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- Tasks: Join our Client Services Team to handle daily admin tasks and support financial advisers.
- Company: A reputable Financial Planning Practice known for impartial and independent financial advice.
- Benefits: Enjoy a competitive salary, flexible working hours, and a supportive team environment.
- Why this job: Great opportunity to gain experience in finance while working in a friendly rural setting.
- Qualifications: Experience in financial services administration is preferred; strong organizational skills are essential.
- Other info: Initial training provided with the potential for flexible hours post-training.
The predicted salary is between 24000 - 30000 £ per year.
Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis. Working Monday to Friday, 37.5 hours per week within office times, with option for flexibility on the hours- either 8am-4pm, 8:30am-4:30pm, or 9am-5pm. Part time will also be considered, but no less than 30 hours per week. Within this role you will work within a close friendly team, providing support to Financial Advisors & Wealth Managers and ensuring client\’s receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. * Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts. * Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. * Supporting with diary management and coordinating appointments * Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital) * Assist with compliance tasks * Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively. There are lots of opportunities to progress and develop within this firm, with opportunties for training & qualifications to progress your career. A very generous package is on offer, including: * Salary between £25,000-£30,000 dependant on experience * 21 days annual leave plus bank holidays, with options to purchase extra holiday * Flexible working hours * Health care scheme * Enhanced Pension – 10% * Life Assurance (4x salary) * Employee Assistance Program * Social events * Training and career development opportunities * A supportive, friendly and motivating team * and much more! Please apply online with your updated CV as soon as possible if you\’re interested in this fantastic opportunity- do not miss out! Contact Nikki @ Noodle Talent Partners for more information. Financial Services | IFA | Estate Planning | Wealth | Administration | Client Services
Financial Services Administrator employer: Noodle Talent Partners
Contact Detail:
Noodle Talent Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with the specific financial services and products that the company offers. This knowledge will not only help you in the interview but also demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight any previous experience you have in administration, especially within financial services. Be ready to discuss how you've successfully managed tasks similar to those listed in the job description.
✨Tip Number 3
Prepare to showcase your organizational skills. Since the role involves managing various administrative tasks, think of examples where you've effectively prioritized and handled multiple responsibilities.
✨Tip Number 4
Demonstrate your communication skills during the interview. As you'll be dealing with client queries and supporting advisers, being able to convey information clearly and professionally is crucial.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Services Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services administration or similar roles. Use specific examples to demonstrate how your skills align with the responsibilities outlined in the job description.
Showcase Your Skills: Mention your proficiency in handling administrative tasks, managing client queries, and using office management systems. Highlight any relevant software skills that may be beneficial for the role.
Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for joining a well-established Financial Planning Practice. Mention why you are particularly interested in this role and how you can contribute to their team.
How to prepare for a job interview at Noodle Talent Partners
✨Know the Company
Research the financial planning practice thoroughly. Understand their values, services, and client base. This will help you tailor your answers to show how you can contribute to their goals.
✨Highlight Relevant Experience
Prepare to discuss your previous experience in financial services administration. Be ready to provide specific examples of how you've handled similar responsibilities, such as managing client queries or supporting advisers.
✨Demonstrate Organizational Skills
Since the role involves handling day-to-day administration tasks, be prepared to discuss your organizational skills. Share examples of how you prioritize tasks and manage your time effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
