Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisors with administration, client communication, and data management.
- Company: Established IFA offering wealth management services to private and corporate clients.
- Benefits: Up to £30,000 salary, 25 days holiday, generous pension scheme, and on-site parking.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 2+ years in financial services administration and strong customer service skills.
- Other info: Fast-paced environment with opportunities for personal growth and development.
The predicted salary is between 24000 - 36000 £ per year.
Office based role, full time. Salary to £30,000 depending on experience + excellent benefits including parking.
My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team.
Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.
The Role:
- Letter of Authority administration and processes.
- Making of appointment packs/General administrative duties where required.
- Valuations.
- Telephoning providers.
- Letter writing/Photocopying.
- Prepare cash flow modelling (information gathering and understanding).
- Prepare portfolio comparison analytics.
- Action fund switches & carry out attitude to risk questionnaires.
- Booking then preparing new and existing client appointment packs.
- Adviser diary management.
- Regular engagement with clients and providers via telephone, email and letter.
- Produce no action and fund switch suitability letters.
- Maintain clear and compliant records.
- Attend departmental meetings and training.
- Process new business applications.
- Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly.
- Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner.
- Keep up to date with all relevant product, legislative and technical changes, as required.
Ideal skills/experience:
- Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector.
- Thrives in a fast paced and accurate data input environment.
- Understanding of regulations/compliance (advantageous).
- A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., back-office system (Xplan/Curo).
- Excellent customer facing interactions, good administration skills/phone manner and IT skills.
- Well-presented.
- Self-motivated and organised, with a good work ethic.
- Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
- Able to stay focused on tasks, despite distractions and interruptions.
- Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process.
- Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change.
Benefits:
- 25 days holiday, plus bank holidays.
- Generous non-contributory pension scheme, commencing after three months continuous service + Death in Service benefit.
- On-site parking.
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.
Technical Administrator in Leicester employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator in Leicester
✨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 hunt for a Technical Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of regulations and compliance in financial services. Be ready to discuss how your experience aligns with the responsibilities listed in the job description, especially around client interactions and administrative tasks.
✨Tip Number 3
Showcase your tech skills! Familiarise yourself with common software used in the industry, like Xplan or Curo. If you can demonstrate your ability to quickly adapt to new systems, you'll stand out as a candidate who can hit the ground running.
✨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 seeing candidates who take the initiative to engage directly with us. Good luck!
We think you need these skills to ace Technical Administrator in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Administrator role. Highlight your experience in financial services and any relevant administrative skills. We want to see how you can bring your unique flair to our team!
Showcase Your Skills: Don’t just list your skills; show us how you've used them! Whether it's managing diaries or liaising with clients, give us examples that demonstrate your ability to thrive in a fast-paced environment.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your points are easy to understand and relevant to the role.
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 Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services and regulations. Since the role requires at least 2 years of experience in this sector, be prepared to discuss your past roles and how they relate to the responsibilities listed in the job description.
✨Show Off Your Admin Skills
This position is all about administration, so be ready to highlight your organisational skills. Bring examples of how you've managed diaries, handled client communications, or processed applications efficiently in your previous roles.
✨Demonstrate Your Customer Service Flair
Since delivering a first-class service is key, think of specific instances where you've gone above and beyond for clients. Be ready to share these stories during the interview to showcase your commitment to excellent customer service.
✨Be Ready to Adapt
The job mentions the need for flexibility and adaptability. Prepare to discuss how you've successfully navigated changes in your previous roles, whether it’s adapting to new software or shifting priorities in a fast-paced environment.
