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For Companies At a Glance
- Tasks: Support financial advisors and deliver exceptional service to clients.
- Company: Growing firm of financial advisors known for outstanding client service.
- Benefits: Competitive salary, supportive team environment, and full training provided.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Experience in financial services is a plus; strong customer service skills required.
- Other info: Opportunity for career growth and development in a professional setting.
The predicted salary is between 26500 - 27500 £ per year.
The Company
Our client is a successful and growing firm of financial advisors who are well known for providing an exceptional service to their clients.
Role
We are currently working with our client to recruit for a Financial Administrator working Monday-Friday at their offices based in Ferndale. This is a great opportunity to join a growing team and really make the role your own. The role will involve supporting the Advisors and delivering a high level of professionalism to ensure the clients receive an excellent service.
Daily duties will include:
- Answering the phone
- Monitoring the admin inbox
- Dealing with client queries
- Supporting the advisors and clients throughout the application process
- Liaising with investment and pension providers to make sure clients are kept updated regularly
- Work to FCA approved standards, ensuring work is compliant and within data protection guidelines
- Data entry to keep the company database up to date and allow monthly commission payments to advisers
- Providing efficient administrative support to advisors and keeping them regularly updated
- Support other members of the administration team during absences due to holiday or illness
We would love to speak to candidates who have the following attributes:
- From a financial services background
- Organised and self-motivated
- Have exceptional customer service experience with a flexible and adaptable approach
- IT Literate with excellent attention to detail
- Personable, presentable and punctual
- Excellent communication skills
If you have prior experience working within Financial Services this would be highly beneficial however full training can be provided for the right candidate.
Salary: GBP26500 - GBP27500
Financial Administrator in London employer: Mash Group
Contact Detail:
Mash Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial admin roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your skills effectively.
✨Tip Number 3
Show off your personality! When you get the chance to meet potential employers, be personable and presentable. Remember, they’re looking for someone who fits into their team, so let your unique qualities shine through.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications with us!
We think you need these skills to ace Financial Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Administrator role. Highlight your background in financial services and any relevant customer service experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our team and how your skills can help us deliver exceptional service to our clients. Keep it professional but let your personality come through.
Showcase Your IT Skills: Since the role requires being IT literate, mention any software or tools you’re familiar with. If you’ve worked with databases or financial software before, let us know – it’ll give you an edge!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Mash Group
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the specific role of a Financial Administrator. Familiarise yourself with common terms, processes, and regulations like FCA standards. This will show that you’re not just interested in the job, but that you understand the industry.
✨Showcase Your Customer Service Skills
Since exceptional customer service is key for this role, prepare examples from your past experiences where you’ve gone above and beyond for clients. Think about how you handled difficult situations or queries, as this will demonstrate your adaptability and problem-solving skills.
✨Be Organised and Punctual
Arrive on time and bring all necessary documents neatly organised. This reflects your ability to manage tasks efficiently, which is crucial for a Financial Administrator. Consider preparing a folder with your CV, references, and any other relevant materials to impress your interviewers.
✨Practice Your Communication Skills
As communication is vital in this role, practice articulating your thoughts clearly and confidently. You might want to do a mock interview with a friend or family member. Focus on being personable and presentable, as first impressions matter!