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For Companies 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.. And in a company who deliver on professional development i.e. Financial Administrator > Paraplanner > Financial Adviser.
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. All the time, 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:
- £29,000 to £30,000 per annum
Benefits:
- Hybrid working considered
- 25 days holiday, plus Bank Holidays & your birthday off!
- Professional industry exams paid for, along with study supported
- 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.
richard@recruitment22.co.uk
Contact Detail:
RECRUITMENT 22 LIMITED Recruiting Team
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 maintaining client records, make sure to mention any relevant IT skills you have. If you've worked with financial planning software before, let us know – it could give you an edge!
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 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 specific examples from your past experiences where you successfully juggled multiple responsibilities, especially in a financial context.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. This shows your interest in the company and the role. You might ask about their approach to professional development or how they support hybrid working arrangements.