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For Companies At a Glance
- Tasks: Manage daily admin tasks, client records, and support advisors in a dynamic financial environment.
- Company: Join a top UK Wealth Management firm known for innovation and exceptional client service.
- Benefits: Enjoy a competitive salary, career development, and a supportive team culture.
- Why this job: Be part of a passionate team making a real difference in clients' financial lives.
- Qualifications: 1-2 years in financial services, strong Excel skills, and excellent communication abilities required.
- Other info: Flexible working hours with a focus on professional growth and training opportunities.
The predicted salary is between 18000 - 26000 £ per year.
Exciting opportunity for a Team Administrator to join one of the UK's leading Wealth Management and Financial Advisory specialists based in the Spalding area. Over the years, they have built a reputation for excellent service, innovation, and making a genuine difference to their clients.
We are looking to speak with applicants who can demonstrate commitment, enthusiasm, along with a willingness to contribute to this outstanding business.
Main Responsibilities for the successful Team Administrator:
- Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
- Independently manage daily tasks and workload in an efficient manner, working within company turnaround times.
- Answer the telephone in a professional manner, dealing with calls where possible, or directing calls as appropriate to other staff.
- Pick up post from SharePoint and distribute to relevant staff members. Frank and prepare post at the end of the day and take to the Post Office when required.
- Deal with administrative tasks such as change of addresses and personal information.
- Set up and maintain accurate client records using the back-office systems, keeping full and accurate up-to-date notes regarding progress on individual client tasks, actions required, and progress made.
- Input client meeting notes and data from paper Fact Finds into Intelliflo in an accurate and timely manner.
- Contact and chase product providers for information regarding clients' plans, check information received against a checklist and progress on actions requested.
- Prepare documents needed for adviser client meetings and action adviser requests for information.
- Manage Advisor diaries, book and confirm appointments with clients, arrange meeting rooms and issue confirmation to clients.
- Correspond with clients and product providers via email, letter, and telephone, updating client records with notes of all conversations.
- Share responsibility for office equipment and supplies, including stationery and printers.
About the successful Team Administrator:
- Confident in written and spoken English.
- Excellent customer service and communication skills.
- Excellent experience of working with Excel and maintaining spreadsheet accuracy is essential to this role.
- Highly organised and ability to work under pressure ensuring deadlines are always met.
- One to two years minimum experience of working in financial services.
- Knowledge of the Financial industry related products/back-office systems (Intelligent Office, iPipeline preferred).
What we offer in return to the successful Team Administrator:
- Salary negotiable (£22,222 per annum).
- Monday to Friday (35 hours a week).
- UK's leading wealth management pension scheme.
- Unrivalled career development prospects.
- National Training and ability to upskill your existing skill set.
If you are passionate about the financial sector and want to be part of a fantastic team, please do not hesitate to contact us for more details!
Team Administrator in Spalding employer: PARADIGM EMPLOYMENT SERVICES LTD
Contact Detail:
PARADIGM EMPLOYMENT SERVICES LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Administrator in Spalding
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific products and back-office systems mentioned in the job description, like Intelligent Office and iPipeline. This knowledge will not only help you stand out but also demonstrate your commitment to the role.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects under pressure in previous roles. Be ready to discuss these experiences during any interviews to illustrate your ability to meet deadlines.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since the role involves a lot of client interaction, being able to convey information clearly and professionally will be crucial. Consider role-playing common scenarios you might encounter in the position.
✨Tip Number 4
Network with professionals in the financial services sector, particularly those who work in administrative roles. This can provide you with insights into the day-to-day responsibilities and expectations, as well as potential referrals that could enhance your application.
We think you need these skills to ace Team Administrator in Spalding
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administrative roles. Emphasise your organisational skills and any experience with back-office systems like Intelligent Office or iPipeline.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific responsibilities from the job description, such as managing client records and handling communications, to demonstrate your understanding of the position.
Highlight Relevant Skills: In your application, clearly outline your customer service skills, proficiency in Excel, and ability to work under pressure. Provide examples of how you've successfully managed tasks and met deadlines in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Team Administrator role.
How to prepare for a job interview at PARADIGM EMPLOYMENT SERVICES LTD
✨Show Your Enthusiasm
Make sure to express your passion for the financial sector during the interview. Companies are looking for candidates who are genuinely excited about the role and can contribute positively to their team.
✨Demonstrate Organisational Skills
Be prepared to discuss how you manage your workload and stay organised, especially under pressure. Share specific examples from your previous experience that highlight your ability to meet deadlines and handle multiple tasks efficiently.
✨Familiarise Yourself with Relevant Systems
If you have experience with back-office systems like Intelligent Office or iPipeline, be sure to mention it. If not, do some research beforehand to show your willingness to learn and adapt to the tools used in the industry.
✨Prepare for Customer Service Scenarios
Since excellent customer service is crucial for this role, think of examples where you've successfully handled client interactions. Be ready to discuss how you would approach various situations, demonstrating your communication skills and professionalism.
