At a Glance
- Tasks: Manage client portfolios and provide administrative support in a dynamic team environment.
- Company: Join a leading wealth management company in Leicester with a strong reputation for success.
- Benefits: Enjoy hybrid working, career progression, training, and fun social activities like charity events.
- Other info: Opportunity to participate in projects and make a real impact on clients' financial affairs.
- Why this job: Be part of a supportive culture that values your growth and offers exciting challenges.
- Qualifications: Minimum 2 years' experience in financial services with strong customer service skills required.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
Financial Services Administrator
Leicester (our Ref AL1424) – office based, full-time role
Salary up to £26,000 dep on experience + benefits
My client is an established IFA based in Leicester and they have an exciting new opportunity for an individual to join their administrative team. Ideally you will have experience within Financial Services or Banking, although consideration may be given to individuals with strong administrative skills from other professional office environments.
The role:
Provide administrative support to fellow staff members and clients
Taking calls and providing a high level of customer service
Open and distribute the post
Processing documentation and updating IT systems
Assist with processing new business
Responding to telephone calls and correspondence
Updating and maintaining computerised client records
Handle complaints in accordance with FCA guidelines
Ensure all business activity is FCA compliant
Conduct learning, development and training as needed
Develop and maintain professional working relationships with clients and colleagues
Prioritise workload
Skills and Experience:
Previous administrative experience, ideally within financial services or banking
Attention to detail
IT literate
Good organisational skills
Confident communicator
Conscientious approach to tasks
Experience of using Intelliflo (IO) and Platforms will be a distinct advantage
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Financial Services Administrator in Leicester employer: North Oak Recruitment Ltd
At North Oak Recruitment Ltd, we pride ourselves on being an excellent employer by fostering a supportive and collaborative work culture that values employee growth and development. Our hybrid working model allows for flexibility, while our competitive salary and benefits package ensure that our Client Managers are rewarded for their hard work in delivering exceptional financial services to our diverse clientele in Leicestershire.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Leicester
✨Tip Number 1
Familiarise yourself with SIPP and SSAS pension schemes. Understanding these financial products will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services industry. Attend local events or join online forums to connect with others who can provide insights or even referrals for the position.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in financial administration. This will help you articulate your experience and problem-solving skills effectively.
✨Tip Number 4
Showcase your customer service skills during the application process. Think of examples where you've gone above and beyond for clients, as this is crucial for the Financial Services Administrator role.
We think you need these skills to ace Financial Services Administrator in Leicester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant experience in financial services, particularly with SIPP and SSAS pension schemes. Use specific examples to demonstrate your skills in customer service and administration.
Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of the role and the company. Mention your two years of experience and how it aligns with the responsibilities outlined in the job description.
Highlight Key Skills:In your application, emphasise your excellent interpersonal skills, attention to detail, and ability to manage client affairs efficiently. These are crucial for the Financial Services Administrator role.
Follow Up:After submitting your application, consider sending a polite follow-up email if you haven't heard back within the specified timeframe. This shows your enthusiasm for the position and keeps you on their radar.
How to prepare for a job interview at North Oak Recruitment Ltd
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience in financial services during the interview. Be prepared to discuss specific examples of how you've managed client portfolios, particularly with SIPP and SSAS schemes.
✨Demonstrate Customer Service Skills
Since excellent customer service is crucial for this role, think of instances where you've gone above and beyond for clients. Share these stories to illustrate your commitment to client satisfaction.
✨Prepare for Technical Questions
Brush up on your knowledge of financial services, especially regarding pension schemes like SIPP and SSAS. Expect questions that test your understanding and be ready to explain complex concepts clearly.
✨Exhibit Organisational Skills
The role requires strong organisational abilities. Prepare to discuss how you prioritise tasks and manage your workload effectively, especially in a fast-paced environment. Consider sharing tools or methods you use to stay organised.
