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For Companies At a Glance
- Tasks: Manage client portfolios and provide administrative support in a dynamic team environment.
- Company: Join a leading wealth management company known for its success and supportive culture.
- Benefits: Enjoy hybrid work options, competitive salary, and a full benefits package.
- Why this job: Be part of a team that values career growth, social impact, and fun activities like charity events.
- Qualifications: Minimum 2 years' experience in financial services with strong customer service skills required.
- Other info: Opportunity for promotion and participation in exciting projects.
The predicted salary is between 24000 - 36000 £ per year.
Leicester (our ref AL1377) – hybrid (1 day per week working from home after initial training)
Salary to £30,000 per annum dep on experience plus full benefits package
We are currently recruiting for a Financial Services Administrator with at least 2 years’ experience to join the team of a highly successful wealth management company in Leicester. As a Financial Services Administrator, you will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of clients’ financial affairs.
In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
APPLICANT REQUIREMENTS
- Have a minimum 2 years’ experience in a similar role
- Possess an understanding of financial services and SSAS/SIPP pension schemes
- Have excellent customer service skills and attention to detail
- Be able to proactively manage client affairs in a prompt and efficient manner
- Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
- Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
MORE ABOUT THE ROLE
The role is fundamental to the company’s success, and as a Financial Services Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.
Other responsibilities may include:
- Working closely with the consultants to support and ensure clients’ needs are met
- Preparation work for client meetings (including coordination of work required by other team members where applicable)
- Attending clients’ meetings, taking of meeting notes (on/off site)
- Coordinating action points from meetings and completing work required
- Responsible for communication with clients (phone calls/emails etc.)
- Researching and collation of information in relation to advice being given to clients
- Liaising with insurance companies on client queries
- Requesting illustrations required in respect of new and existing business
- Processing of new business and ensuring any administration work completed is compliant and completed within the procedures and policies
- Updating client records and ensuring that the systems, electronic folders and paper files are in good order
- Participation in projects which may require your assistance from time to time
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.
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with SIPP and SSAS pension schemes. Understanding these financial products will not only boost your confidence during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle client queries and administrative tasks. This will help you articulate your experience and problem-solving skills effectively.
✨Tip Number 4
Showcase your customer service skills by preparing examples of how you've successfully managed client relationships in the past. Highlighting your attention to detail and proactive approach will set you apart.
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, particularly any roles involving SIPP and SSAS pension schemes. Use specific examples to demonstrate your skills in customer service and client management.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the Financial Services Administrator role. Emphasise your attention to detail, organisational skills, and ability to communicate effectively with clients and team members.
Showcase Relevant Experience: In your application, clearly outline your previous roles and how they relate to the requirements listed in the job description. Highlight your experience in managing client affairs and any administrative tasks you've successfully handled.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at North Oak Recruitment
✨Showcase Your Experience
Make sure to highlight your two years of experience in financial services during the interview. Be prepared to discuss specific examples of how you've managed client portfolios, particularly with SIPP and SSAS schemes.
✨Demonstrate Customer Service Skills
Since excellent customer service is crucial for this role, think of instances where you've gone above and beyond for clients. Share these stories to illustrate your commitment to client satisfaction.
✨Prepare for Technical Questions
Brush up on your knowledge of financial services and pension schemes. Expect questions that test your understanding of SIPP and SSAS, as well as your ability to handle client queries effectively.
✨Exhibit Organisational Skills
Be ready to discuss how you prioritise your workload in a fast-paced environment. Provide examples of how you've successfully managed multiple tasks while maintaining attention to detail.
