At a Glance
- Tasks: Provide essential admin support to Financial Planners and ensure top-notch client experiences.
- Company: A respected wealth management firm in Derby with a client-first approach.
- Benefits: Competitive salary, generous holiday allowance, and employer-contributed pension scheme.
- Other info: Open culture that values contributions and supports personal development.
- Why this job: Join a values-driven team committed to ethical practice and professional growth.
- Qualifications: 2 years in financial services admin, strong organisational skills, and client-focused mindset.
The predicted salary is between 23000 - 30000 € per year.
Financial Services Administrator/Client Liaison
Office Based Derby (our Ref AL1383)
Competitive Salary to cGBP27,000 + discretionary bonus and exceptional benefits
At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you.
About the Role
As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence.
- Provide comprehensive administrative support to Financial Planners in their day-to-day work.
- Maintain and update client records with accuracy and attention to confidentiality.
- Foster strong relationships with clients and third-party providers, ensuring clear and professional communication.
- Prepare valuations, meeting packs, and essential client documentation to the highest standard.
- Champion the use of secure digital tools and client portals to support an efficient, modern service.
- Book appointments for advisers and help them manage their workflows.
- Meet and greet clients.
- Commit to ensuring we adhere to compliance policies.
About You
- At least 2 years experience in a financial services administrative role.
- Strong organisational skills, attention to detail, and a client-first mindset.
- Professional communication skills, both written and verbal.
- Ability to balance multiple priorities within deadlines.
- Proficient with Microsoft Office and financial back-office systems.
- Motivated to pursue further qualifications after 12 months.
Benefits
- Group Life Assurance (3x salary).
- Employer-contributed Pension Scheme.
- Generous holiday allowance.
Why Join?
This Company is proud of its open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member.
This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply. All CVs will be reviewed and responded to within 10 days
#J-18808-LjbffrFinancial Services Administrator in Derby employer: North Oak Recruitment
This wealth management firm in Derby is an exceptional employer, offering a collaborative and supportive work environment that prioritises personal development and ethical practices. With a commitment to client care and a strong focus on employee growth, you will benefit from generous holiday allowances, a robust pension scheme, and life assurance, all while being part of a forward-thinking team that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Derby
✨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 values. Since this role is all about client service, think of examples from your past experiences where you’ve gone above and beyond for clients. Show them you’re a perfect fit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your skills and how they align with the needs of the Financial Services Administrator role.
✨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 genuinely excited about joining our team.
We think you need these skills to ace Financial Services Administrator in Derby
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Services Administrator role. Highlight your client-first mindset and any relevant financial services experience to catch our eye!
Showcase Your Communication Skills:Since this role involves a lot of client interaction, it's essential to demonstrate your professional communication skills. Use clear and concise language in your application to show us you can communicate effectively.
Emphasise Attention to Detail:We value accuracy and confidentiality, so make sure to highlight your attention to detail in your application. Mention specific examples where you've maintained high standards in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at North Oak Recruitment
✨Know the Company Inside Out
Before your interview, take some time to research the wealth management firm thoroughly. Understand their core values, client-centric approach, and any recent news or achievements. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Showcase Your Client-First Mindset
Since this role is all about exceptional client service, prepare examples from your past experience that highlight your dedication to clients. Think of situations where you went above and beyond to ensure a positive client experience, and be ready to discuss these during the interview.
✨Demonstrate Organisational Skills
As a Financial Services Administrator, you'll need strong organisational skills. Be prepared to talk about how you manage multiple priorities and deadlines. You could even bring a sample of your organisational tools or methods to illustrate your approach.
✨Prepare for Compliance Questions
Given the importance of compliance in financial services, brush up on relevant policies and regulations. Be ready to discuss how you ensure adherence to compliance standards in your previous roles, as this will demonstrate your understanding of the industry's requirements.
