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- Tasks: Assist clients with financial products and manage records in a dynamic team environment.
- Company: Reputable independent wealth management firm with a collaborative culture.
- Benefits: Competitive salary, flexible working options, generous leave, and a company pension scheme.
- Why this job: Join a fun, professional team and make a real impact in the financial services industry.
- Qualifications: Experience in financial services and strong communication skills are preferred.
- Other info: Opportunity for career growth and development in a supportive environment.
The predicted salary is between 20000 - 24000 £ per year.
Leicester (potential of hybrid/1 day per week at home after qualifying period)
Salary 25,000 - 28,000 + benefits
Full time or 4 days per week available
My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team.
Responsibilities
- Research a broad range of financial products across all financial sectors
- Maintain regular contact with clients providing assistance where required
- Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process
- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
- Sending Letters of Authority
- Collate and evaluate client policy/investment/pension
- Researching products and funds using software such as SelectAPension and FE Analytics
- General Administration and client support duties
- Create and maintain client files and enter details onto back-office database
- Submitting New Business on internal and external systems
- Prepare paperwork for pre-sale and post-sale
- Maintain regular contact with clients, booking clients in for annual reviews and management of review process
- Monitoring of trail fees, invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
The ideal person - Administrator
- Ability to build strong working relationships with both the IFA, and the rest of the team.
- Previous experience of working within a similar role within a financial services business is desirable.
- Experience using Financial research tools.
- Working towards diploma qualification preferred, but not essential.
- It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
- You must be happy to work on your own and as part of a team and have excellent time management skills.
- Good IT skills including Office 365.
- Capable of meeting deadlines and being able to prioritise effectively.
- Good telephone manner.
Benefits
- Company pension scheme
- Death in service
- 25 days annual leave
- Flexible Benefits
- Birthday as an additional day off
- Opportunity to purchase additional holidays
- Enhanced family friendly policies
- Cycle to work scheme
If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days.
Financial Services Administrator in England employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in England
✨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 the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and recent news. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since strong communication is key in this role, consider doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love hearing from candidates who are excited about joining our team in the financial services world.
We think you need these skills to ace Financial Services Administrator in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience and skills, especially those related to financial products and client management. We want to see how you can bring value to our team!
Show Off Your Communication Skills: Since strong communication is key in this role, don’t shy away from showcasing your interpersonal skills in your application. Use examples that demonstrate how you've effectively communicated with clients or colleagues in the past.
Be Detail-Oriented: Attention to detail is crucial for this position. When writing your application, ensure there are no typos or errors. We appreciate candidates who take the time to present a polished application, as it reflects their work ethic.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you receive updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Financial Products
Make sure you brush up on a variety of financial products and services. Familiarise yourself with terms like pensions, investments, and protection products. This will not only show your knowledge but also your enthusiasm for the role.
✨Showcase Your Communication Skills
Since strong communication is key in this role, prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about times when you’ve had to explain complex information clearly and concisely.
✨Demonstrate Attention to Detail
In financial services, attention to detail is crucial. Bring examples of how you've maintained accurate records or managed data in previous roles. You might even want to mention any specific tools or software you've used, like SelectAPension or FE Analytics.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, or the specific responsibilities of the role. This shows you're genuinely interested and helps you assess if it's the right fit for you.
