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For Companies At a Glance
- Tasks: Support advisers and paraplanners with client service and retention tasks.
- Company: Join a dynamic team in a reputable financial services firm in Leamington Spa.
- Benefits: Gain valuable experience in finance while working in a supportive environment.
- Why this job: Perfect for those passionate about client service and eager to learn in finance.
- Qualifications: 1+ year experience in IFA/Wealth Management; knowledge of FCA rules is a plus.
- Other info: Opportunity to develop professional skills and contribute to client satisfaction.
The predicted salary is between 28800 - 43200 £ per year.
Macildowie are currently recruiting for a Financial Services Administrator working for a business based in Lemington Spa. This role is responsible for providing efficient and effective administrative support to a team of advisers and paraplanners. The role is focused on client service and client retention, ensuring that our promises to clients are delivered. With traditional mailing and telephone calls, the role holder will ensure that clients are offered their regular financial reviews and maintain the client records system to enable swift and accurate management information is available to Senior Managers., Establish contact with clients and gather sufficient information needed to enable the delivery of agreed services.
Day to day management of client contact strategy to deliver client reviews.
Preparation and production of client mailings related to review services.
Processing of response forms and liaising with advisers to ensure clients are reviewed as agreed.
Preparation and production of Review Meeting Packs including Valuations
Undertaking large scale data cleansing exercises, cash audits or other centralised activities
Adhere to all company process and procedures.
Complete all documentation for the review process in a thorough and conscientious manner.
Maintain client records on Intelligent Office to ensure they are up to date and accurate and in line with company standards.
Be aware of limits of authorisation, in particular, know when to refer queries to a suitably qualified individual.
Be adequately prepared for regular and annual review meetings with supervisor.
Promote professional behaviour by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
Ensuring health and safety policies are observed.
Completion of other reasonable duties, as defined by the Senior Management Team.
Knowledge of the financial planning market including products and services.
Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.
1 year plus experience in an IFA/Wealth Management environment.
Financial Servicces Administrator employer: Macildowie Recruitment and Retention
Contact Detail:
Macildowie Recruitment and Retention Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Servicces Administrator
✨Tip Number 1
Familiarize yourself with the financial planning market and the specific products and services offered. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in IFA or Wealth Management environments. They can provide valuable insights and may even refer you to opportunities within their organizations.
✨Tip Number 3
Brush up on your understanding of FCA Rules and Guidance Notes. Being well-versed in these regulations will show that you are prepared for the responsibilities of the role and can adhere to compliance standards.
✨Tip Number 4
Prepare for potential interview questions by practicing how you would handle client interactions and maintain client records. Think of examples from your past experience that showcase your organizational skills and attention to detail.
We think you need these skills to ace Financial Servicces Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasize your skills in client service, data management, and adherence to company processes.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the importance of client retention. Mention specific experiences where you successfully managed client relationships or administrative tasks.
Highlight Relevant Experience: In your application, clearly outline your experience in an IFA/Wealth Management environment. Include any knowledge of FCA Rules and how you've applied this in previous roles.
Showcase Your Communication Skills: Since the role involves regular client contact, demonstrate your communication skills in your application. Provide examples of how you've effectively communicated with clients or colleagues in past positions.
How to prepare for a job interview at Macildowie Recruitment and Retention
✨Know Your Financial Services
Make sure you have a solid understanding of the financial planning market, including products and services. Brush up on FCA Rules and Guidance Notes relevant to the role, as this knowledge will demonstrate your preparedness and commitment.
✨Showcase Your Client Service Skills
Since the role focuses on client service and retention, be ready to discuss your previous experiences in managing client relationships. Share specific examples of how you've successfully handled client inquiries or improved client satisfaction.
✨Be Detail-Oriented
Highlight your attention to detail, especially when it comes to maintaining accurate client records and documentation. Prepare to discuss how you ensure thoroughness in your work, particularly in processes like data cleansing and preparing review meeting packs.
✨Demonstrate Team Collaboration
This role involves working closely with advisers and paraplanners, so be prepared to talk about your experience in team settings. Share examples of how you've collaborated effectively with colleagues to achieve common goals and deliver excellent client service.
