At a Glance
- Tasks: Manage client documentation and support advisers in financial planning.
- Company: Established wealth management firm with a supportive team culture.
- Benefits: Salary up to £36,000, 28 days holiday, gym membership, and private medical insurance.
- Other info: Dynamic role with opportunities for career growth and additional holiday perks.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: 3+ years in financial services administration and strong communication skills.
The predicted salary is between 28000 - 36000 £ per year.
Leicester (Our Ref AL1415) fully office based Monday to Friday 8am to 4pm
Salary £28,000 - £36,000
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
The ideal candidate will:
- 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
- £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.
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.
Senior Financial Services Administrator in Coventry employer: North Oak Recruitment
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 Coventry
✨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 interviews by researching the company and its culture. Understand their values and how they align with your experience in financial services administration. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience with client documentation and financial planning tools, as these are key aspects of the role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Financial Services Administrator in Coventry
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 3+ years in financial services administration and any relevant tools you've used, like CRM systems or financial planning software.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Mention specific experiences that demonstrate your attention to detail and ability to manage client documentation effectively.
Show Off Your Communication Skills:Since you'll be liaising with clients and providers, it's crucial to showcase your strong written and verbal communication skills. Make sure your application is clear, concise, and free of errors.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your financial services knowledge. Understand the key responsibilities of the role and be ready to discuss how your experience aligns with them. Familiarise yourself with tools like Defaqto, FE Analytics, and CashCalc, as these will likely come up in conversation.
✨Showcase Your Organisation Skills
As a Senior Financial Services Administrator, being organised is crucial. Prepare examples of how you've managed multiple tasks efficiently in previous roles. You might even want to bring a portfolio of your work to demonstrate your attention to detail and organisational skills.
✨Practice Your Communication
Strong written and verbal communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or family member to get comfortable discussing your experience and answering common interview questions.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the role and the company. Inquire about the team dynamics, the tools they use, or how success is measured in the position. It’s a great way to demonstrate your enthusiasm and fit for the role.
