Financial Services Administrator Apply now
Financial Services Administrator

Financial Services Administrator

Bolton Full-Time 28800 - 42000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: You'll represent clients and process pension transfers while navigating our in-house system.
  • Company: Join a dynamic financial services team dedicated to client success and professional growth.
  • Benefits: Enjoy full training, a supportive work environment, and opportunities for career advancement.
  • Why this job: This role offers hands-on experience in finance and the chance to build valuable relationships.
  • Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn!
  • Other info: Perfect for high school and college students looking to kickstart their careers in finance.

The predicted salary is between 28800 - 42000 £ per year.

Duties: * Representing the client in a professional manner * Processing Pensions Transfers * Processing Pension related actions for example trades, transfers, client or IFA requests * Navigating and successfully using in house system * Liaise with other departments and corporations to ensure successful and accurate processing * Administering work on core processes generated by investors, advisors and internal instructions within agreed service levels * Developing good working relationships with all Investors, Advisers, third parties and internal teams. * Dealing with all queries by telephone, email, and letter as appropriate * Administer work generated by Investors, Advisers and internal instructions within agreed service levels Full training provided

Financial Services Administrator employer: OPRA GROUP

As a Financial Services Administrator at our company, you will thrive in a supportive and collaborative work environment that values professionalism and teamwork. We offer comprehensive training and development opportunities to help you grow your skills and advance your career, all while enjoying a competitive benefits package. Located in a vibrant area, our workplace fosters strong relationships with clients and colleagues alike, making it an ideal setting for those seeking meaningful and rewarding employment.
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Contact Detail:

OPRA GROUP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Administrator

Tip Number 1

Familiarize yourself with the financial services industry, especially pension processes. Understanding the basics of pension transfers and related actions will give you an edge during discussions.

Tip Number 2

Practice your communication skills, as you'll be dealing with clients, advisers, and internal teams. Being able to convey information clearly and professionally is key in this role.

Tip Number 3

Get comfortable with using various software systems. Since you'll be navigating in-house systems, having a tech-savvy mindset will help you adapt quickly during training.

Tip Number 4

Network with professionals in the financial services sector. Building relationships can provide insights into the role and may even lead to referrals or recommendations.

We think you need these skills to ace Financial Services Administrator

Customer Service Skills
Attention to Detail
Communication Skills
Organizational Skills
Problem-Solving Skills
Time Management
Ability to Work Under Pressure
Teamwork
Technical Proficiency in Financial Software
Understanding of Pension Processes
Interpersonal Skills
Adaptability
Data Entry Skills
Knowledge of Regulatory Compliance

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Financial Services Administrator position. Understand the key responsibilities and required skills, such as processing pension transfers and liaising with various departments.

Tailor Your CV: Customize your CV to highlight relevant experience in financial services, administration, or customer service. Emphasize any previous roles where you represented clients professionally or processed financial transactions.

Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and your enthusiasm for working in financial services. Mention specific examples of how you've developed good working relationships in past positions.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.

How to prepare for a job interview at OPRA GROUP

Showcase Your Professionalism

Since representing clients in a professional manner is key, make sure to demonstrate your professionalism throughout the interview. Dress appropriately, maintain good eye contact, and communicate clearly.

Familiarize Yourself with Pension Processes

Understand the basics of pension transfers and related actions. Being able to discuss these topics confidently will show that you are prepared and knowledgeable about the role.

Highlight Your Communication Skills

As the role involves dealing with queries via telephone, email, and letter, emphasize your communication skills. Share examples of how you've effectively handled client inquiries in the past.

Demonstrate Team Collaboration

Since liaising with other departments and building relationships is crucial, be ready to discuss your experience working in teams. Provide examples of how you've successfully collaborated with others to achieve common goals.

Financial Services Administrator
OPRA GROUP Apply now
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  • Financial Services Administrator

    Bolton
    Full-Time
    28800 - 42000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-16

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    OPRA GROUP

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