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- Tasks: Handle client queries and organise financial planning reviews with 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 that values clear communication and client relationships.
- Qualifications: Experience in financial services and strong communication skills required.
- Other info: Collaborative environment with potential for career advancement.
The predicted salary is between 30000 - 35000 £ per year.
Job Description
Financial Services Administrator
Winnersh
£30,000 – £35,000
Full time 37.5 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 Services Administrator employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment 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 industry. Attend events, join online forums, and don’t be shy about asking for introductions. We all know someone who knows someone, and that could be your ticket to landing that Financial Services Administrator role.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial administration. Think about how you’d handle client queries or manage documentation. We recommend doing mock interviews with friends or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your experience with financial planning and client communication. This can set you apart from other candidates. We love seeing creativity, so don’t hesitate to think outside the box!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who want to make a difference in financial services. Let’s get you that job!
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services 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. Be sure to mention your communication skills and experience with client queries, as these are key for us.
Showcase Your Attention to Detail: In this role, accuracy is crucial. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on!
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 keen to join our team!
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 these elements play a role in the financial services industry, as this will show your understanding of the field and impress the interviewers.
✨Master Communication Skills
Since clear communication is key in this role, practice articulating your thoughts clearly and concisely. You might even want to prepare examples of how you've effectively dealt with client queries in the past to demonstrate your skills.
✨Familiarise Yourself with iO
If you have experience with Intelliflo (iO), great! If not, take some time to learn about it. Understanding how to manage client data and communications through this platform can give you an edge during the interview.
✨Prepare for Client Scenarios
Think about potential scenarios you might face when dealing with clients. Prepare to discuss how you would handle various situations, from onboarding new clients to processing applications. This will showcase your problem-solving skills and readiness for the role.
