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For Companies At a Glance
- Tasks: Support financial advisers with admin tasks and client interactions.
- Company: Join a successful financial planning firm with a friendly atmosphere.
- Benefits: Enjoy hybrid working, career development, bonuses, and 20 days holiday plus Christmas off.
- Why this job: Make a real impact in a professional environment while developing your skills.
- Qualifications: Experience in financial services admin and strong IT skills are essential.
- Other info: Candidates must not have been dismissed from a previous role.
The predicted salary is between 20000 - 24000 £ per year.
NJR Recruitment is proud to be working with a successful and established financial planning firm, currently seeking a Financial Services Administrator to support their growing team. This is a fantastic opportunity to join a highly professional and friendly environment where your contribution genuinely makes a difference.
The Role
You’ll be providing dedicated administrative support to two financial advisers, playing a key part in ensuring the smooth running of the business. You’ll be client-facing, systems-driven, and hands-on with a variety of financial products.
Key Responsibilities Include:
- Liaising directly with clients and providers in a professional and timely manner
- Managing client records with precision, including maintaining file notes and documentation
- Processing applications across pensions, investments, protection, and mortgages
- Preparing paperwork for meetings and following up on actions
- Tracking business submissions and chasing providers to ensure prompt processing
- Supporting compliance efforts and maintaining internal systems (Finplan CRM)
- Assisting with reporting and general support tasks to advisers
What We’re Looking For
- Previous experience in financial services administration
- Excellent IT and CRM system skills (e.g., Aegon, Quilter, Aviva, Royal London, LV)
- Strong written and verbal communication
- Organised, detail-focused and capable of managing competing priorities
- Able to work independently and as part of a team
- Familiarity with back-office systems (Finplan is a plus)
- Confident using Outlook, Teams, and Zoom
- Experience submitting business applications and trust forms
Please note: Candidates must not have been dismissed from a previous role.
Benefits
- Supportive and professional work culture
- Career development with exam support (£1K pay rise per exam passed)
- Quarterly bonus scheme
- 20 days holiday + 2 full weeks off at Christmas
- Birthday off
- Company pension
- Team social events
- Hybrid working - 1 day from home after training/probation
Interested? Apply today with your CV or get in touch with NJR Recruitment to discuss this exciting opportunity further. Let’s find the right next step in your career.
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
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions and investments. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work with CRM systems like Finplan. Engaging with industry contacts can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle client interactions and manage competing priorities. Being able to articulate your approach will showcase your organisational skills.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and work environment can help you tailor your responses in interviews and show that you’re a good fit for their team.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Financial Services Administrator position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services administration. Emphasise your IT skills, familiarity with CRM systems, and any previous roles that involved client interaction or managing documentation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that align with the job requirements, such as your ability to manage competing priorities and your strong communication skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of a Financial Services Administrator.
How to prepare for a job interview at NJR Recruitment
✨Know Your Financial Products
Familiarise yourself with the various financial products mentioned in the job description, such as pensions, investments, and mortgages. Being able to discuss these confidently will show your understanding of the role and impress the interviewers.
✨Demonstrate Your IT Skills
Since the role requires excellent IT and CRM system skills, be prepared to discuss your experience with relevant software like Finplan, Aegon, or others. If you have examples of how you've used these systems effectively, share them!
✨Showcase Your Communication Skills
As the position is client-facing, it's crucial to demonstrate strong written and verbal communication skills. Practice articulating your thoughts clearly and consider preparing a few examples of how you've successfully communicated with clients in the past.
✨Prepare for Scenario Questions
Expect questions that assess your ability to manage competing priorities and work both independently and as part of a team. Think of specific scenarios from your previous experience where you successfully handled multiple tasks or collaborated with colleagues.
