At a Glance
- Tasks: Provide top-notch admin support and ensure excellent client service in financial services.
- Company: Join a leading financial practice known for bespoke advice and a supportive team.
- Benefits: Up to £30,000 salary, hybrid working, bonuses, and great career development.
- Other info: Enjoy a dynamic work environment with opportunities for growth and learning.
- Why this job: Be the go-to person for clients and make a real difference in their financial journeys.
- Qualifications: Experience in financial services, strong IT skills, and a knack for building relationships.
The predicted salary is between 30000 - 30000 £ per year.
Location: Stourbridge, DY9. Hours: Full Time and Hybrid working available. Salary: Up to £30,000 + benefits and bonus, negotiable for candidates with substantial experience.
Working as part of the team at a Senior Partner Practice of St. John’s Place Plc, who provide bespoke financial advice and services to a broad range of clients; individuals, families, and businesses.
The Role:
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
- Point of contact for clients and third parties dealing with both general and technical enquiries.
- Setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation.
- Managing Salesforce and keeping all client details up to date.
- Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios.
- Tracking the Business Pipeline, providing regular updates to both Clients and Advisers, always ensuring seamless communication.
The Person:
- Working in Financial Services, ideally with a St. John’s Place Practice or an IFA for several years with good all-round knowledge.
- Enjoys liaising with Clients and colleagues and has a natural flair for building rapport and effective working relationships.
- Excellent IT and communication skills, highly organised and can make decisions.
- Ideally has used the CRM Salesforce.
- Self-starter and able to work with little or no supervision.
- Confident in dealing with third parties and can work with total discretion.
Financial Services Administrator in Stourbridge employer: Premium site
At St. John’s Place Plc, we pride ourselves on being an exceptional employer, offering a supportive and dynamic work environment in Stourbridge. Our hybrid working model promotes a healthy work-life balance, while our commitment to employee development ensures that you have ample opportunities for growth within the financial services sector. Join us to be part of a collaborative team that values your contributions and fosters meaningful relationships with clients and colleagues alike.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Stourbridge
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premium site. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in Stourbridge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premium site.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premium site's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premium site
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premium site.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premium site will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premium site employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
