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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 in Ruddington 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 in Ruddington
✨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 Financial Services Administrator 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 values. Understand their approach to client service and workflow efficiency, as this will help you align your answers with what they’re looking for. Plus, it shows you’re genuinely interested in the role!
✨Tip Number 3
Practice your communication skills! Since the role requires strong interpersonal skills, consider doing mock interviews with friends or family. This will help you articulate your experience and demonstrate your professional telephone manner.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Financial Services Administrator in Ruddington
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 those related to administration and client support.
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 and how your background aligns with the company's goals. Keep it professional but let your personality show through.
Showcase Your Skills: Don’t forget to mention your IT skills, especially with Word, Excel, and PowerPoint. If you have experience with cashflow modelling systems or similar tools, make sure to include that too!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Kinetic Office Recruitment
✨Know Your Stuff
Make sure you understand the financial services industry and the specific role of a Financial Services Administrator. Brush up on key terms, processes, and the tools you'll be using, like Excel and PowerPoint. This will show that you're not just interested in the job, but that you’re ready to hit the ground running.
✨Prepare for the CEO's Needs
Since you'll be supporting the CEO, think about what they might need from you. Prepare examples of how you've improved workflow efficiency or client experiences in past roles. This will demonstrate your proactive approach and ability to support senior management effectively.
✨Practice Your Communication Skills
Strong communication is key in this role. Practice articulating your thoughts clearly and professionally, both verbally and in writing. You might even want to prepare a mock presentation or two, as you'll be involved in creating meeting packs and performance charts.
✨Show Your Adaptability
The job description mentions the need to adapt swiftly to changing business needs. Be ready to discuss times when you've had to pivot quickly in your previous roles. Highlight your ability to learn new systems and processes, which will reassure them that you can handle the dynamic nature of the role.
