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- Tasks: Assist with daily administration, client queries, and basic bookkeeping tasks.
- Company: Join RECRUITAMUM LIMITED, a growing financial services business in Hendon, NW4.
- Benefits: Enjoy a competitive salary of £30K-£35K and receive training for your role.
- Why this job: Gain valuable experience in finance while working in a supportive and dynamic environment.
- Qualifications: Previous office experience is essential; good IT and communication skills are a must.
- Other info: Immediate start available; full-time hours from 9:00am to 5:00pm.
The predicted salary is between 24000 - 28000 £ per year.
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Role: Financial Services Administrator
Location: London, NW4 (office based)
Salary: £30K-£35K
Growing financial services business based in Hendon, NW4 seeks a Mortgage & Insurance administrator ideally suited to someone with Insurance, Mortgage, Legal or Accountancy based background. The ideal candidate will be computer and internet literate, well spoken, competent in writing letters to clients and able to work on own initiative.
Previous office experience is essential and good references required. Training will be given.
Immediate start if possible.
Hours
Full time – 9:00am – 5:00pm
Description Of Role, Key Responsibilities & Duties
To assist with the day to day running and administration of the business.
Duties:
- General Administration Support:
- Dealing with client queries
- Filing
- Answering the telephone
- Basic bookkeeping (training will be provided)
- Shredding
- Entering commissions into accounting software (training will be provided)
- Writing suitability letters to clients for life insurance, health insurance and mortgages
- To assist in ensuring that all business is conducted in accordance with the rules, guidelines and expectations of the Financial Conduct Authority
- Understand and follow all relevant compliance considerations
- Keeping all relevant systems up to date
- New Business & Renewals
- Obtaining quotes from the various insurers
- Collating quotes for prospective clients
- Complete application forms
- Follow-up with insurers and lenders for any outstanding requirements on submitted applications
- Ensure that all paperwork has been issued correctly to clients
- Identifying opportunities to cross sell products to existing clients
- Ensuring that renewals are processed in a timely manner
Core Competencies, Skills &
knowledge required
Requirements:
- Good IT skills
- Microsoft Office – Good working knowledge
- High attention to detail
- Report and letter writing skills
- Strong organisational and all-round administration skills
- Ability to multi task and prioritise
- Previous administration and experience in a customer facing role advantageous
- Communication skills
- Interpersonal skills
- Time management skills
- Ability to learn quickly and pick up concepts and processes
- Knowledge of the insurance and/or financial services industry (desired, not essential)
Personal Attributes
Requirements:
- Discrete
- Enthusiastic
- Self motivated
- Committed and passionate
- Strong interpersonal and communication skills
- Flexible
Seniority level
-
Seniority level
Entry level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance
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Financial Services Administrator employer: Recruitamum Limited
Contact Detail:
Recruitamum Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in areas like mortgages and insurance. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your IT skills, particularly with Microsoft Office. Being proficient in these tools is crucial for the administrative tasks you'll be handling, and showcasing your competence can set you apart from other candidates.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since the role involves writing letters to clients and dealing with queries, being articulate and clear will be key to making a positive impression.
✨Tip Number 4
Network with professionals in the financial services sector. Attend relevant events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals that enhance your application.
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 administration, customer service, and any background in finance or insurance. Use keywords from the job description to demonstrate your fit for the role.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the Financial Services Administrator position. Mention specific skills such as your attention to detail and communication abilities, and explain how they align with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, emphasise your IT skills, particularly with Microsoft Office, and your ability to manage multiple tasks. Provide examples of how you've successfully handled similar responsibilities in previous 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 for this role.
How to prepare for a job interview at Recruitamum Limited
✨Showcase Your Administrative Skills
Since the role requires strong organisational and administration skills, be prepared to discuss your previous experience in these areas. Highlight specific examples where you successfully managed tasks or projects, demonstrating your ability to multitask and prioritise effectively.
✨Demonstrate Communication Proficiency
As you'll be dealing with client queries and writing letters, it's crucial to showcase your communication skills. Practice articulating your thoughts clearly and concisely, and consider preparing a few examples of how you've effectively communicated in past roles.
✨Familiarise Yourself with Compliance Standards
Understanding the rules and guidelines set by the Financial Conduct Authority is essential for this position. Do some research on compliance considerations in the financial services industry, and be ready to discuss how you would ensure adherence to these standards in your work.
✨Express Enthusiasm and Motivation
Employers value candidates who are self-motivated and passionate about their work. During the interview, convey your enthusiasm for the role and the company. Share what excites you about the financial services industry and how you see yourself contributing to the team's success.
