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- Tasks: Assist clients with financial queries and support advisers in a dynamic office environment.
- Company: Join a friendly team at a highly regarded financial advisory firm.
- Benefits: Enjoy hybrid working, 25 days holiday, and professional development support.
- Other info: Flexible hours and in-house training to help you succeed.
- Why this job: Kickstart your career with clear progression to Paraplanner and Adviser roles.
- Qualifications: Strong communication skills and a positive attitude are essential.
The predicted salary is between 30000 - 32000 £ 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 £32,000 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 us a way of contacting you and we'll 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 in Halesowen 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 Halesowen
✨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 Halesowen
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 fit into our friendly 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. Don’t forget to mention your enthusiasm for professional development – we love that!
Showcase Your IT Skills: Since the role involves managing client records and correspondence, be sure to highlight your IT proficiency. Mention any specific software you’ve used, especially if you have experience with financial planning tools. We’re keen on tech-savvy candidates!
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 details and get back to you quickly. Plus, we’re here to help if you need assistance with your application!
How to prepare for a job interview at RECRUITMENT 22 LIMITED
✨Know Your Stuff
Make sure you brush up on financial terminology and concepts relevant to the role. Understand pensions, investments, and protection inside out, as you'll likely be asked about these during the interview.
✨Showcase Your Communication Skills
As a Financial Administrator, you'll be the point of contact for clients. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your verbal communication.
✨Demonstrate Organisational Skills
Be prepared to discuss how you manage your workload and prioritise tasks. Think of examples from your past experience where you successfully juggled multiple responsibilities, especially in a financial setting.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This shows your interest in the role and the company. You might ask about their approach to professional development or how they support hybrid working.