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- Tasks: Support advisers and clients with high-quality service in financial planning.
- Company: Join a reputable financial advice company in Birmingham with a focus on growth.
- Benefits: Enjoy flexible hybrid working, 28 days holiday, and early finishes on Fridays.
- Other info: Access to 24/7 GP services and career development through an in-house academy.
- Why this job: Be part of a supportive team that values professional development and work-life balance.
- Qualifications: Minimum one year in Financial Services Administration with strong communication skills.
The predicted salary is between 24000 - 42000 £ per year.
Looking to join a growing, professional team with flexibility, excellent benefits, and long-term career prospects?
Recruit UK are working with a reputable financial advice company in Birmingham offering financial planning services. They are seeking a Financial Services Administrator (Client Delivery Lead) to support their advisers and clients with high-quality service across life, pensions, and investment administration.
This is a hybrid role offering the flexibility to work from home, with a strong emphasis on professional development and work-life balance.
You’ll play a key part in the smooth running of the team, with responsibilities including:
- Client Servicing: Create client packs, process authority letters, and keep documentation up to date.
- Compliance Checks: Carry out AML checks and ensure all compliance paperwork is complete.
- New Business: Track and update new business cases using the client database, keeping planners in the loop.
Benefits:
- Salary up to £30,000 (DOE)
- Flexible hybrid working
- 28 days holiday plus bank holidays
- Early finish on Fridays
- Birthday day off
- 5% matched pension contributions
- 4x salary death in service
- Income protection (up to 5 years)
- Access to 24/7 GP and MediCash discount platform
- Career development through the in-house academy
Skills and experience required:
- Minimum one year in an IFA / Financial Services Administration role
- Strong understanding of the financial planning process
- Excellent communication and telephone manner
- Proficient IT skills including spreadsheets and databases
- Strong planning and organisational skills
If you’re looking to take the next step in your career within a supportive and forward-thinking company, this could be the ideal opportunity for you. Get in touch to find out more!
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial planning process and key terminology. This will not only help you understand the role better but also enable you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in administration roles. Attend local events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Demonstrate your IT skills by becoming proficient in common financial software and databases. Consider taking a short course if you're not already familiar, as this can set you apart from other candidates.
✨Tip Number 4
Prepare for the interview by thinking of examples from your past experience that showcase your organisational skills and ability to handle compliance checks. Be ready to discuss how you manage client relationships effectively.
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 financial services administration. Emphasise your understanding of the financial planning process and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your previous experience in IFA or financial services, and explain how you can contribute to their team.
Highlight Key Skills: In your application, focus on your communication skills, IT proficiency, and organisational abilities. Provide examples of how you've successfully managed client servicing or compliance checks in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial services.
How to prepare for a job interview at Recruit UK
✨Know Your Financial Services
Make sure you have a solid understanding of the financial planning process and the specific services offered by the company. Brush up on key concepts related to life, pensions, and investment administration, as this knowledge will help you answer questions confidently.
✨Demonstrate Your Organisational Skills
Since the role involves client servicing and compliance checks, be prepared to discuss how you manage your time and stay organised. Share examples from your previous experience where you successfully handled multiple tasks or projects simultaneously.
✨Showcase Your Communication Skills
Excellent communication is crucial in this role. Practice articulating your thoughts clearly and concisely. You might also want to prepare for common interview questions about how you handle client interactions and resolve issues.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. This shows your interest in the role and the company. Inquire about their approach to professional development or how they support work-life balance, which are key aspects mentioned in the job description.