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For Companies At a Glance
- Tasks: Join a close-knit team to process applications and create client valuations.
- Company: Work with a reputable firm of Independent Financial Advisers.
- Benefits: Enjoy a collaborative work environment and gain valuable experience in finance.
- Why this job: This role offers hands-on experience and the chance to grow within a supportive team.
- Qualifications: No specific qualifications required; just a willingness to learn and collaborate.
- Other info: Perfect for high school and college students looking to kickstart their career in finance.
The predicted salary is between 30000 - 42000 £ per year.
Our client is a reputable and well-established firm of Independent Financial Advisers seeking to appoint an additional Administrator to join their close-knit team. Working in collaboration with Financial Advisers, and a team of Paraplanners where the successful Candidate will be responsible for –
- Processing new business applications
- Creating Client Valuations & Illustrations
- Liaising with Product Pr…
Financial Services Administrator employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Make sure to familiarize yourself with the financial services industry, especially the role of Independent Financial Advisers. Understanding their processes and how they interact with clients will give you an edge during discussions.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with people who can provide insights about the role and potentially refer you to opportunities.
✨Tip Number 3
Brush up on your skills related to processing applications and creating client valuations. Being able to demonstrate your proficiency in these areas during interviews will show that you're ready to hit the ground running.
✨Tip Number 4
Research the specific firm you're applying to. Understanding their values, mission, and the types of clients they serve will help you tailor your conversations and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Services Administrator position. Understand the key responsibilities such as processing new business applications and creating client valuations.
Tailor Your CV: Customize your CV to highlight relevant experience in financial services administration. Emphasize any previous roles where you collaborated with financial advisers or worked on client valuations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention specific skills that align with the job requirements, such as attention to detail and strong communication skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your professionalism and attention to detail, which are crucial in the financial services industry.
How to prepare for a job interview at NJR Recruitment
✨Understand the Role
Make sure you have a clear understanding of the responsibilities of a Financial Services Administrator. Familiarize yourself with processing new business applications and creating client valuations, as these are key tasks you'll be handling.
✨Show Your Team Spirit
Since you'll be working closely with Financial Advisers and Paraplanners, emphasize your ability to collaborate effectively. Share examples from your past experiences where teamwork led to successful outcomes.
✨Prepare for Technical Questions
Be ready to discuss specific financial products and services. Brush up on your knowledge of client illustrations and valuations, as well as any relevant software tools that may be used in the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm and its culture. Inquire about how the team collaborates and what the onboarding process looks like for new Administrators. This shows your genuine interest in the position.
