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- Tasks: Process new business across investments, pensions, and protection for clients.
- Company: Established Financial Services firm with a supportive team culture.
- Benefits: Excellent benefits package, hybrid working model, and career development opportunities.
- Other info: Enjoy a collaborative environment with potential for growth.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Previous Financial Services experience and strong organisational skills required.
The predicted salary is between 28800 - 48000 £ per year.
We are working with a long standing, established Financial Services firm who are looking to expand their team.
Key responsibilities:
- Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients
- Booking annual review meetings
- Raising new business invoices
- Managing the pipeline efficiently and overseeing cases through to completion
- Handling new business queries from Advisers, clients, and providers
Ideal candidate will have:
- Previous Financial Services experience
- Excellent planning and organisational skills, with strong attention to detail
- A professional and friendly telephone manner, with the ability to build rapport with clients
- Strong time management skills
- A collaborative approach and the ability to work effectively as part of a team
- Proficiency in MS Word and Excel
Location and working model:
Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote.
Additional information:
As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
Financial Services Administrator employer: One Ten Associates Ltd
Contact Detail:
One Ten Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨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 lookout for opportunities. You never know who might have a lead or be able to refer you to their company.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your experience in financial services.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It also keeps you fresh in the interviewer's mind as they make their decision.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to stay updated on new roles in the financial services field.
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 previous Financial Services experience. We want to see how your skills align with the role, so don’t be shy about showcasing your planning and organisational abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your attention to detail and how you can contribute to our collaborative environment.
Show Off Your Tech Skills: Since proficiency in MS Word and Excel is key, make sure to mention any relevant experience you have with these tools. We love seeing candidates who are tech-savvy and ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at One Ten Associates Ltd
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial products like ISAs, Bonds, and pensions. Being able to discuss these confidently will show that you understand the industry and can handle the responsibilities of the role.
✨Demonstrate Organisational Skills
Prepare examples from your past experience where you've successfully managed multiple tasks or projects. Highlight your planning and organisational skills, as these are crucial for managing the pipeline and overseeing cases through to completion.
✨Practice Your Communication Skills
Since you'll be dealing with clients and advisers, practice your telephone manner. Role-play common scenarios to build rapport and ensure you come across as professional and friendly during the interview.
✨Show Your Team Spirit
Be ready to discuss how you work collaboratively within a team. Share specific instances where you've contributed to team success, as this will resonate well with the company's emphasis on teamwork.