At a Glance
- Tasks: Manage daily admin tasks and support clients with financial planning.
- Company: Leading Financial Planning Practice in a beautiful rural setting.
- Benefits: Competitive salary, bonus scheme, pension contributions, and 25 days holiday.
- Other info: Flexible working options after training and opportunities for professional development.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: GCSEs in Maths and English; experience in a similar role preferred.
My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich. They have a strong client following and provide informed, impartial and independent financial advice. My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team.
Working hours: Monday to Friday, initially 9am to 5pm with flexible working arrangements once initial training is completed (up to two days working from home). Total hours per week: 37.5 hours.
Main Responsibilities
- You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.
- Handle day to day post routines including:
- Scanning and filing relevant post
- Franking and preparing post out
- General Office Duties including:
- Answering calls and taking messages
- Dealing with client queries
- Updating ‘task’ management system
- Updating my clients back-office system
- Welcoming visitors, making refreshments
- Managing adviser’s appointments
- Adviser Support including:
- Requesting and collating plan information
- Assisting in client meeting preparation
- Preparing client letters and illustrations
- Liaising with clients and providers
- Ongoing Client Reporting and Review Documentation including:
- Producing and sending portfolio reports to clients
- Preparing review documents for adviser
- Preparing fund performance information
- Trading and New Business Processing including:
- On-line submission of pension and investment applications
- Buying and selling trades on Investment Platforms
- Submitting client’s income requirements
- Fund switch trading on investment platforms
- Checking completion of all trades
- Medical underwriting applications with clients for life cover
Professional Qualifications
You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies.
Qualification Requirement
- Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
- Desirable - A Levels - 2 subjects C or above or equivalent.
Minimum Experience
The ideal candidate will need a minimum of 2 years’ experience within a similar role.
Desired skills and personal qualities
- Communication skills
- Attention to detail
- Problem solving skills
- Presentation skills
- Administrative skills
- Analytical skills
- Team working
- Patience
- Professional email/letter writing
Benefits Package:
- A competitive Salary of £25,000 to £35,000 (dependent on experience and qualifications)
- Bonus scheme
- Death in Service
- Pension Contributions
- 25 days holiday
Financial Services Administrator in Aylsham employer: Service Service
Service Service is an excellent employer that values flexibility and employee growth, making it an ideal place for those looking to advance their careers in a supportive environment. With flexible hours and a structured manufacturing setting in Cambridge, employees can enjoy a healthy work-life balance while honing their skills in electro-mechanical assembly. The company fosters a collaborative culture where proactive team players can thrive and contribute to high-quality production standards.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Aylsham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Service Service. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in Aylsham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Service Service.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Service Service's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Service Service
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Service Service.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Service Service will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Service Service employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
