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- Tasks: Set up clients, process documents, and liaise with clients and advisers.
- Company: Leading financial recruitment agency with a focus on client services.
- Benefits: Competitive salary, flexible hours, and opportunities for training and development.
- Why this job: Join a dynamic team and grow your career in finance.
- Qualifications: Previous finance experience and strong communication skills.
- Other info: Perfect for those seeking flexibility and career advancement.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial recruitment agency is seeking an experienced Finance Administrator in Taunton to join a Financial Planning practice.
Responsibilities include:
- Setting up clients
- Processing documents
- Liaison with clients and advisers
The ideal candidate will have previous experience, excellent communication, and organisational skills.
This position offers a competitive salary and great opportunities for training and development, making it a perfect chance for those looking to grow in their career.
Financial Administrator: IO & Client Services, Flexible Hours in Taunton employer: RecruitUK
Contact Detail:
RecruitUK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator: IO & Client Services, Flexible Hours in Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your experience aligns with their needs, especially in client services and document processing.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and advisers, being able to articulate your thoughts clearly will set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills and aspirations. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Financial Administrator: IO & Client Services, Flexible Hours in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in finance administration. We want to see how your skills match the responsibilities listed in the job description, so don’t be shy about showcasing your previous roles!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how your communication and organisational skills will benefit our team. Keep it concise but impactful!
Showcase Your Experience: When detailing your past roles, focus on specific achievements that demonstrate your ability to set up clients and process documents efficiently. We love numbers, so if you can quantify your successes, even better!
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’re considered for this exciting opportunity. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at RecruitUK
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key concepts relevant to the role. Familiarise yourself with common financial terms and processes, as this will show your expertise and confidence during the interview.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and advisers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially in challenging situations, to demonstrate your interpersonal skills.
✨Organisational Skills Matter
Be ready to discuss how you manage your workload and prioritise tasks. Consider sharing specific tools or methods you use to stay organised, as this will highlight your ability to handle the responsibilities of a Financial Administrator.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s financial planning practices and opportunities for training and development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.