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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: Hybrid working model, excellent benefits package, and career development opportunities.
- Other info: Dynamic environment with potential for growth and development.
- Why this job: Join a collaborative team and make a real impact in financial services.
- Qualifications: Previous Financial Services experience and strong communication skills.
The predicted salary is between 28800 - 43200 £ per year.
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key.
Key responsibilities include:
- 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
The 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
Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. 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 in Fleet 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 in Fleet
✨Tip Number 1
Network like a pro! Reach out to your connections in the Financial Services sector, especially those with experience in Life and Pensions. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investments, pensions, and protection products. We want you to feel confident discussing these topics, as they’re key to impressing potential employers.
✨Tip Number 3
Show off your attention to detail! During interviews, share examples of how you've managed complex cases or handled queries efficiently. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Financial Services Administrator in Fleet
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your previous Financial Services experience, especially if you've worked in a Life and Pensions environment. We want to see how your background aligns with the role, so don’t hold back!
Be Detail-Oriented: Attention to detail is key for this position. When you’re writing your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and professional.
Communicate Clearly: Since good communication is vital, make sure your application reflects that. Use clear and concise language, and don’t forget to showcase your friendly telephone manner. We love candidates who can build rapport!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. 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 Stuff
Brush up on your knowledge of the Financial Services sector, especially in Life and Pensions. Be ready to discuss your previous experience and how it relates to the role. This shows you’re not just a good fit but genuinely interested in the field.
✨Show Off Your Communication Skills
Since the job requires excellent communication, practice articulating your thoughts clearly. Think of examples where you've successfully built rapport with clients or colleagues. This will demonstrate your ability to connect with others, which is key for this role.
✨Attention to Detail is Key
Prepare to discuss how you ensure accuracy in your work. Bring examples of how your attention to detail has positively impacted your previous roles, especially when processing new business or managing client queries.
✨Get Comfortable with Tech
Familiarise yourself with MS Word and Excel, as these are essential tools for the job. If you can, showcase any specific projects or tasks where you used these applications effectively. This will highlight your IT literacy and readiness for the role.