At a Glance
- Tasks: Manage client documentation and support advisers in financial planning.
- Company: Established wealth management firm with a supportive team culture.
- Benefits: Salary up to £36,000, 28 days holiday, gym membership, and private medical insurance.
- Other info: Dynamic role with opportunities for career growth and additional holiday perks.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: 3+ years in financial services administration and strong communication skills.
The predicted salary is between 28000 - 36000 £ per year.
Leicester (Our Ref AL1415) fully office based Monday to Friday 8am to 4pm
Salary £28,000 - £36,000
My client is a well-established wealth management firm, and they are seeking an experienced and detail-oriented Financial Services Administrator to join their growing team. This role is ideal for someone with 3+ years experience in financial services administration who is confident managing client documentation, liaising with providers, and supporting advisers with more technical aspects of financial planning. You will play a key role in ensuring efficient operations and delivering a high standard of service to both clients and advisers.
Key Responsibilities:- Answering incoming calls and acting as a first point of contact for clients
- Welcoming clients into the office and preparing meeting rooms and refreshments
- Managing incoming and outgoing post
- Scanning, organising, and uploading documents to CRM systems
- Monitoring shared inboxes and handling correspondence
- Liaising with providers to chase outstanding information
- Maintaining the FCA daybook for advisers
- Processing letters of authority and organising policy documentation
- Supporting advisers with client file organisation and post-meeting administration
- Preparing portfolio overviews based on provider information
- Producing financial planning reports, including: Defaqto risk reports, FE Analytics fund research, CashCalc cashflow modelling reports
- Preparing annual review documentation, including: Portfolio valuations, Fund performance and analysis, Cashflow reports (where required)
- Assisting with business submissions and simple online applications
- Attending meetings with advisers where required to support the advice process
The ideal candidate will:
- Have 3-5 years experience in a financial services administration role
- Have a strong understanding of financial planning processes and documentation
- Be highly organised with excellent attention to detail
- Have strong written and verbal communication skills
- Be confident liaising with providers, clients, and advisers
- Be able to prioritise and manage multiple tasks efficiently
- Have experience using CRM systems and financial planning tools
- Have good working knowledge of Microsoft Office
- Experience with tools such as Defaqto, FE Analytics, or CashCalc
- £28,000 to £36,000 salary depending on experience
- 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
- Private Medical Insurance
- Discretionary quarterly team bonus awards
- Employee and client referral scheme
- Supportive team environment within a growing business
- Assistance with parking costs
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
Senior Financial Services Administrator in Loughborough employer: North Oak Recruitment
Join a well-established wealth management firm in Leicester as a Senior Financial Services Administrator, where you will thrive in a supportive team environment that values your expertise and attention to detail. With competitive salaries, generous holiday allowances, and benefits like private medical insurance and free gym membership, this role offers not just a job, but a pathway for professional growth and a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Services Administrator in Loughborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and be ready to discuss how your experience aligns with their needs. Practise common interview questions and think about how you can showcase your skills in financial planning and administration.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of great roles, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Senior Financial Services Administrator in Loughborough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Services Administrator role. Highlight your experience in financial services administration and any relevant tools you've used, like CRM systems or financial planning software.
Showcase Your Skills:Don’t just list your responsibilities; showcase your skills! Use specific examples to demonstrate your attention to detail, organisation, and communication skills. This will help us see how you can contribute to our team.
Keep It Professional:While we love a friendly tone, remember to keep your application professional. Use clear language and avoid slang. This shows us that you understand the importance of professionalism in financial services.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to upload your CV directly. Plus, it helps us keep track of all applications efficiently!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on financial planning processes and documentation. Familiarise yourself with tools like Defaqto, FE Analytics, and CashCalc, as these will likely come up in conversation. Being able to discuss your experience confidently will show that you're the right fit for the role.
✨Showcase Your Organisation Skills
As a Senior Financial Services Administrator, being organised is key. Prepare examples of how you've managed multiple tasks efficiently in previous roles. This could be anything from handling client documentation to liaising with providers—make it relatable!
✨Practice Your Communication
Strong written and verbal communication skills are essential. Consider practising common interview questions with a friend or family member. Focus on how you would explain complex financial concepts clearly and concisely, as this will be crucial when liaising with clients and advisers.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you determine if the firm is the right fit for you.
