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For Companies At a Glance
- Tasks: Manage financial documentation and support the advisory team with client service tasks.
- Company: Join a dynamic team focused on delivering top-notch financial services.
- Benefits: Enjoy a supportive work environment with opportunities for growth and development.
- Why this job: Be part of a crucial role that impacts clients' financial journeys and enhances your skills.
- Qualifications: Experience in financial administration, excellent communication, and strong organisational skills required.
- Other info: Ideal for detail-oriented individuals looking to make a difference in wealth management.
The predicted salary is between 30000 - 42000 £ per year.
Job Description
We are seeking a detail-oriented Financial Administrator to join our clients team. This role is crucial in supporting the smooth operation of our clients financial services, handling administrative tasks efficiently, and ensuring our clients receive the highest level of service.
Role Overview:
As a Financial Administrator, you will play a key role in ensuring the accurate and efficient processing of financial documentation, liaising with providers, and supporting the advisory team with essential administrative functions. You will assist with client service tasks, manage financial paperwork, and ensure compliance with industry regulations. This role is ideal for a highly organised individual with financial administration experience, preferably within wealth management, pensions, or investment services.
Key Responsibilities:
- Process and manage financial documentation, including investment applications, pension transfers, withdrawals, fund switches and death benefit paperwork.
- Liaise with financial providers and investment platforms to track client applications and transactions.
- Monitor and follow up on pending applications, fund transfers, and outstanding client actions.
- Assist financial advisors with preparing client files, ensuring all required documents are complete and up to date.
- Respond to client queries efficiently, ensuring they receive accurate and timely information regarding their investments. Answering any additional questions clients may have.
- Office Administration & Compliance:
What We are Looking For:
- Preferably within wealth management, pensions, or investment service (desirable)
- Excellent Communication – Professional and confident in dealing with both clients and financial providers.
- A pleasant telephone manner and to hold conversations whilst taking ownership to help and resolve any queries.
- Attention to Detail – Strong accuracy in handling financial data and documentation.
- Organisational Skills – Ability to manage multiple tasks and prioritise workload effectively. Excellent time management skills.
- IT Proficiency – Comfortable using financial systems, CRM platforms, and Microsoft Office (Excel, Word, Outlook). Previous work with Apps and features is desired but not essential.
Financial Administrator employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in wealth management, pensions, and investment services. Understanding the terminology and processes will help you communicate effectively with clients and providers during interviews.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. Be ready to discuss specific situations where your attention to detail made a significant impact on your team's success.
✨Tip Number 3
Practice your communication skills, especially your telephone manner. Consider role-playing common client scenarios with a friend to build confidence in handling queries and providing accurate information.
✨Tip Number 4
Research the financial systems and CRM platforms commonly used in the industry. If possible, take online courses or tutorials to enhance your IT proficiency, as this will demonstrate your commitment to the role and make you a more attractive candidate.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration, particularly within wealth management, pensions, or investment services. Use specific examples to demonstrate your skills in managing financial documentation and client interactions.
Craft a Strong Cover Letter: Write a cover letter that showcases your attention to detail and organisational skills. Mention how your previous roles have prepared you for the responsibilities outlined in the job description, such as liaising with financial providers and managing client queries.
Highlight IT Proficiency: Since the role requires comfort with financial systems and Microsoft Office, be sure to mention any relevant software experience in your application. If you've worked with CRM platforms or financial applications, include those details to strengthen your candidacy.
Showcase Communication Skills: In your application, emphasise your excellent communication skills. Provide examples of how you've effectively dealt with clients and financial providers in the past, showcasing your ability to resolve queries and provide accurate information.
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Attention to Detail
As a Financial Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Communication Skills
Since the role involves liaising with clients and financial providers, practice articulating your thoughts clearly. You might be asked to role-play a client interaction, so be ready to showcase your professional telephone manner.
✨Highlight Your Organisational Skills
The ability to manage multiple tasks is key in this role. Prepare to explain how you prioritise your workload and manage deadlines, perhaps by sharing a time when you successfully juggled several responsibilities.
✨Familiarise Yourself with Financial Systems
While previous experience with specific financial systems isn't mandatory, showing that you're comfortable with technology can set you apart. Brush up on common CRM platforms and Microsoft Office tools, especially Excel, as they are likely to come up in conversation.
