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- Tasks: Support the financial services team with pensions and investment administration.
- Company: Join Morgan McKinley, a leader in financial services.
- Benefits: Competitive salary of £30-32K and opportunities for professional growth.
- Other info: Dynamic role with a focus on compliance and client interaction.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 30000 - 32000 £ per year.
Morgan McKinley is looking for an experienced Financial Services Administrator or Pensions.
Financial Services Admin duties:
- Support the financial services team with all pensions/investment admin and compliance processing
- Updating the in-house systems and compliance files
- Submit the online pension and investment info on the portals
- Issue documents to clients including post sales letters and plan schedules
- Any other admin duties requested and also produce ongoing service reports
- Liaise regularly with the pension/investment providers
Skills and experience:
- Proven experience working in a similar Financial Services Administration - Pensions or Investment Admin, support role within financial services
- Excellent communication and IT skills
- Knowledge of financial services, specifically pension providers and products/portals
Financial Services Administrator employer: Morgan Mckinley (Crawley)
Contact Detail:
Morgan Mckinley (Crawley) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨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 Services 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 interviews by brushing up on your knowledge of pensions and investment products. We recommend creating a cheat sheet with key terms and recent industry trends. This will help you impress interviewers with your expertise and show that you're serious about the role.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them why you’re the perfect fit for their Financial Services team.
✨Tip Number 4
Apply through our website for the best chance at landing that Financial Services Administrator gig. We make it easy for you to showcase your skills and experience directly to employers looking for talent like yours!
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration, especially with pensions and investments. We want to see how your skills match the job description, so don’t be shy about showcasing relevant roles you've had!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Services Administrator role. We love seeing enthusiasm and a clear understanding of the responsibilities involved, so let your personality come through.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application reflects that. We recommend using clear and concise language throughout your CV and cover letter. It’s all about making a great first impression!
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’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Morgan Mckinley (Crawley)
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of pensions and investment products. Familiarise yourself with the latest trends and regulations in the financial services sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Admin Skills
Prepare examples from your past experience where you've successfully managed administrative tasks, especially related to compliance processing. Be ready to discuss how you’ve updated systems and handled documentation efficiently, as this is crucial for the role.
✨Communicate Clearly and Confidently
Since excellent communication is key in this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being able to simplify them will demonstrate your understanding and communication skills.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s approach to financial services or their team dynamics. This shows that you’re engaged and serious about the position, plus it gives you a chance to assess if the company is the right fit for you.