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- Tasks: Support financial advisers with admin tasks and client interactions.
- Company: Join a respected financial services firm known for quality advice.
- Benefits: Enjoy a competitive salary, generous leave, and city centre parking.
- Why this job: Perfect for detail-oriented individuals seeking a professional growth environment.
- Qualifications: One year of experience in financial services administration required.
- Other info: Opportunities for long-term career development in a supportive team.
The predicted salary is between 25000 - 28000 £ per year.
Job Title: Financial Services Administrator
Location: Leicester
Salary: £25,000 to £30,000
Hours of Work: Full-time, Monday to Friday
We are currently recruiting for an experienced Financial Services Administrator to join a respected independent financial advisory (IFA) practice based in Leicester. This is a fantastic opportunity for someone with a background in financial services administration who thrives in a professional, client-focused environment. You will play a key role in ensuring the smooth running of day-to-day operations while providing valuable support to advisers and clients.
Duties of a Financial Services Administrator
Reporting to the management team, you will be responsible for:
- Providing comprehensive administrative support across protection, pensions and investment cases.
- Progressing cases by liaising with advisers, providers, and third parties.
- Preparing client documentation and suitability reports.
- Delivering excellent client service, dealing with queries and resolving issues promptly.
- Producing documents and spreadsheets using Microsoft Word, Excel, and Outlook.
- Assisting colleagues with process improvements to enhance efficiency.
- Ensuring all work complies with financial services regulations and company standards.
Skills and Experience of a Financial Services Administrator
As a Financial Services Administrator, you will need to demonstrate:
- Previous recent experience in financial services administration (minimum 2 years).
- Solid understanding of processes within pensions, investments, and/or protection.
- Competency with Microsoft Office (Word, Excel, Outlook) and CRM systems.
- Strong organisational skills with the ability to manage multiple priorities effectively.
- Excellent communication and interpersonal skills for working with clients and providers.
- A high level of attention to detail and the ability to meet deadlines in a busy environment.
What the client offers a Financial Services Administrator
This client offers:
- Competitive salary starting from £25,000 per year
- A supportive and collaborative working environment
About the Client
Our client is a well-established IFA firm, providing independent advice and long-term planning solutions to individuals and businesses across Leicester and the surrounding area. They are known for their approachable service and commitment to delivering trusted financial advice.
Next Steps
Apply to this Financial Services Administrator role through this advert. If you would like more information, please contact Chloe in our Commercial team on (phone number removed).
If successful, you will need to complete a digital registration with our agency (if not already registered). If you have not been contacted within 7 days of your application, please assume you have not been shortlisted at this stage. However, we may retain your details for other suitable opportunities.
About Regional Recruitment Services A Recruitment Agency in Leicester
This role is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We provide permanent, temporary and contract solutions across the Commercial, Construction, Industrial and Engineering sectors. To view more vacancies nationwide, please visit our website url removed .
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Financial Services Administrator employer: Regional Recruitment Services
Contact Detail:
Regional Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, services, and client base. This will help you tailor your responses and demonstrate your genuine interest in the role.
✨Tip Number 2
Prepare specific examples from your past experience that showcase your organisational skills and attention to detail. Be ready to discuss how you've successfully managed client queries or maintained accurate records in previous roles.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since this role involves liaising with clients and advisers, being able to convey information clearly and professionally is crucial.
✨Tip Number 4
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even referrals for the position.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. Emphasise your organisational skills and attention to detail, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the position. Mention specific experiences that relate to the key responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, clearly outline your previous roles in financial services administration. Include any experience with client liaison and handling confidential information, as this will demonstrate your suitability for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this position.
How to prepare for a job interview at Regional Recruitment Services
✨Showcase Your Experience
Make sure to highlight your previous experience in financial services administration. Be prepared to discuss specific tasks you've handled, such as maintaining client records or liaising with providers, as this will demonstrate your suitability for the role.
✨Emphasise Attention to Detail
Since this role values precision, be ready to provide examples of how you've ensured accuracy in your work. Discuss any systems or processes you’ve implemented to maintain high standards in documentation and client interactions.
✨Prepare for Client Scenarios
Think about potential client queries you might encounter in this role and how you would respond. Practising these scenarios can help you convey your strong communication skills and client service orientation during the interview.
✨Research the Company
Familiarise yourself with the financial services practice and its reputation. Understanding their values and client base will allow you to tailor your responses and show genuine interest in becoming part of their team.