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- Tasks: Create and compile suitability reports while collaborating with IFAs and Paraplanners.
- Company: Join a small, independent financial advisory firm in North Leeds, focused on client-centered financial advice.
- Benefits: Enjoy a competitive salary, opportunities for professional growth, and a supportive team environment.
- Why this job: Make a real impact by helping clients navigate their financial futures in a dynamic team setting.
- Qualifications: 2-3 years of admin experience in finance and familiarity with suitability reports are essential.
- Other info: Ideal candidates are pursuing a Level 4 Diploma in Financial Advice and have experience with Intelligent Office.
My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning. We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports. Specifically you'll be responsible for: * Work closely with IFA and Paraplanner to deliver quality suitability reports to clients * To understand client needs and objectives based on the information provided by the Paraplanner and IFA * To prepare clear, succinct and effective suitability reports that include all the issues that the client should be aware of with firm conclusions and recommendations * To regularly check work, ensuring all details are correct to maintain a high level of accuracy and a low level of errors within an agreed deadline * To provide the IFA with fund switch reports and GIA to ISA reports. * Ensuring that all files are fully compliant and finished. * Dealing/replying to all remedials within prompt timescales. * Input and maintain quality records on our client practice management system, Intelligent Office * Ensure all new business applications are submitted within timescales. Amend Service Case/Binder/Opportunity for all new business and upload relevant documents in the correct binders. * Managing client queries, working alongside the Administrator to ensure client interaction is seamless. * Cover for Administrator when not in the office. * To follow all processes and procedures for the Report Writer and Administrator role * Attend and take an active role in team meetings * Maintain your knowledge of the Company and competitors’ products. * Observes business etiquette and confidentiality at all times. * Uses initiative with regard to office tasks and functions, manages and prioritises his/her own workload in consultation with the IFA and paraplanner. * The job holder is responsible for his/her own health and safety. * The job holder will attend training courses and other team events as required. * The job holder will carry out such other reasonable tasks that may from time to time be allocated. We are ideally seeking a candidate who has around 2-3 years minimum experience working as an Administrator for a Financial Advisory firm, who also has around 1 years experience of being involved with the creation / production of Suitability Reports for Financial Advisers. It would be to your advantage if you are studying towards a Level 4 Diploma in Financial Advice and if you have experience using Intelligent Office. You will be a team player with excellent communication skills and good knowledge of Microsoft products, Word, Excel, Outlook etc. A great salary is offered with the role, as well as the opportunity to progress with exams and qualifications
Senior Administrator / Report Writer employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator / Report Writer
✨Tip Number 1
Familiarize yourself with the specific requirements of suitability reports in the financial advisory sector. Understanding the nuances of what makes a report effective will help you stand out during the interview process.
✨Tip Number 2
Highlight your experience with Intelligent Office, as this is a key tool for the role. If you have any specific examples of how you've used it to improve efficiency or accuracy, be ready to share those.
✨Tip Number 3
Demonstrate your teamwork skills by preparing examples of how you've collaborated with IFAs and paraplanners in the past. This will show that you can work effectively within their team structure.
✨Tip Number 4
Stay updated on the latest trends in financial advice and compliance. Showing that you are proactive about your professional development will impress potential employers and demonstrate your commitment to the field.
We think you need these skills to ace Senior Administrator / Report Writer
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and requirements. Tailor your application to highlight your relevant experience in financial administration and report writing.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 2-3 years of experience as an Administrator in a Financial Advisory firm and your involvement in creating Suitability Reports. Use specific examples to demonstrate your skills.
Showcase Your Skills: Mention your proficiency in Microsoft products and any experience with Intelligent Office. Highlight your communication skills and ability to work as part of a team, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no errors. A well-presented application reflects your attention to detail, which is essential for this position.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Showcase Your Report Writing Skills
Since the role requires experience in writing Suitability Reports, be prepared to discuss your previous work in this area. Bring examples of reports you've written and be ready to explain your process for ensuring clarity and compliance.
✨Understand Client Needs
Demonstrate your ability to understand and analyze client needs. Prepare to discuss how you gather information from clients and how you translate that into actionable recommendations in your reports.
✨Highlight Your Attention to Detail
Accuracy is crucial in this role. Be ready to provide examples of how you ensure your work is error-free and compliant with regulations. Discuss any systems or processes you use to double-check your work.
✨Familiarize Yourself with Intelligent Office
If you have experience with Intelligent Office, make sure to mention it. If not, do some research on the software and be prepared to discuss how you would adapt to using it in your role as a Senior Administrator.
