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- Tasks: Support financial advisers with administration for pensions and investments in a dynamic environment.
- Company: Join Quilter Financial Planning, a leading firm in the financial services industry.
- Benefits: Enjoy perks like a discretionary bonus, pension, and nearby parking.
- Why this job: Grow your career in a supportive team while enjoying a professional yet relaxed atmosphere.
- Qualifications: Experience in financial services and excellent communication skills are essential.
- Other info: Ideal candidates will have experience with Dynamic Planner.
The predicted salary is between 28800 - 43200 £ per year.
If you have some experience with the Financial Services industry and are seeking a role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as a client support executive with one of our Strategic Partner firms, Redwood Financial, based in Horsham, West Sussex.
They are looking for an experienced Financial Services Administrator to join their team to assist with all administration for pensions and investments and to ensure that the financial advisers are provided with a first-class administrative support. This is a fantastic role for someone who enjoys working in a professional yet relaxed environment and is keen to grow within a supportive team.
The role will entail the following:
- Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients
- Populating and maintaining client records within our database
- Producing the relevant paperwork for the client, on behalf of the Adviser, including client review packs (using Dynamic Planner), illustrations and valuations
- Processing new business documentation in accordance with the agreed service and quality standards
- Process fund switches, income and withdrawals
- Liaising with providers to chase new business and keeping clients updated
Skills & Knowledge
- Experience within the Financial Services industry
- The ability to cope in high-pressure environment
- Excellent communication skills at all levels
- Team player
- Good planning and effective organisational skills with a methodical approach to work
- Honesty and integrity
- Experience of Dynamic Planner would be ideal
The successful candidate will be offered:
- DIS and Income Protection
- Discretionary bonus
- Pension
- Parking available nearby
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Make sure to highlight your experience in the Financial Services industry during any networking opportunities. Connect with professionals on platforms like LinkedIn and engage in discussions about current trends in financial planning to showcase your knowledge.
✨Tip Number 2
Familiarise yourself with Dynamic Planner, as it's mentioned in the job description. Consider taking a short online course or watching tutorials to demonstrate your initiative and understanding of the tools used in the role.
✨Tip Number 3
Reach out to current or former employees of Quilter Financial Planning to gain insights into the company culture and expectations. This can help you tailor your approach and show that you're genuinely interested in being part of their team.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to administrative roles in financial services. Focus on scenarios where you've successfully managed high-pressure situations, as this is a key skill they're looking for.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the Financial Services industry. Emphasise any roles where you've provided administrative support, particularly in pensions and investments.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and ability to work under pressure. Mention specific examples of how you've successfully supported financial advisers or managed client records.
Highlight Relevant Skills: In your application, clearly outline your organisational skills and methodical approach to work. If you have experience with Dynamic Planner, be sure to mention it as it's ideal for this role.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar.
How to prepare for a job interview at Quilter Financial Planning
✨Show Your Financial Services Knowledge
Make sure to brush up on your knowledge of the financial services industry. Be prepared to discuss your previous experience and how it relates to the role of a Financial Services Administrator, especially in areas like pensions and investments.
✨Demonstrate Strong Communication Skills
Since this role involves liaising with financial advisers and clients, it's crucial to showcase your communication skills. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've effectively communicated in past roles.
✨Highlight Your Organisational Skills
The job requires excellent planning and organisational abilities. Prepare to discuss specific instances where you successfully managed multiple tasks or projects, particularly in high-pressure environments, to demonstrate your capability.
✨Familiarise Yourself with Dynamic Planner
If you have experience with Dynamic Planner, make sure to mention it during the interview. If not, take some time to learn about it beforehand, as familiarity with this tool could give you an edge over other candidates.
