At a Glance
- Tasks: Support clients with financial queries and manage office administration tasks.
- Company: Join a friendly team at a respected Financial Advisers firm.
- Benefits: Enjoy hybrid working, 25 days holiday, and professional development support.
- Other info: Progression to Paraplanning & Advising roles available.
- Why this job: Kickstart your career in finance with opportunities for growth and learning.
- Qualifications: Strong communication skills and a positive attitude are essential.
The predicted salary is between 25000 - 35000 £ per year.
An excellent opportunity has arisen for a Financial Administrator to join a friendly and supportive team within a highly regarded Financial Advisers. It's a full-time position based in their Stokenchurch office. Here you will act as a point of contact for client queries with regards to pensions, investments and protection, as well as liaising with product providers and covering all aspects within the 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
Salary: £30,000 to £35,000 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
Application: Unsure if you should apply or you don't have a CV? No problem! Send us a way of contacting you and we will provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.
Financial Administrator employer: RECRUITMENT 22 LIMITED
Join a highly regarded Financial Advisers team in Stokenchurch, where you will thrive in a friendly and supportive work environment. With excellent benefits including hybrid working, generous holiday allowance, and opportunities for professional development, this role as a Financial Administrator not only offers a competitive salary but also a clear pathway to progression into Paraplanning and Advising. Experience a culture that values teamwork, communication, and personal growth, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Get to know the company! Research their values, culture, 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 communication skills. As a Financial Administrator, you'll be the go-to person for client queries. Role-play common scenarios with a friend to boost your confidence and ensure you can handle any questions thrown your way.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and even a foot in the door when it comes to landing that job.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so reach out if you need help!
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight how your skills and experiences align with the Financial Administrator role. We want to see how you can bring value to our team, so don’t hold back on showcasing your relevant experience!
Show Off Your Communication Skills:Since you'll be the point of contact for client queries, it's crucial to demonstrate your excellent communication skills in your written application. Use clear and concise language, and make sure to proofread for any typos or errors – we love attention to detail!
Highlight Your Organisational Skills:As a Financial Administrator, you'll need to juggle various tasks. In your application, give us examples of how you've successfully managed workloads and prioritised tasks in the past. This will show us that you're ready to hit the ground running!
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 get all the latest updates. Plus, if you have any questions, we’re just a click away!
How to prepare for a job interview at RECRUITMENT 22 LIMITED
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Familiarise yourself with common queries clients might have, as well as the basics of model portfolios. This will show that you're not just a great communicator but also someone who understands the industry.
✨Show Off Your Organisational Skills
Since the role involves managing client meetings and correspondence, be ready to discuss how you prioritise tasks and manage your time. Have examples from your past experiences where you successfully juggled multiple responsibilities. This will demonstrate your ability to thrive in a busy environment.
✨Be a Team Player
The job requires working closely with paraplanners and advisers, so highlight your teamwork skills. Share instances where you've collaborated effectively with others to achieve a common goal. A positive attitude and willingness to support your colleagues can set you apart.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and opportunities for progression. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
