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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 Huddersfield 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 working in a supportive environment.
- Qualifications: Experience supporting Financial Advisers is essential; enthusiasm for learning is a plus.
- Other info: Hybrid working model available; apply now for a rewarding career path!
The predicted salary is between 24000 - 42000 £ 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 interviews.
✨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 to discuss how you've supported Financial Advisers in previous roles. Be ready to share specific examples of how you've handled client queries or processed new business, as this will demonstrate your suitability for the position.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and any recent news. This knowledge will not only help you tailor your responses but also show your genuine interest in joining their 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 specific examples of tasks you've completed that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in the Financial Administrator role and how your skills and experiences make you a great fit. Mention your desire for career progression and any relevant qualifications.
Highlight Relevant Skills: In your application, emphasise skills such as organisation, communication, and attention to detail. These are crucial for liaising with clients and handling queries effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
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 passion for the industry.
✨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 Questions for the Interviewer
Think of insightful questions to ask about the company culture, team dynamics, and opportunities for progression. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Highlight Your Communication Skills
Since the role involves liaising with clients and advisers, be ready to discuss your communication style. Share examples of how you've effectively handled client queries or collaborated with team members in the past.
