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For Companies At a Glance
- Tasks: Support Financial Advisers and Paraplanners in delivering exceptional client service.
- Company: Established financial planning firm with a supportive team culture.
- Benefits: Competitive salary, career development, and a professional work environment.
- Other info: Opportunity for career growth in a dynamic and client-focused setting.
- Why this job: Join a growing firm and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 25000 - 28000 £ per year.
An established and growing financial planning firm is looking to recruit an experienced Financial Services Administrator to join their supportive team in Ormskirk. This is an excellent opportunity for someone with financial services administration experience who is looking to develop their career within a professional and client-focused environment.
The Role
- Provide administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey from start to finish.
- Preparing and processing new business applications.
- Managing client records and maintaining CRM systems.
- Liaising with providers, clients, and advisers.
- Supporting with pensions, investments, and protection administration.
- Preparing documentation for client meetings and reviews.
- Chasing outstanding information and monitoring workflows.
About You
- Previous experience within an IFA / Wealth Management environment.
- Strong organisational and communication skills.
- High attention to detail and ability to manage workloads effectively.
- Experience using financial services back-office systems desirable.
- Positive, professional, and team-focused approach.
If you have experience working within an IFA / Wealth Management environment and are looking for your next opportunity, please apply now to be considered.
Financial Services Administrator in Burscough employer: Prestige Recruitment Group
Contact Detail:
Prestige Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Burscough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on common questions related to financial services administration, and don’t forget to highlight your organisational skills and attention to detail.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator in Burscough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills match the role, so don’t be shy about showcasing your previous work with IFAs or Wealth Management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our supportive team. Keep it professional but let your personality come through!
Showcase Your Organisational Skills: Since the role involves managing client records and workflows, make sure to mention any tools or systems you’ve used to stay organised. We love seeing candidates who can juggle multiple tasks effectively!
Apply Through Our Website: We encourage you to apply directly through our website. 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 Prestige Recruitment Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services, especially in areas like pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just familiar with the role but genuinely interested in it.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experience where you successfully managed workloads or improved processes. This will help demonstrate that you can handle the responsibilities of the position effectively.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Good communication is key in this role, so be ready to explain how you've liaised with clients and advisers in previous positions. This will highlight your ability to maintain a smooth client journey.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and the team you'll be working with. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values. Plus, it gives you a chance to engage with your interviewers!