Having thoughtful questions prepared shows your interest in the role and the company. Ask about their approach to client management or how they support their employees' professional development within the financial services sector.
