At a Glance
- Tasks: Provide top-notch admin support to high-net-worth clients and partners.
- Company: Award-winning financial services firm with a focus on client experience.
- Benefits: Competitive salary, training opportunities, and a supportive team environment.
- Other info: Fast-paced environment with opportunities for personal and professional growth.
- Why this job: Join a dynamic team and make a real difference in client relationships.
- Qualifications: Experience in admin or customer service, strong Microsoft Office skills.
The predicted salary is between 31500 - 38500 £ per year.
- Client Experience Administrator
- Leicestershire/Derbys Border DE74 (AL1427)
- Salary c£24,000 dep on experience
My client is a multi award winning, national and they have an exciting new opportunity for an experienced administrator to help to deliver their Client Services Proposition by providing a high-quality administration and support service to high-net-worth clients and Partners.
This allows the Partners to focus on the client relationship and developing relationships with new clients.
Job Summary
Reporting directly to a Senior Client Experience Executive, the role holder will work in support of one or more Client Experience Executives, to assist them in the providing admin support to a number of Partners.
Requirements
Essential
- Previous experience working in an administrative or customer service role.
- Strong track record developing and maintaining good working relationships
- Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook.
- Experience of working in a fast-paced environment
- Ability to embrace change
- Ability to work on own initiative and within a team
- Commitment to pass basic financial industry exam within 3 months of employment (internal exam)
Desirable
- Previous experience in a financial administration role
- Good knowledge of pensions and investments
- Previous experience of Intelligent office
- Main responsibilities of the role
- To have a thorough understanding of the advice process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these agreed service standards.
- To follow Company processes to deliver what clients and Partners perceive to be a personalized and high-quality service.
- Prepare personalized client packs for Partners prior to client meetings, in accordance with agreed format and SLAs.
- Complete post review meeting work and evidence of review
- Contact providers to obtain valuations and up to date plan information.
- Input all information into our back-office system (Intelligent Office) to the required data quality standard.
- Enter client details onto application forms for the Client Experience Executive to process.
- Provide regular updates to Client Experience Executives to enable them to keep clients and Partners updated.
- Provide general day-to-day admin support to allocated Client Experience
- Process submissions using our submissions checklist
- Provide cover for reception team as and when required.
- Provide support with incoming and outgoing post as required.
- To participate in appropriate company and departmental training, competence and development initiatives.
- In line with Company service excellence program, the role holder will be expected to always provide exceptional client service.
They will be required to keep up to date with all relevant organisational training and best practice to enable this standard to be met.
- Personal Attributes
- A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
- An articulate communicator.
- Confident telephone manner with the ability to build rapport quickly
- Honesty, integrity and ability to maintain confidentiality.
- Hard-working and responsive to the need to deliver a high-quality support service.
- Attention to detail and high standards of work.
- #J-18808-Ljbffr
Financial Services Administrator in Lockington employer: North Oak Recruitment Limited
Join a multi-award-winning firm located on the Leicestershire/Derbys border, where you will be part of a dynamic team dedicated to delivering exceptional client service. With a strong emphasis on employee growth, you will have access to comprehensive training and development opportunities, including support for industry qualifications. The company fosters a collaborative and friendly work culture, ensuring that every team member feels valued and empowered to contribute to the success of high-net-worth clients.
Contact Details:
North Oak Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Lockington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like North Oak Recruitment Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in Lockington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to North Oak Recruitment Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on North Oak Recruitment Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at North Oak Recruitment Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with North Oak Recruitment Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at North Oak Recruitment Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former North Oak Recruitment Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
