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- Tasks: Support the CEO in enhancing client experiences and improving workflow efficiency.
- Company: Friendly and professional financial services firm with a focus on growth.
- Benefits: Up to £33,000 salary, 25 days holiday, private health scheme, and study support.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Experience in financial services administration and strong communication skills.
- Other info: Hybrid working available after probation with excellent career development opportunities.
The predicted salary is between 26400 - 39600 £ per year.
Due to continued growth, our friendly, successful, and professional financial services client is looking to recruit an Administrator to join their team. The role will be to assist the CEO in improving case turnaround times and workflow efficiency to ensure an enhanced client experience. This role will work closely with the CEO, Advisers and Paraplanners to ensure the clients' needs are met.
Key Duties:
- Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business.
- Preparation of Post Meeting Letters.
- Completion of fund switches and creating relevant paperwork.
- Completion of performance charts for use in presentation meeting packs.
- Completion of protection comparison reports, quotations, and processing applications.
- Collation of relevant information, either via file note or in writing, ensuring all relevant information received.
- Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting.
- Completion of trust forms in line with guidance and support resources.
- Take lead on new admin-related projections that become relevant.
- Input of data on relevant cashflow modelling systems to assist CEO with case construction.
- Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc.
- Onboarding calls to new clients to discuss the services we offer.
- Completion of any other administration duties as required.
Skills & Experience:
- Proven track record in a financial services Administrator role.
- Ability to work under pressure of tight deadlines to ensure company SLAs are met.
- Strong interpersonal and team skills.
- A keen eye for attention to ensure case/business errors are mitigated.
- The ability to self-develop and show initiative by researching solutions independently.
- Ability to change and adapt swiftly as business needs alter.
- Skilled in usage of IT systems such as Word, Excel and PowerPoint.
- Professional telephone manner and strong communication skills (both written and verbal).
Other Information:
- The hours are Monday – Friday 9am – 5pm – 35 hours a week.
- Holidays – 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
- Other benefits include: Company Pension, Private health scheme after 1 year service. Death in Service lump sum benefit of 4 x salary. Support for relevant study and exams if you wish to pursue further qualifications. Company funded staff events.
Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been short-listed. If you haven't had a response within 48 hrs.
Financial Services Administrator employer: Kinetic Office Recruitment
Contact Detail:
Kinetic Office Recruitment 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 your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience and skills confidently when it counts.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from motivated candidates like you. Plus, it shows you're serious about joining our awesome team!
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience and skills that match the job description, especially your ability to work under pressure and your attention to detail.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific examples of how you've improved workflow efficiency or enhanced client experiences in previous roles.
Showcase Your IT Skills: Since the role requires proficiency in IT systems like Word, Excel, and PowerPoint, make sure to mention any relevant experience you have with these tools. If you've used them to create reports or presentations, let us know!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Kinetic Office Recruitment
✨Know Your Stuff
Make sure you understand the key duties of the Financial Services Administrator role. Familiarise yourself with tasks like preparing meeting packs and completing fund switches. This will show that you're not just interested in the job, but that you’re ready to hit the ground running.
✨Showcase Your Skills
Highlight your experience in financial services and your ability to work under pressure. Be prepared to discuss specific examples where you've met tight deadlines or improved workflow efficiency. This will demonstrate your capability to handle the demands of the role.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s processes and how they measure success in this role. This shows your genuine interest and helps you understand if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewers.
✨Be Professional Yet Approachable
Since you'll be working closely with the CEO and other team members, it's important to convey a professional yet friendly demeanour. Practice your communication skills, both verbal and written, to ensure you come across as someone who can build strong relationships with clients and colleagues alike.
