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- Tasks: Join our team as a Client Review Team Administrator, handling financial services administration and client interactions.
- Company: We're a friendly, independent financial services company in South Leicestershire, focused on client satisfaction.
- Benefits: Enjoy a competitive salary, generous benefits, and a supportive work environment with a 9-5 schedule.
- Why this job: This role offers hands-on experience in finance, a collaborative culture, and the chance to make a real impact.
- Qualifications: Must have at least 1 year of experience in financial services and strong IT skills.
- Other info: We value enthusiasm, teamwork, and a commitment to delivering top-notch service.
The predicted salary is between 24000 - 28000 £ per year.
Client Review Team Administrator South Leicestershire – desk-based role (Ref AL1346)
Salary £24-£28k dependent on experience plus generous benefits. This is a full-time position, 37.5 hours per week, 9 am – 5 pm, (30 minutes unpaid lunch break), Monday to Friday.
Applications are invited from individuals who have worked within wealth management financial services for a minimum of 1 year. My client is a medium sized, friendly, Independent Financial Services company, and they have an excellent new opportunity for a Client Review Team Administrator to join their team.
The role will involve all aspects of financial services administration, with an emphasis on client reviews, liaising with financial advisers at every stage of the process. At least 1 year's experience in financial services is essential, along with enthusiasm and commitment to delivering a first-class service, to both clients and colleagues.
The Role:
- Produce valuations
- Prepare cash flow modelling (information gathering and understanding)
- Prepare portfolio comparison analytics
- Make client appointments
- Action fund switches
- Carry out attitude to risk questionnaires
- Prepare new and existing client appointment packs
- Adviser diary management
- Regular engagement with clients and providers via telephone, email and letter
- Produce ‘no action’ and ‘fund switch’ suitability letters
- Maintain clear and compliant records
- General admin duties, scanning, photocopying, etc
- Carry out other related duties when required
- Attend departmental meetings and training
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules
- Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company
- Keep up to date with all relevant product, legislative and technical changes, as required
- Ensure all dealings with clients are carried out in a professional and courteous manner
Ideal skills/experience:
- Worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment.
- Good IT skills, with a working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with what might be an unfamiliar software package, e.g., our back-office system (Xplan).
- Have good problem-solving abilities and able to stay focused on tasks, despite distractions and interruptions.
- An understanding of FCA regulations/compliance would be advantageous.
- Be both organised and flexible in their approach and be a good team player.
- Excellent customer facing interactions, good administration skills/phone manner.
- Well-presented, self-motivated and organised, with a good work ethic.
- Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
- Be an integral part of the team – a good communicator, willing to input new ideas and suggestions to improve process.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
Administrator employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Xplan. If you can demonstrate your ability to quickly learn new systems, it will show your adaptability and readiness for the role.
✨Tip Number 2
Brush up on your knowledge of FCA regulations and compliance. Being well-versed in these areas will not only boost your confidence but also highlight your commitment to maintaining high standards in financial services.
✨Tip Number 3
Prepare to discuss your previous experience in financial services during the interview. Be ready to share specific examples of how you've successfully managed client interactions and administrative tasks in a fast-paced environment.
✨Tip Number 4
Showcase your problem-solving skills by thinking of scenarios where you've had to overcome challenges in your previous roles. This will demonstrate your ability to stay focused and effective, even when faced with distractions.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly any roles that involved client administration or support. Use specific examples to demonstrate your skills in areas like data input, compliance, and customer service.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your relevant experience, particularly your understanding of FCA regulations and your ability to work in a fast-paced environment.
Highlight Relevant Skills: In your application, emphasise your IT skills, especially with Microsoft Word, Excel, and Outlook. If you have experience with back-office systems like Xplan, be sure to mention it as well.
Showcase Teamwork and Communication: Demonstrate your ability to work as part of a team and communicate effectively. Provide examples of how you've contributed to team success or improved processes in previous roles.
How to prepare for a job interview at North Oak Recruitment
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in the financial services industry. Be prepared to discuss specific tasks you've handled, especially those related to client reviews and administration, as this role requires at least a year of relevant experience.
✨Demonstrate Your IT Skills
Since the role involves using various software, including Microsoft Word, Excel, and potentially Xplan, be ready to talk about your proficiency with these tools. You might even want to mention any quick learning experiences with unfamiliar software in the past.
✨Emphasise Your Customer Service Skills
This position requires excellent customer-facing interactions. Prepare examples of how you've successfully managed client relationships or resolved issues in previous roles, showcasing your commitment to delivering first-class service.
✨Be Ready for Compliance Questions
Understanding FCA regulations and compliance is advantageous for this role. Brush up on relevant regulations and be prepared to discuss how you ensure compliance in your work, as this will demonstrate your awareness of the industry's standards.
