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- Tasks: Support financial advisers and clients with administrative tasks and communication.
- Company: Reputable financial services firm known for quality wealth management.
- Benefits: Flexible working, income protection, pension, and ongoing professional development.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Desire to work in finance, strong admin skills, and professional communication.
- Other info: Join a supportive team with opportunities for growth and development.
The predicted salary is between 30000 - 48000 £ per year.
Are you keen to pursue a career in Financial Services? Or have you already worked within Pensions, Investments, Banking? We are actively recruiting into a business with a strong reputation for providing a quality service across all levels of wealth management.
You would be joining a team of established advisers who are committed to providing high standards and maintaining high service standards. You will play a key role in supporting advisers, paraplanners and will have regular communication with 3rd party providers and clients.
DAY TO DAY:
- Acting as key point of contact for advisers, over phone and email, relaying information accurately and efficiently
- Communicating with product providers on behalf of clients
- Sending out application forms for clients to sign and return
- Updating CRM databases with key information
- Creating and sending letters of authority
- Gathering data from providers to support product reviews
- Assisting advisers with admin tasks including filing
- Scanning documents into client files
- Assisting with diary management
- Welcoming guests into meetings
WE WOULD LOVE TO SEE:
- A strong desire to work in financial services
- Some administrative skills which demonstrate an ability to work with accuracy and attention to detail
- Professional communication skills
- A team player
AND FOR YOU:
- Income protection
- Pension
- Flexible working arrangements and 1 x day per week home working once probation passed
- Ongoing professional development
- 30 days plus bank holidays
Financial Services Administrator employer: Juice Recruitment Ltd
Contact Detail:
Juice Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in pensions, investments, or banking. A friendly chat can lead to opportunities you might not find on job boards.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and services. We recommend practising common interview questions with a friend to boost your confidence and show off your communication skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your professionalism.
✨Tip Number 4
Apply through our website for the best chance at landing that Financial Services Administrator role. We’re always on the lookout for passionate team players who are eager to learn and grow with us!
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Show Your Passion for Financial Services: Let us know why you're excited about a career in financial services! Share any relevant experiences or interests that highlight your enthusiasm for the industry. This will help us see your genuine interest in joining our team.
Tailor Your Application: Make sure to customise your application to reflect the skills and experiences mentioned in the job description. Highlight your administrative skills and any experience with communication, as these are key for the role. We love seeing how you fit into our vision!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use professional language but don’t be afraid to let your personality shine through. We appreciate clarity and a bit of character in your writing!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Juice Recruitment Ltd
✨Know Your Financial Services Basics
Brush up on your knowledge of pensions, investments, and banking. Being able to discuss these topics confidently will show your genuine interest in the field and help you connect with the interviewers.
✨Demonstrate Your Admin Skills
Prepare examples of how you've successfully managed administrative tasks in the past. Highlight your attention to detail and accuracy, as these are crucial for the role of a Financial Services Administrator.
✨Practice Professional Communication
Since you'll be communicating with advisers and clients regularly, practice articulating your thoughts clearly and professionally. Role-play common scenarios to get comfortable with the types of conversations you might have.
✨Show Your Team Spirit
Be ready to discuss how you work within a team. Share examples of how you've collaborated with others in previous roles, as this will demonstrate that you're a team player who can support advisers and paraplanners effectively.
