At a Glance
- Tasks: Support financial planners and manage client information in a professional office.
- Company: Growing independent financial planning company with a client-focused approach.
- Benefits: Salary of £25,500 - £27,500 plus full benefits package.
- Other info: Office-based role with opportunities for professional development.
- Why this job: Kickstart your career in financial services with full training and support.
- Qualifications: Previous admin experience and strong IT skills required.
- Financial Services Administrator / Client Services Coordinator
- Nottinghamshire (our Ref AL1425)
- Salary £25,500 - £27,500 dep on experience + full benefits package
My client is a growing nationwide, independent financial planning company and they are committed to delivering clear, professional and client focused advice to individuals and families, trustees and business owners.
They are looking to recruit an Administrator / Client Services Coordinator to support their advisers and begin a long-term career within wealth management.
This role is ideal for someone with prior administrative experience in client service and client administration within a professional office environment who is keen to develop a career in financial services.
Full training will be provided.
The role is fully office-based for at least the first year and includes responsibility for front of house duties.
Responsibilities
- Provide administrative support to two Financial Planners.
- Maintain and accurately update client information on internal systems.
- Assist with the preparation of valuations, meeting packs and client documentation.
- Process new business applications and monitor progress through to completion.
- Manage incoming and outgoing post.
- Greet clients professionally and act as a first point of contact.
- Answer and manage telephone and email enquiries.
- Support compliance procedures and internal processes.
- Deliver a friendly, professional and organised office environment.
About You
- Previous administrative experience in a client service and client administration within a professional office environment.
- No previous experience in wealth management required.
- Strong IT skills, including Microsoft Office.
- Highly organised with strong attention to detail.
- Professional communication skills and confident telephone manner.
- Willingness to learn and develop and undertake professional qualifications.
- Reliable, proactive and enthusiastic.
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.
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Financial Services Administrator in West Bridgford employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in West Bridgford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like North Oak Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in West Bridgford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to North Oak Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on North Oak Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at North Oak Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with North Oak Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at North Oak Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former North Oak Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
