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- Tasks: Support a professional financial services team with various administrative and client service tasks.
- Company: Award-winning firm of Independent Financial Advisers and Wealth Managers in Worcester.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Join a friendly team and make a meaningful contribution in the financial sector.
- Qualifications: Proficiency in Microsoft Office and strong communication skills; experience in an office is a plus.
- Other info: Dynamic work environment with potential for career advancement.
The predicted salary is between 28500 - 30000 £ per year.
Redwood Search are recruiting on behalf of a respected and award-winning firm of Independent Financial Advisers and Wealth Managers based in Worcester. Due to continued growth, they are looking for a Financial Services Administrator to join their friendly, professional team.
Location: Worcester City Centre
Salary & Benefits: £28,500 per year pro rata (negotiable based on experience)
Working Hours: Four days per week specific days and times to be agreed with the successful candidate. Five days could be considered.
Role Overview: This is a varied and rewarding role supporting a professional financial services team. You will be involved in a wide range of administrative and client service tasks.
Key Responsibilities:
- Handling incoming calls, taking messages, and responding to routine enquiries
- Welcoming and assisting visitors in a professional manner
- Preparing client reports and valuations (e.g., Statement of Worths)
- Maintaining and updating client records using Intelligent Office (IO)
- Drafting client correspondence including letters and emails
- Managing Letters of Authority and service transfers
- Preparing illustrations and new business documentation
- Creating Replacement Policy Checklists (RPCs)
- Conducting product research (protection and annuities)
- Compiling financial planning and annual review reports
- Processing fund switch and withdrawal requests
- Handling top-ups and suitability reports for existing plans
- Processing OEIC to ISA transfers
- Liaising with providers for updates and progress tracking
- Preparing Pension Crystallisation Reports (PCRs)
- Supporting other tasks as requested by management
Skills & Experience Required:
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Strong IT skills and a willingness to learn new systems
- Excellent written and verbal communication skills
- Previous experience in an office environment, ideally within financial services
- High level of professionalism, organisation, and attention to detail
- Familiarity with Intelligent Office and provider platforms is desirable but not essential
If you're looking for a role where you can make a meaningful contribution and grow professionally, we would love to hear from you.
Financial Service Administrator employer: Redwood Search
Contact Detail:
Redwood Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Service Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role is all about supporting a professional team, show them you understand their mission and how you can contribute. Tailor your answers to highlight your organisational skills and attention to detail.
✨Tip Number 3
Practice your communication skills! As a Financial Services Administrator, you'll be handling client correspondence and calls. Role-play with a friend or family member to get comfortable with common scenarios you might face during the job.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and showcase your skills. Plus, it shows you're serious about joining our friendly team in Worcester!
We think you need these skills to ace Financial Service Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight relevant experience and skills that match the job description, like your proficiency in Microsoft Office and any previous financial services experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the team. Mention your attention to detail and organisational skills, and don’t forget to express your enthusiasm for the role.
Showcase Your Communication Skills: Since excellent written and verbal communication is key for this role, make sure your application reflects this. Keep your language clear and professional, and double-check for any typos or errors before hitting send.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Redwood Search
✨Know Your Financial Stuff
Brush up on your financial services knowledge before the interview. Familiarise yourself with common terms and processes, especially those mentioned in the job description like 'Pension Crystallisation Reports' and 'Letters of Authority'. This will show that you're not just a candidate but someone who understands the industry.
✨Showcase Your Admin Skills
Since this role involves a lot of administrative tasks, be ready to discuss your previous experience in similar roles. Prepare examples of how you've handled client correspondence or managed records efficiently. Highlight your proficiency in Microsoft Office and any experience with systems like Intelligent Office.
✨Practice Your Communication
Excellent communication is key in this role. Practice articulating your thoughts clearly and professionally. You might even want to rehearse answering common interview questions with a friend or in front of a mirror to boost your confidence.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company culture, or specific challenges the firm is currently facing. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
