At a Glance
- Tasks: Support Financial Planners with admin tasks and client interactions.
- Company: Join a respected wealth management firm in Derby focused on client-first values.
- Benefits: Enjoy competitive salary, generous holidays, and a pension scheme.
- Other info: CVs will be reviewed within 10 days; apply now to join a progressive team!
- Why this job: Grow your career in a supportive, ethical environment that values your contributions.
- Qualifications: 2 years' experience in financial services admin and strong organisational skills required.
The predicted salary is between 20000 - 30000 £ per year.
Administrator Support – Finance & Wealth Management
Location: Leicester – fully office based role, Monday to Friday 8am to 4pm
Salary: £26,000 + benefits (our ref AL1416)
Key Responsibilities
- Answering incoming phone calls and acting as the first point of contact for clients
- Welcoming clients into the office and preparing meeting rooms and refreshments
- Managing incoming and outgoing post, including trips to the post office
- Scanning, organising, and uploading documents to internal CRM systems
- Monitoring shared inboxes and responding or redirecting queries as required
- Liaising with providers to chase outstanding information
- Processing letters of authority and organising policy documentation
- Supporting advisers with post-meeting administration and client file management
- Preparing annual review documentation, including:
- Portfolio valuations
- Fund performance and information
- Cashflow reports (where required)
- Assisting with submissions through internal systems and simple online processes
About You
- Have excellent organisational skills and strong attention to detail
- Be confident communicating via phone, email, and in personBe professional, personable, and client-focused
- Have the ability to prioritise and manage multiple tasks efficiently
- Be comfortable using systems and handling sensitive information securely
- Have good working knowledge of Microsoft Office
- Previous experience or knowledge of financial services is beneficial but not essential
What’s on Offer
- 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
- Discretionary quarterly team bonus awards
- Employee and client referral scheme
- Supportive team environment within a growing business
- Parking assistance
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Financial Services Administrator 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 Administrator
✨Tip Number 1
Familiarise yourself with the company’s values and mission. Since they prioritise client interests and ethical practices, demonstrating your alignment with these values during any interactions can set you apart from other candidates.
✨Tip Number 2
Network within the financial services sector, especially in Derby. Attend local events or join online forums where professionals gather. This can help you gain insights about the company and potentially get a referral.
✨Tip Number 3
Prepare to discuss your experience in maintaining client confidentiality and managing administrative tasks. Be ready to share specific examples that highlight your organisational skills and attention to detail.
✨Tip Number 4
Showcase your proficiency with Microsoft Office and any financial back-office systems you’ve used. If possible, mention any digital tools you’re familiar with that could enhance the efficiency of client interactions.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant experience in financial services administration. Emphasise your organisational skills, attention to detail, and client-first mindset, as these are key attributes the company is looking for.
Craft a Strong Cover Letter:Write a cover letter that reflects your understanding of the company's values and commitment to client service. Use specific examples from your past experience to demonstrate how you embody these values.
Highlight Relevant Skills:In your application, clearly outline your proficiency with Microsoft Office and any financial back-office systems you've used. Mention your professional communication skills and ability to manage multiple priorities effectively.
Show Commitment to Development:Express your motivation to pursue further qualifications after 12 months. This shows the employer that you are dedicated to personal growth and aligning with their values of professional development.
How to prepare for a job interview at North Oak Recruitment
✨Showcase Your Client-Centric Mindset
During the interview, emphasise your commitment to putting clients first. Share specific examples from your previous roles where you prioritised client needs and how it positively impacted their experience.
✨Demonstrate Attention to Detail
Given the importance of accuracy in maintaining client records, be prepared to discuss how you ensure precision in your work. You might want to mention any systems or processes you use to double-check your work.
✨Highlight Your Organisational Skills
The role requires balancing multiple priorities, so illustrate your organisational skills by discussing how you manage your time effectively. Consider sharing a situation where you successfully juggled various tasks under tight deadlines.
✨Prepare for Professional Communication Scenarios
Since strong communication is key, think of examples where you effectively communicated with clients or colleagues. Be ready to role-play a scenario where you might need to explain complex information clearly and professionally.
