At a Glance
- Tasks: Assist clients with financial queries and manage office administration.
- Company: Join a friendly team at a highly regarded Financial Advisers.
- Benefits: Hybrid working, 25 days holiday, and professional exam support.
- Other info: Receive support for CV creation and get a reply from us regardless of your application status.
- Why this job: Kickstart your career in finance with opportunities for progression to Paraplanning & Advising.
- Qualifications: Strong communication skills and a positive attitude are essential.
The predicted salary is between 30000 - 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. 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
- 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
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 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 Stokenchurch employer: RECRUITMENT 22 LIMITED
Join a highly regarded Financial Advisers team in Stokenchurch, where you will benefit from a supportive work culture that prioritises employee growth and development. With opportunities for progression to Paraplanning and Advising, alongside a comprehensive benefits package including hybrid working, professional exam support, and an annual salary review, this role offers a rewarding career path in a friendly environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Stokenchurch
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt 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, so being articulate and confident is key. Try mock interviews with friends or family to get comfortable discussing your experience and answering common questions.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. 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 Stokenchurch
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 contribute to our friendly team!
Show Off Your Communication Skills:Since you'll be the point of contact for client queries, it's essential to demonstrate your excellent communication abilities in your written application. Use clear and concise language to showcase your knack for effective correspondence.
Highlight Relevant Experience:If you've got previous experience in a Financial Planning firm or knowledge of Model Portfolios, make sure to mention it! We love seeing candidates who understand the industry and can 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 don’t miss out on any important updates from us!
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. Being able to discuss these topics confidently will show that you're not just a candidate, but someone who understands the industry.
✨Show Off Your Communication Skills
Since you'll be the point of contact for client queries, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family to refine your verbal communication.
✨Demonstrate Organisational Skills
Prepare examples of how you've managed workloads or prioritised tasks in previous roles. This will help you illustrate your planning and organisational skills during the interview.
✨Be Ready to Discuss Teamwork
As a strong team player is essential for this role, think of instances where you've collaborated effectively with others. Highlighting your positive attitude and adaptability will resonate well with the interviewers.
