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- Tasks: Support client-facing teams by processing documentation and providing valuations.
- Company: Join a leading financial planning firm in Leeds with a supportive environment.
- Benefits: Enjoy a permanent role with competitive pay and opportunities for growth.
- Other info: Dynamic team atmosphere with a focus on professional development.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Strong communication skills and knowledge of financial products are essential.
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 in Leeds employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Advice Support in Leeds
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since the role requires an excellent telephone manner, try role-playing with a friend or family member. This will help you feel more confident and articulate during the actual call.
✨Tip Number 3
Prepare some questions to ask during your interview. This shows that you're engaged and helps you figure out if the company is the right fit for you. Think about what you want to know about the team and their processes.
✨Tip Number 4
Don't forget to 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 with us directly.
We think you need these skills to ace Administrator - Advice Support in Leeds
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the role of Administrator - Advice Support. We want to see how you can contribute to our team, so don’t hold back on showcasing your relevant experience!
Nail the Written Communication: Since written communication is key for this role, double-check your spelling and grammar before hitting send. We appreciate clear and concise writing, so make sure your application reflects that – it’s your first impression after all!
Showcase Your Organisation Skills: In your application, give examples of how you prioritise tasks and manage your time effectively. We love candidates who can juggle multiple responsibilities, so let us know how you keep everything on track!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Rathbones
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and processes. Familiarise yourself with common terminology and practices in the industry, as this will help you answer questions confidently and show that you're serious about the role.
✨Practice Your Communication Skills
Since the role requires excellent telephone manners and written communication, practice articulating your thoughts clearly. You could even do mock interviews with a friend or family member to get comfortable with answering questions and explaining concepts.
✨Show Off Your Organisation Skills
Be prepared to discuss how you prioritise tasks and manage your time effectively. Think of examples from your past experiences where you successfully juggled multiple responsibilities, as this will demonstrate your ability to handle the demands of the role.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the team and the company culture. This shows your genuine interest in the position and helps you determine if it’s the right fit for you too!