Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist clients with financial queries and support advisers in a dynamic office environment.
- Company: Join a friendly team at a respected financial advisory firm with flexible working options.
- Benefits: Enjoy 25 days holiday, professional development support, and a competitive salary.
- Other info: Hybrid working available and in-house training provided for your growth.
- Why this job: Kickstart your career in finance with clear progression to Paraplanner and Adviser roles.
- Qualifications: Strong communication skills and a positive attitude; previous finance experience is a plus.
The predicted salary is between 30000 - 33000 £ per year.
An excellent opportunity has arisen for a Financial Administrator to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work. In this role, you will act as a point of contact for client queries regarding pensions, investments and protection, as well as liaising with product providers and covering all aspects of general office administration, ensuring a first-class service is provided throughout.
Responsibilities:
- Point of contact for assisting with enquiries and information requests
- Manage correspondence with clients, both in a written and verbal capacity
- Process New Business
- Assist Paraplanners and Advisers with preparing client review packs
- Arrange client meetings and diary management for Advisers
- Complete Portfolio Illustration requests
- Back-office administration and customer service support
- Ensure all financial planning administration is carried out in accordance with procedures
- Maintain client records on company software to ensure that all files are well presented, accurate and compliant
Requirements:
- Excellent communication, planning and organisational skills
- Ability to manage and prioritise workloads
- Analytical and problem-solving skills
- Flexibility and adaptability
- Confident in IT and office software packages
- Working knowledge of IO and platform experience (Advantageous)
- Previous experience working in a Financial Planning firm (Advantageous)
- Understanding of Model Portfolios (DFMs is preferred)
- Strong team player with a positive attitude
Starting Salary: £30,000 to £33,000 per annum
Benefits:
- Hybrid working considered
- 25 days holiday, plus Bank Holidays & your birthday off!
- Professional industry exams paid for, along with study support
- In-House Training Academy
- Annual Salary Review
- Life Assurance & Pension
- Progression through to Paraplanner & Adviser if desired
Unsure if you should apply? Or you don't have a CV? No problem! Send Recruitment 22 Limited a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Everyone will receive a reply.
Financial Administrator in East Molesey employer: RECRUITMENT 22 LIMITED
Contact Detail:
RECRUITMENT 22 LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator in East Molesey
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Financial Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. When you apply through our website, make sure to highlight how your skills align with their mission. This shows you're genuinely interested and ready to contribute to their team.
✨Tip Number 3
Practice your communication skills! As a Financial Administrator, you'll be the point of contact for clients. Role-play common scenarios with a friend to boost your confidence and ensure you can handle client queries smoothly.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Financial Administrator in East Molesey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight relevant experience and skills that match the job description, like your communication and organisational skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Keep it friendly and professional, just like us at StudySmarter.
Showcase Your IT Skills: Since the role involves using office software and possibly financial planning tools, make sure to mention any relevant IT skills you have. We love tech-savvy candidates who can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t hesitate – we’re excited to hear from you!
How to prepare for a job interview at RECRUITMENT 22 LIMITED
✨Know Your Financial Stuff
Brush up on your knowledge of pensions, investments, and protection. Be ready to discuss how these elements play a role in financial administration. This shows you’re not just familiar with the terms but can also apply them in real scenarios.
✨Show Off Your Communication Skills
As a Financial Administrator, you'll be the point of contact for client queries. Practice articulating your thoughts clearly and confidently. Consider role-playing common client interactions to demonstrate your ability to handle enquiries effectively.
✨Demonstrate Organisational Prowess
Prepare examples of how you've managed workloads and prioritised tasks in previous roles. Use specific instances where your planning skills led to successful outcomes, especially in a fast-paced environment like financial services.
✨Be Ready to Discuss Tech Savviness
Familiarise yourself with the software and tools commonly used in financial planning. If you have experience with IO or platform systems, be prepared to talk about it. Showing that you’re confident in IT will give you an edge in the interview.