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- Tasks: Support Financial Consultants with administrative tasks and client service in a dynamic team.
- Company: Join Kinetic plc, a trusted recruitment consultancy with over 40 years of experience.
- Benefits: Enjoy flexible working hours and a competitive salary ranging from £25,000 to £29,000.
- Why this job: Be part of a collaborative environment that values accuracy and client satisfaction.
- Qualifications: Experience in the financial services industry is essential; strong admin and communication skills required.
- Other info: Office-based role in Newcastle upon Tyne with opportunities for personal growth.
The predicted salary is between 21500 - 25500 £ per year.
Newcastle upon Tyne, England, North East
Permanent
My client is looking for a Financial Service Administrator who thrives in a collaborative and supportive environment to join our dynamic team. The ideal candidate will have experience working within the financial services industry.
They are seeking someone confident in dealing with Pensions, Investments and Savings, Mortgages and Protection to support our Financial Consultants and provide an excellent client experience throughout their financial journey.
The candidate should possess strong administrative and organisational skills, high attention to detail, a commitment to accuracy, and excellent telecommunication skills. Ability to work independently or as part of a team, multitask effectively, and prioritize clients\’ needs is essential.
Location: Office based in Newcastle upon Tyne
Hours: Full-time (37.5 hours) with flexible start and finish times
Salary: Dependent on experience (£25,000 to £29,000)
Start Date: ASAP
You will play a vital role in supporting our Financial Consultants and ensuring smooth day-to-day operations. This key back-office position involves providing high-quality administrative and client service support.
Minimum requirements: Experience in the financial services industry.
Key responsibilities include:
- Managing deadlines
- Confidently using Microsoft Office (Word and Excel) and familiarity with CRM systems
- Preparing new and review client meeting packs
- Maintaining comprehensive client information in the back-office system
- Undertaking product research to support recommendations
- Processing new business accurately and in line with company standards
- Ensuring AML compliance
- Handling enquiries related to Pensions, Investments, Mortgages, and Protection
- Accessing provider platforms for information gathering
- Engaging with clients and providing updates
- Coordinating with product providers and third parties
- Creating suitability reports
- Managing workflow and chasing outstanding information
- Maintaining organized paper and electronic filing systems
- Diary management and ad hoc tasks as needed
- Answering calls professionally and courteously
- Photocopying, typing, and email correspondence
Kinetic plc is a recruitment consultancy with over 40 years of experience delivering staffing solutions to engineering, manufacturing, and technical industries. All applications are treated confidentially. Applications not meeting the specifications may not be contacted, but CVs will be retained for future opportunities.
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Financial Service Administrator employer: KineticPlc
Contact Detail:
KineticPlc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Service Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in areas like Pensions, Investments, and Mortgages. This knowledge will not only help you understand the role better but also allow you to engage confidently with potential employers during interviews.
✨Tip Number 2
Showcase your organisational skills by preparing a mock client meeting pack. This will demonstrate your ability to manage deadlines and prepare comprehensive information, which is crucial for the Financial Service Administrator role.
✨Tip Number 3
Practice your telecommunication skills by role-playing common client scenarios with a friend or family member. Being able to communicate effectively and professionally over the phone is essential for this position.
✨Tip Number 4
Research the company culture of the organisation you're applying to. Understanding their values and work environment can help you tailor your approach and show that you would thrive in their collaborative setting.
We think you need these skills to ace Financial Service Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services industry, particularly with Pensions, Investments, and Mortgages. Use specific examples to demonstrate your administrative and organisational skills.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your skills align with the responsibilities listed in the job description, such as managing deadlines and using Microsoft Office.
Highlight Relevant Skills: In your application, emphasise your attention to detail, telecommunication skills, and ability to multitask. These are crucial for providing excellent client service and supporting Financial Consultants effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your commitment to accuracy, which is essential for this role.
How to prepare for a job interview at KineticPlc
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of Pensions, Investments, and Mortgages. Be prepared to discuss your previous experience in these areas and how it relates to the role. This will demonstrate your confidence and expertise to the interviewers.
✨Highlight Your Organisational Skills
Since the role requires strong administrative skills, be ready to provide examples of how you've effectively managed deadlines and prioritised tasks in past positions. This will show that you can handle the demands of the job.
✨Demonstrate Your Communication Skills
Excellent telecommunication skills are essential for this position. Practice articulating your thoughts clearly and professionally, as well as being courteous when answering questions. This will help you make a positive impression during the interview.
✨Prepare Questions for the Interviewers
Having thoughtful questions prepared shows your interest in the role and the company. Ask about the team dynamics, the tools they use, or how success is measured in this position. This not only helps you gather information but also engages the interviewers.