Financial Services Admin & Customer Engagement Specialist

Financial Services Admin & Customer Engagement Specialist

Full-Time 25000 - 32000 £ / year (est.) No working from home possible
L

At a Glance

  • Tasks: Engage with customers and manage administrative tasks in a dynamic financial services environment.
  • Company: Join Leverton Rose Ltd, a supportive company in Burton upon Trent.
  • Benefits: Flexible hours, training in financial planning, and a friendly team atmosphere.
  • Other info: Monday to Friday role with a focus on personal development.
  • Why this job: Perfect for those looking to kickstart their career in finance while helping customers.
  • Qualifications: Strong communication skills and basic knowledge of Microsoft Word and Excel.

The predicted salary is between 25000 - 32000 £ per year.

Leverton Rose Ltd is seeking a motivated Administrator for a multi-skilled role in Burton upon Trent. The ideal candidate should possess strong communication skills for customer interactions and administrative responsibilities, alongside proficiency in Microsoft Word and Excel. Experience in financial services is advantageous, but not essential. The role offers training opportunities in financial planning for dedicated individuals. The working hours are Monday to Friday, 10 am to 4 pm.

Financial Services Admin & Customer Engagement Specialist employer: Leverton Rose Ltd

Leverton Rose Ltd is an excellent employer that values its employees by providing a supportive work culture and opportunities for professional growth, particularly in the financial services sector. Located in Burton upon Trent, the company offers flexible working hours and comprehensive training programmes, ensuring that team members can develop their skills while maintaining a healthy work-life balance.

L

Contact Details:

Leverton Rose Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Services Admin & Customer Engagement Specialist

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Leverton Rose Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Financial Services Admin & Customer Engagement Specialist

Communication Skills
Administrative Skills
Proficiency in Microsoft Word
Proficiency in Microsoft Excel
Customer Engagement
Financial Services Knowledge
Training and Development

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Leverton Rose Ltd.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Leverton Rose Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Leverton Rose Ltd

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Leverton Rose Ltd.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Leverton Rose Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Leverton Rose Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.