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- Tasks: Join our team to manage financial documents and support client needs.
- Company: We're a leading financial advisory firm in Manchester, dedicated to client success.
- Benefits: Enjoy career development, a supportive team, and a competitive salary of £27,000.
- Why this job: This role offers hands-on experience in finance and a chance to grow your career.
- Qualifications: Experience with financial products like ISA, Bond, and Trust is essential.
- Other info: You'll work in a collaborative environment focused on professional growth.
The predicted salary is between 16200 - 19800 £ per year.
Financial Services Administrator Vacancy – £27,000 – Manchester A leading financial advisers in Manchester are seeking a seeking a detail-oriented and proactive Financial Services Administrator who has working experience with financial products including ISA, Bond, Trust, SIPP, GIA etc. You’ll join an experienced team, and it’s a fantastic opportunity to get the support and development you’ll need to further your career in this industry. Key Responsibilities: Issue and chase letters of authority in a timely manner Collate information from product providers regarding clients’ existing arrangements Obtain pre-sale documentation, including quotations, for clients Prepare and manage execution-only letters Create and prepare comprehensive valuation reports Conduct adviser fee and cash balance checks Support quarterly managed portfolio rebalances and perform follow-up checks Verify fund switches and ensure accuracy Handle death claims and surrenders with sensitivity and efficiency Provide general administration support and assist with office duties Maintain and update the client database regularly to ensure accuracy Ensure all activities adhere to the FCA’s Conduct Rules and regulatory requirements Benefits & Additional Info Great opportunity to build a career within the Financ…
Financial Services Administrator employer: recruitment22
Contact Detail:
recruitment22 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with the financial products mentioned in the job description, such as ISAs, Bonds, and SIPPs. Having a solid understanding of these products will not only boost your confidence but also demonstrate your proactive approach to potential employers.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in administration roles. Attend local finance-related events or join online forums to connect with others and gain insights into the role and company culture.
✨Tip Number 3
Prepare to discuss your experience with client databases and administrative tasks during the interview. Highlight any specific software you’ve used and how you ensured accuracy and compliance with regulatory requirements in your previous roles.
✨Tip Number 4
Show your enthusiasm for career development in the financial sector. Research the company’s values and training opportunities, and be ready to express how you plan to grow within the organization during your conversation with them.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Financial Services Administrator. Highlight your experience with financial products like ISA, Bond, Trust, SIPP, and GIA in your application.
Tailor Your CV: Customize your CV to reflect relevant skills and experiences that align with the job description. Emphasize your detail-oriented nature and proactive approach, as these are key traits for this role.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the financial services industry. Mention specific examples of how you've handled similar tasks or challenges in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this field.
How to prepare for a job interview at recruitment22
✨Know Your Financial Products
Make sure you have a solid understanding of financial products like ISA, Bond, Trust, SIPP, and GIA. Be prepared to discuss your experience with these products and how you've used them in previous roles.
✨Demonstrate Attention to Detail
As a Financial Services Administrator, attention to detail is crucial. Prepare examples from your past work where your attention to detail made a significant impact, especially in tasks like preparing valuation reports or managing execution-only letters.
✨Show Your Proactivity
Highlight instances where you took the initiative in your previous roles. Whether it was chasing letters of authority or supporting portfolio rebalances, showing that you can take charge will impress your interviewers.
✨Understand Regulatory Requirements
Familiarize yourself with the FCA’s Conduct Rules and other regulatory requirements relevant to the role. Being able to discuss how you ensure compliance in your work will demonstrate your professionalism and readiness for the position.
