At a Glance
- Tasks: Manage client documentation and support advisers in financial planning.
- Company: Established wealth management firm with a supportive team culture.
- Benefits: Competitive salary, 28 days holiday, gym membership, and private medical insurance.
- Other info: Opportunity for career growth and additional holiday based on service.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: 3-5 years experience in financial services administration and strong communication skills.
My client is a well-established wealth management firm, and they are seeking an experienced and detail-oriented Financial Services Administrator to join their growing team. This role is ideal for someone with 3+ years’ experience in financial services administration who is confident managing client documentation, liaising with providers, and supporting advisers with more technical aspects of financial planning. You will play a key role in ensuring efficient operations and delivering a high standard of service to both clients and advisers.
Key Responsibilities:
- Answering incoming calls and acting as a first point of contact for clients
- Welcoming clients into the office and preparing meeting rooms and refreshments
- Managing incoming and outgoing post
- Scanning, organising, and uploading documents to CRM systems
- Monitoring shared inboxes and handling correspondence
- Liaising with providers to chase outstanding information
- Maintaining the FCA daybook for advisers
- Processing letters of authority and organising policy documentation
- Supporting advisers with client file organisation and post-meeting administration
- Preparing portfolio overviews based on provider information
- Producing financial planning reports, including: Defaqto risk reports, FE Analytics fund research, CashCalc cashflow modelling reports
- Preparing annual review documentation, including: Portfolio valuations, Fund performance and analysis, Cashflow reports (where required)
- Assisting with business submissions and simple online applications
- Attending meetings with advisers where required to support the advice process
About You:
- Have 3–5 years’ experience in a financial services administration role
- Have a strong understanding of financial planning processes and documentation
- Be highly organised with excellent attention to detail
- Have strong written and verbal communication skills
- Be confident liaising with providers, clients, and advisers
- Be able to prioritise and manage multiple tasks efficiently
- Have experience using CRM systems and financial planning tools
- Have good working knowledge of Microsoft Office
- Experience with tools such as Defaqto, FE Analytics, or CashCalc
What’s on offer:
- £28,000 to £36,000 salary depending on experience
- 28 days holiday (including bank holidays)
- Additional holiday per year of service (capped at 5 days)
- Option to carry over up to 3 unused holiday days
- Workplace pension (5% employee / 3% employer via True Potential)
- Free gym membership
- Private Medical Insurance
- Discretionary quarterly team bonus awards
- Employee and client referral scheme
- Supportive team environment within a growing business
- Assistance with parking costs
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
Senior Financial Services Administrator in Leicester employer: North Oak Recruitment Ltd
Join a well-established wealth management firm in Leicester as a Senior Financial Services Administrator, where you will thrive in a supportive team environment that values your expertise and attention to detail. With competitive salaries, generous holiday allowances, and benefits like private medical insurance and free gym membership, this role offers not just a job, but a pathway for professional growth and a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Services Administrator in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your skills in financial planning and administration.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly helps us keep track of your application and get back to you quicker!
We think you need these skills to ace Senior Financial Services Administrator in Leicester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Services Administrator role. Highlight your 3+ years of experience in financial services administration and any specific tools you've used, like CRM systems or financial planning software.
Showcase Your Skills:Don’t just list your responsibilities; showcase your skills! Use examples that demonstrate your attention to detail, organisation, and communication skills. This will help us see how you can contribute to our team.
Keep It Professional:While we love a friendly tone, remember to keep your application professional. Use clear language and avoid jargon unless it’s relevant to the role. We want to see your personality, but professionalism is key!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to upload your CV directly. Plus, we aim to respond to all applications within 10 days!
How to prepare for a job interview at North Oak Recruitment Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Familiarise yourself with key concepts, tools like Defaqto and CashCalc, and the specific documentation processes mentioned in the job description. This will show that you're not just a candidate, but someone who understands the industry.
✨Show Off Your Organisational Skills
Since this role requires excellent organisation, prepare examples of how you've managed multiple tasks or projects in the past. Think about times when you had to prioritise effectively or handle client documentation efficiently. Bring these examples to the interview to demonstrate your skills.
✨Practice Your Communication
Strong communication is key in this role, so practice articulating your thoughts clearly. You might be asked to explain complex financial concepts or describe how you would handle client interactions. Role-play with a friend or family member to build confidence.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, or specific responsibilities of the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
