At a Glance
- Tasks: Support client-facing teams by processing documentation and providing valuations.
- Company: Dynamic financial planning firm based in Leeds.
- Benefits: Permanent position with opportunities for growth and development.
- Other info: Fast-paced environment with a focus on accuracy and organisation.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Strong communication skills and knowledge of financial products required.
The predicted salary is between 25000 - 32000 € per year.
Location: Leeds
Contract: Permanent
Central Administration Unit for Financial/Wealth Planning responsible for the processing of all business generated by client facing teams.
Key Responsibilities
- Processing of new business and client servicing documentation by liaising with both the client facing teams and product providers.
- Providing annual and ad hoc valuations for our clients including any regulatory requirements.
- Maintaining the quality and accuracy of all data on X Plan.
Core skills and knowledge
- Excellent telephone manner, listens actively and questions to clarify own understanding.
- Written communication grammatically correct, with good spelling and punctuation.
- Prioritises and makes effective use of time with good organisation skills.
- Knowledge of Financial Planning Products and Processes.
Administrator - Advice Support employer: Rathbones
As an Administrator - Advice Support in Leeds, you will join a dynamic and supportive team within our Central Administration Unit, where your contributions directly impact client satisfaction and business success. We pride ourselves on fostering a collaborative work culture that encourages professional growth through ongoing training and development opportunities, ensuring you can advance your career while enjoying a healthy work-life balance. With competitive benefits and a commitment to employee well-being, we offer a rewarding environment for those seeking meaningful employment in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Advice Support
✨Tip Number 1
Make sure you research the company and its values before your interview. This will help us understand how you can fit into the team and contribute to our goals.
✨Tip Number 2
Practice your telephone skills! Since the role requires excellent communication, we recommend doing mock calls with friends to boost your confidence and refine your active listening.
✨Tip Number 3
Prepare some questions to ask during the interview. This shows us that you're genuinely interested in the role and helps you assess if it's the right fit for you.
✨Tip Number 4
Don't forget to apply through our website! It streamlines the process and ensures your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Administrator - Advice Support
Some tips for your application 🫡
Show Off Your Writing Skills:Since the role requires excellent written communication, make sure your application is grammatically correct and free of typos. We want to see that you can express yourself clearly and professionally!
Tailor Your Application:Take a moment to customise your application for the Administrator - Advice Support role. Highlight your relevant experience and skills, especially those related to financial planning products and processes. This helps us see why you're a great fit!
Be Organised:Just like the role demands good organisation skills, your application should reflect that too! Keep it structured and easy to read. Use headings or bullet points if necessary to make key information stand out.
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’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Rathbones
✨Know Your Stuff
Make sure you brush up on financial planning products and processes. Familiarise yourself with the key responsibilities of the role, especially around processing new business and client servicing documentation. This will show that you're not just interested in the job, but that you understand what it entails.
✨Practice Your Communication Skills
Since the role requires excellent telephone manners and written communication, practice articulating your thoughts clearly. You might want to do a mock interview with a friend or family member, focusing on how you listen actively and ask clarifying questions.
✨Organise Your Time
Demonstrate your organisational skills by preparing a list of questions for the interviewer about the role and the company. This shows that you value their time and are serious about making effective use of yours. Plus, it gives you a chance to highlight your prioritisation skills.
✨Show Enthusiasm
Let your passion for the role shine through! Talk about why you’re excited about the opportunity to work in the Central Administration Unit for Financial/Wealth Planning. A positive attitude can make a huge difference in how you’re perceived during the interview.
