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- Tasks: Manage client interactions and keep financial documents organised.
- Company: Reputable Wealth Management Services firm in Leicester.
- Benefits: Full-time role with opportunities for career progression.
- Why this job: Step up your career in a dynamic financial services environment.
- Qualifications: Experience in financial services and strong organisational skills required.
- Other info: Join a supportive team and enhance your professional skills.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a Senior Administrator for this Financial Services client based in Leicester.
It is essential that you have previous experience as an Financial Services Administrator for a Wealth Management Services company. You could be looking to progress to the next level in your career.
Your day to day tasks will be typical of an administrative position in a similar company; to include greeting clients, maintain the FCA day book, document management and organisation, keeping the CRM systems up to date, portfolio overviews, sending letters of authority.
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Financial Services Senior Administrator employer: Required IT
Contact Detail:
Required IT Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Senior 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 lookout for opportunities. A friendly chat can lead to referrals that double your chances of landing an interview.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and be ready to discuss how your previous experience as a Financial Services Administrator makes you the perfect fit. We want you to shine!
✨Tip Number 3
Show off your skills! Bring examples of how you've kept CRM systems up to date or managed documents efficiently. Real-life stories can make you stand out from the crowd and show that you mean business.
✨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 familiar faces from our community making strides in their careers.
We think you need these skills to ace Financial Services Senior Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience as a Financial Services Administrator. We want to see how your skills align with the responsibilities listed in the job description, so don’t hold back on showcasing your relevant achievements!
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 background in Wealth Management Services makes you stand out. We love a personal touch, so feel free to share your career aspirations too.
Show Off Your Organisational Skills: Since the role involves document management and keeping CRM systems up to date, make sure to mention any tools or methods you use to stay organised. We appreciate candidates who can demonstrate their ability to manage multiple tasks efficiently!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Required IT
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of financial services, especially in wealth management. Be prepared to discuss your previous experience and how it relates to the role. This will show that you’re not just familiar with the basics but can also bring valuable insights to the table.
✨Showcase Your Organisational Skills
Since the role involves document management and keeping CRM systems updated, be ready to share specific examples of how you've successfully managed these tasks in the past. Highlight any tools or methods you used to stay organised and efficient.
✨Communicate Clearly and Confidently
Strong communication skills are a must for this position. Practice articulating your thoughts clearly and confidently. You might even want to prepare answers to common interview questions related to client interactions and team collaboration.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you determine if the company is the right fit for you.
