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- Tasks: Support financial planning by managing client files and assisting senior management.
- Company: Reputable family-run financial planning practice near Norwich.
- Benefits: Competitive salary, KPI bonuses, flexible working, and study support for professional exams.
- Why this job: Join a supportive team and grow your career in the financial services industry.
- Qualifications: Experience in financial services and strong organisational skills required.
- Other info: Enjoy a family-oriented work environment with excellent career progression opportunities.
The predicted salary is between 30000 - 48000 £ per year.
My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich, are looking for a Financial Administration Professional. My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being. They are looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services.
You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients.
Requirements:- Great organisational skills – ability to prioritise and manage own workload
- Experience in Financial Services, working in a similar role
- Ideally holding or working towards professional qualifications
- Good communication skills, able to deal with clients, support colleagues and challenge providers
- Knowledge on anti-money laundering, TCF and compliance procedures
- IT skills and use of Intelligent office or similar
- The preparation of New Business files
- The submission of new business applications
- Ongoing management of existing client bank – including preparing portfolio reports/client review documents
- Client change of agency and information gathering
- Client support, processing trades and answering client queries
- Liaising with advisers and paraplanners throughout the process
- Updating the back office system and keeping files and records up to date
- PA work – managing advisers diary, booking client appointments and dealing with adviser emails
- General office admin – scanning, answering the telephone, processing post
- Competitive Salary with KPI based bonus scheme
- Career progression opportunities
- Family run business environment
- Support with R0 exams both financially and in terms of study support
- 25 days holiday + BH
- Flexible working e.g. school hours Monday to Friday with some working from home
- Pension
Financial Services Administrator employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or join online forums to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Since this firm values family orientation and staff well-being, think about how your values align with theirs. We want you to show them you’re not just a fit for the role, but for their team too!
✨Tip Number 3
Practice your communication skills! You’ll need to deal with clients and support colleagues, so being articulate is key. We suggest doing mock interviews with friends or using online platforms to refine your pitch and responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so take advantage of the resources we offer to help you land that Financial Services Administrator role.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your experience in Financial Services. We want to see how your background aligns with the role, so don’t hold back on sharing relevant examples from your previous jobs.
Tailor Your Application: Take a moment to customise your application for this specific role. Mention the skills and experiences that match the job description, especially your organisational skills and any qualifications you’re working towards.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so avoid fluff and focus on what makes you a great fit for the team.
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’re considered for the role without any hiccups!
How to prepare for a job interview at Service Service
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services, especially the specific areas mentioned in the job description like anti-money laundering and compliance procedures. Being able to discuss these topics confidently will show that you're serious about the role.
✨Show Off Your Organisational Skills
Since this role requires great organisational skills, prepare examples from your past experiences where you've successfully managed your workload or prioritised tasks. This will help demonstrate that you can handle the responsibilities of the position.
✨Communicate Like a Pro
Good communication is key in this role, so practice articulating your thoughts clearly. Think about how you would explain complex financial concepts to clients or colleagues. This will help you stand out as someone who can effectively support both clients and senior management.
✨Be Ready for Practical Scenarios
Expect to be asked about real-life scenarios you might face in the role. Prepare to discuss how you would handle client queries or manage diary appointments for advisers. This shows that you’re not just knowledgeable but also practical and ready to jump into the role.
