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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 30000 - 40000 £ 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:
- 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 Hampshire 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 Hampshire
✨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 ISAs, Bonds, and Pensions. We want you to show off your expertise and attention to detail, so practice answering common questions and think of examples from your past experience.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It shows you care and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Financial Services Administrator in Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous Financial Services experience, especially in Life and Pensions. We want to see how your skills match the job description, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for the role and the company. Let us know why you care about what you do and how you can contribute to our team.
Show Off Your Communication Skills: Since good communication is key for this role, make sure your application reflects that. Keep your language clear and professional, and don’t forget to proofread for any typos or errors!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join 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 strong 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 highlight instances where your attention to detail made a difference. Whether it was catching an error in a report or ensuring all client queries were addressed, these examples will showcase your meticulous nature, which is crucial for processing new business.
✨Get Comfortable with Tech
Familiarise yourself with MS Word and Excel, as proficiency in these tools is essential. Consider preparing a few examples of how you've used these applications in your previous roles, especially in managing data or creating reports.