Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client interactions, maintain records, and keep systems updated in a dynamic financial environment.
- Company: Reputable Wealth Management Services firm based in Leicester.
- Benefits: Opportunity for career progression and professional development in finance.
- Other info: Fast-paced environment with opportunities to grow and learn.
- Why this job: Join a thriving team and elevate your career in the financial services sector.
- Qualifications: Previous experience as a Financial Services Administrator is essential.
The predicted salary is between 25000 - 35000 £ per year.
We are looking for an Administrator for this Financial Services client based in Leicester. It is essential that you have previous experience as a 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
Financial Services Administrator in Leicester employer: Required IT
Contact Detail:
Required IT Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially if it’s in wealth management. Be ready to discuss how your previous experience as a Financial Services Administrator can add value to their team.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like how you’ve managed client portfolios or kept CRM systems organised. This will help you stand out and show you’re the right fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we love seeing familiar faces!
We think you need these skills to ace Financial Services Administrator in Leicester
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 role, so don’t be shy about 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!
Showcase 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 keep things running smoothly!
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 from us!
How to prepare for a job interview at Required IT
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services, especially in wealth management. Be ready to discuss your previous experience and how it relates to the tasks mentioned in the job description, like maintaining the FCA day book and managing documents.
✨Show Off Your Organisational Skills
Since the role involves a lot of document management and keeping CRM systems updated, prepare examples that showcase your organisational skills. Think about times when you successfully managed multiple tasks or improved a process in your previous roles.
✨Client Interaction is Key
As you'll be greeting clients, practice your communication skills. Be friendly and professional, and think about how you can make a great first impression. Maybe even role-play with a friend to get comfortable with client interactions.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within the financial services sector. This shows you're genuinely interested and helps you assess if it's the right fit for you.