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- Tasks: Handle client queries and organise financial planning reviews with Financial Advisors.
- Company: Dynamic financial services firm based in Winnersh.
- Benefits: Competitive salary, full-time hours, and opportunities for professional growth.
- Why this job: Join a team where your communication skills can shine and make a real difference.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Collaborative environment with potential for career advancement.
The predicted salary is between 30000 - 35000 £ per year.
Financial Administrator Winnersh £30,000 – £35,000 Part time 20 – 30 hours My client is seeking a Financial Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements. Be proficient sending critical client data by DocuSign and other electronic methods. Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO. Assist and work collaboratively with other members of the Administration and Paraplanning team. Experience & Qualifications Experience within an IFA related/Pensions or Investments – financial services industry. Experience using iO is desired, but not essential. Knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements
Financial Administrator employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 interviews by brushing up on your knowledge of investments, pensions, and family wealth planning. Make sure you can confidently discuss how your experience aligns with the responsibilities listed in the job description. We want you to shine!
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with client queries and collaborating with Financial Advisors, being clear and concise is key. Try mock interviews with friends or family to get comfortable articulating your thoughts.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing familiar faces from our community, so make sure to showcase your passion for the role when you apply!
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to dealing with client queries and working alongside Financial Advisors, as these are key aspects of the job.
Showcase Your Communication Skills: Since excellent written communication is essential, make sure your application is clear and concise. Use proper grammar and structure to demonstrate your ability to communicate effectively, just like you would in the role!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of investments, pensions, and family wealth planning. Be ready to discuss how your experience aligns with the role and how you can support Financial Advisors effectively.
✨Master Communication Skills
Since clear communication is key in this role, practice articulating your thoughts clearly. Prepare examples of how you've successfully handled client queries or communicated complex information in the past.
✨Familiarise Yourself with iO
If you have experience with Intelliflo (iO), great! If not, do a bit of research on it. Understanding how to manage client data and communications through this platform will show your commitment to the role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Prepare to discuss how you would handle new client onboarding or organise financial planning reviews, showcasing your problem-solving skills.
