At a Glance
- Tasks: Support financial planners and ensure smooth client onboarding and administration.
- Company: Reputable financial services organisation in Leeds city centre.
- Benefits: Hybrid working, potential for permanent role, and a supportive team environment.
- Other info: Challenging role with opportunities for growth and development.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in FCA regulated settings and strong administrative skills.
The predicted salary is between 30000 - 40000 € per year.
We are working with a reputable financial services organisation with offices based in Leeds city centre who, due to workload, are seeking an experienced Financial Senior Administrator to join their team on an initial temporary assignment for 3 months, where there is a possibility of becoming permanent. The successful candidate will have worked within an FCA regulated setting as you will be ensuring the planning department runs effectively and efficiently. Supporting key figures from financial planners, paraplanners and the Head of Financial Planning, you will ensure that high standards to their clients are served.
Key duties will include:
- Onboarding of new clients
- Assisting in the administration of client profiles
- Collate information and data about clients and ensure all compliance documents are filed and managed
- Record client related communications
- Providing clients with information and report on financial planning products and services
- Processing client applications and contributions
- Liaise with product providers and other third parties
- Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
- Assist and prepare correspondence, the pre-completion of documentation ready for clients
- Preparing meeting packs
- Assisting with general client enquiries
This is a challenging role for an experienced Financial Administrator, working 9-5 Monday-Friday this is a hybrid role after an initial training period.
Senior Financial Administrator employer: Lucy Walker Recruitment
Join a reputable financial services organisation in the heart of Leeds, where you will be part of a dynamic team dedicated to delivering exceptional client service. With a strong focus on employee development and a supportive work culture, this role offers the opportunity for growth within a well-established firm. Enjoy the benefits of a hybrid working model, competitive remuneration, and the chance to make a meaningful impact in a fast-paced environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience in FCA regulated environments. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and compliance regulations. We want you to feel confident discussing how you can support financial planners and paraplanners effectively.
✨Tip Number 3
Showcase your organisational skills! Be ready to discuss how you've managed client profiles and communications in previous roles. Highlighting your attention to detail will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our team in making financial services run smoothly.
We think you need these skills to ace Senior Financial Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Administrator role. Highlight your experience in FCA regulated settings and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Experience:In your cover letter, showcase your previous experience with client onboarding and administration. Use specific examples to demonstrate how you've supported financial planners or paraplanners in the past. This will help us see your potential fit for the role.
Be Clear and Concise:When filling out your application, be clear and concise. We appreciate straightforward communication, so make sure your points are easy to read and get straight to the point. This reflects the high standards we uphold in our work!
Apply Through Our Website:Don’t forget to apply 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 us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Lucy Walker Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around FCA regulations. Be ready to discuss your previous experience in a regulated environment and how it relates to the role. This will show that you understand the industry and can hit the ground running.
✨Showcase Your Organisational Skills
As a Senior Financial Administrator, you'll need to juggle multiple tasks. Prepare examples of how you've effectively managed client onboarding, documentation, and communications in the past. Highlighting your organisational skills will demonstrate your ability to keep everything running smoothly.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Be ready to discuss how you would handle client enquiries or process applications. This shows that you're not just familiar with the tasks but also proactive in thinking about client needs.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for client management, or how success is measured in the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
