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- Tasks: Support Financial Advisers by processing new business and preparing client review packs.
- Company: Join a growing Financial Advice business in Grimsby with a focus on career progression.
- Benefits: Enjoy 25 days holiday, professional exam support, and a day off for your birthday.
- Why this job: This role offers a chance to grow into a Paraplanner or Adviser while gaining valuable experience.
- Qualifications: Experience supporting Financial Advisers is essential; enthusiasm for learning is a plus.
- Other info: In-house training academy and annual salary reviews ensure your growth and development.
The predicted salary is between 24000 - 32000 £ per year.
We are working with a growing Financial Advice business who are in need of a Financial Administrator. A Financial Administrator who has experience supporting Financial Advisers, who wants to join a business where they can further their career.
You will:
- Process new business
- Process fund switches and transfers
- Prepare client review packs
- Complete portfolio illustration requests
- Arrange client meetings for Financial Advisers
- Liaise with clients, advisers and 3rd parties and handle queries and requests
If you have this experience and are keen to apply, your benefits will include:
- Professional industry exams paid for and study supported.
- 25 days holiday (exc. Bank holidays)
- Holiday Purchase scheme
- In-House Training Academy
- Annual Salary Review
- Day-off on Birthday
- Life Assurance & Pension
- Progression through to Paraplanner & Adviser if desired
Apply now or contact Richard at Recruitment22 for more information.
Financial Administrator employer: recruitment22
Contact Detail:
recruitment22 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Administrator. Understanding the key responsibilities and processes, such as fund switches and client meetings, will help you speak confidently about your experience during the interview.
✨Tip Number 2
Network with professionals in the financial sector, particularly those who work as Financial Administrators or Advisers. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare specific examples from your past experiences where you've successfully supported Financial Advisers or handled client queries. Being able to demonstrate your skills in real scenarios will make you stand out during the interview process.
✨Tip Number 4
Research the company culture and values of the financial advice business you're applying to. Tailoring your conversation to align with their ethos can show that you're not just a fit for the role, but also for the team.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and supporting financial advisers. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in the Financial Administrator position. Mention specific skills and experiences that align with the responsibilities listed in the job description.
Showcase Your Communication Skills: Since the role involves liaising with clients and advisers, emphasise your communication skills in your application. Provide examples of how you've effectively handled queries and requests in previous roles.
Highlight Career Progression Goals: If you're interested in progressing to a Paraplanner or Adviser role, mention this in your application. It shows ambition and aligns with the company's offer of career development opportunities.
How to prepare for a job interview at recruitment22
✨Know Your Financial Terminology
Make sure you're familiar with key financial terms and concepts relevant to the role. This will not only help you answer questions confidently but also demonstrate your knowledge and commitment to the field.
✨Showcase Your Organisational Skills
As a Financial Administrator, you'll need to manage multiple tasks efficiently. Be prepared to discuss how you've successfully organised your workload in previous roles, perhaps by using specific examples of tools or methods you've employed.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as client queries or processing new business. Think through potential scenarios and how you would approach them, highlighting your problem-solving skills.
✨Express Your Career Aspirations
Since the role offers progression opportunities, be ready to discuss your career goals. Share your interest in advancing to a Paraplanner or Adviser position, and how this aligns with your long-term professional development.
