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- Tasks: Join our team as a part-time Administrator, supporting Financial Advisors with essential tasks.
- Company: We're an independent advisory practice in Nottingham, dedicated to providing top-notch financial advice.
- Benefits: Enjoy flexible hours, remote work options, and competitive pay of £15.00 per hour.
- Why this job: Gain valuable experience in finance while working in a supportive, small team environment.
- Qualifications: Previous IFA administration experience and strong organisational skills are essential for this role.
- Other info: Opportunity for additional hours during holiday cover; we respond to applications within 10 days.
The predicted salary is between 13800 - 17460 £ per year.
Hours: Part time – 21 hours over 3 days
Location: Nottingham (home working 1 day per week can be considered)
Salary: £15.00 per hour – 21 hours = £16,380 per annum (£27,300 full time equivalent)
Ideally, be available to work additional hours to provide holiday cover for up to 20 days per annum.
My client is an independent advisory practice, based in Nottingham and they are looking for an individual to join their small team on a part time basis, providing administrative support to the Financial Advisors.
Responsibilities
- New business processing, including:
- Obtaining and completing application paperwork
- Sending new business to providers
- Submitting business on main investment Platform
- Entering business onto back-office system
- Managing and updating tasks on back-office system
- Chasing business through to completion
- Chasing fees
- Generating requests for information
- Sending to providers
- Managing and updating tasks on back-office system
- Chasing providers for outstanding information
- Inputting plan information on back-office system
Qualifications and capabilities
Essential:
- Previous IFA / Wealth Management administration experience
- Experience of using back-office systems
- Experience of using Platforms/Wraps
- Knowledge of Pensions and Investments
- Basic compliance knowledge and understanding of what makes a compliant file
- Excellent organisational and prioritising skills
- Excellent written and spoken communication skills
- Good computer literacy and typing skills
- Comfortable following prescribed processes
- Able to work alone using own initiative
Preferred but not essential:
- Experience of using Intelligent Office back-office system
- Industry qualifications
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.
Part time Administrator employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part time Administrator
✨Tip Number 1
Familiarise yourself with the specific back-office systems mentioned in the job description. If you have experience with Intelligent Office, make sure to highlight that during your conversations.
✨Tip Number 2
Brush up on your knowledge of pensions and investments, as this role requires a solid understanding of these areas. Being able to discuss relevant topics confidently can set you apart from other candidates.
✨Tip Number 3
Prepare examples of how you've successfully managed tasks and prioritised work in previous roles. This will demonstrate your organisational skills and ability to work independently, which are crucial for this position.
✨Tip Number 4
Network with professionals in the financial advisory sector. Engaging with others in the industry can provide insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Part time Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous IFA or Wealth Management administration experience. Emphasise your familiarity with back-office systems and platforms, as well as any relevant qualifications.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities listed in the job description. Mention your organisational skills and ability to work independently, as these are key for this role.
Showcase Relevant Skills: In your application, clearly demonstrate your excellent written and spoken communication skills. Provide examples of how you've successfully managed tasks and liaised with clients or providers in previous roles.
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 an administrative role.
How to prepare for a job interview at North Oak Recruitment
✨Showcase Your Relevant Experience
Make sure to highlight your previous IFA or Wealth Management administration experience during the interview. Be prepared to discuss specific tasks you've handled, such as new business processing and using back-office systems, as this will demonstrate your suitability for the role.
✨Demonstrate Organisational Skills
Since the role requires excellent organisational and prioritising skills, think of examples where you've successfully managed multiple tasks or projects. Share how you keep track of deadlines and ensure that nothing falls through the cracks.
✨Familiarise Yourself with Compliance
Understanding compliance is crucial in this role. Brush up on basic compliance knowledge and be ready to explain what makes a compliant file. This shows that you take the regulatory aspects of the job seriously.
✨Prepare Questions for the Interviewer
Having thoughtful questions prepared can set you apart from other candidates. Ask about the team dynamics, the tools they use, or how they measure success in the role. This shows your genuine interest in the position and the company.
