At a Glance
- Tasks: Manage client documentation and support advisers in financial planning.
- Company: Established wealth management firm with a supportive team.
- Benefits: Competitive salary, gym membership, private medical insurance, and generous holiday.
- Other info: Dynamic office environment with opportunities for career advancement.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: 3+ years in financial services administration and strong CRM skills.
The predicted salary is between 28000 - 36000 £ per year.
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.
- Welcoming clients into the office and preparing meeting rooms and refreshments
- Scanning, organising, and uploading documents to CRM systems
- Monitoring shared inboxes and handling correspondence
- Processing letters of authority and organising policy documentation
- Producing financial planning reports, including: Defaqto risk reports
- Preparing annual review documentation, including: Fund performance and analysis
- Assisting with business submissions and simple online applications
Requirements:
- 3+ years experience in a financial services administration role
- Strong understanding of financial planning processes and documentation
- Experience using CRM systems and financial planning tools
- Good working knowledge of Microsoft Office
Salary: £28,000 to £36,000 depending on experience
Benefits:
- 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
Full Privacy Notice can be found on our website.
Financial Services Senior Administrator in Coventry employer: North Oak Recruitment
As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Senior Administrator in Coventry
✨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. 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 Senior Administrator in Coventry
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.
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'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
✨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.
✨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 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 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.
