At a Glance
- Tasks: Support advisers by processing new business applications and managing client records.
- Company: Established financial advisory firm in the heart of London.
- Benefits: Competitive salary, company bonus, and exposure to investment products.
- Other info: Fast-paced environment with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Experience in financial services administration and strong Microsoft Office skills.
A well-established independent financial advisory and investment management firm is seeking a New Business Administrator to join its city-based team. This is an excellent opportunity for a detail-oriented and motivated individual to support advisers in delivering a high-quality, bespoke service to private and corporate clients. You will play a key role in processing and managing new business, ensuring accuracy, compliance and efficiency across all client activities, while gaining exposure to investment products and portfolio management.
Key Responsibilities
- Process and prepare new business applications
- Obtain quotations and manage workflows (XPlan)
- Prepare KYC and fee disclosure documentation
- Check and issue contract notes
- Maintain accurate client records and ensure compliance
- Liaise with advisers, clients and providers to resolve queries
- Prepare client meeting packs
- Assist with investment and product analysis
- Support advisers with research and reporting
- Set up and manage workflows for new business
Requirements
- Experience in financial services administration is essential
- Strong Microsoft Office skills
- Excellent attention to detail and organisation
- Confident communication and professional manner
- Ability to manage workload in a fast-paced environment
- Good numerical skills and a proactive approach
If you would like to apply please send your CV via the link and we will be in touch if you have been successfully shortlisted.
Financial Services Administrator employer: recruitment22
Join a well-established independent financial advisory and investment management firm in the heart of the City of London, where you will thrive in a dynamic work culture that values detail-oriented professionals. With competitive salaries, company bonuses, and opportunities for personal and professional growth, this role offers a unique chance to engage with high-profile clients while developing your skills in financial services administration. Experience a supportive environment that encourages collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show genuine interest in their work and values. Tailor your answers to reflect how your skills align with their needs, especially in areas like compliance and client management.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable talking about your experience in financial services administration. Focus on your attention to detail and how you've managed workflows in past roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience and skills, especially in financial services administration, to show us you’re the perfect fit for the job.
Showcase Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We want to see that you can maintain accuracy and compliance right from the start!
Be Professional Yet Approachable:When writing your cover letter, strike a balance between professionalism and approachability. We’re looking for someone who can communicate confidently and effectively, so let your personality shine through!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at recruitment22
✨Know Your Financial Services Basics
Make sure you brush up on your financial services knowledge before the interview. Understand key concepts related to new business applications, KYC processes, and compliance. This will show that you're not just interested in the role but also have a solid grasp of what it entails.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past experiences where your attention to detail made a difference. Whether it was ensuring accuracy in client records or managing workflows, be ready to discuss how you’ve excelled in these areas.
✨Demonstrate Your Organisational Skills
The ability to manage workloads in a fast-paced environment is crucial. Think of specific instances where you successfully juggled multiple tasks or projects. Share how you prioritised your work and maintained efficiency, as this will resonate well with the interviewers.
✨Prepare Questions for the Interviewers
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and the specific challenges faced by the New Business Administrator role. This shows your genuine interest and helps you assess if the company is the right fit for you.
