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For Companies At a Glance
- Tasks: Support advisers by liaising with clients and preparing investment reports.
- Company: Join a boutique financial advice practice in beautiful rural Norfolk.
- Benefits: Enjoy 25 days holiday, hybrid working, and personal development opportunities.
- Why this job: Be part of a supportive team with potential for career growth in finance.
- Qualifications: Must have 1 year in financial services and good Microsoft Office skills.
- Other info: Opportunity to progress to advisory level with no pressure.
My client is a boutique advice practice based in southeast rural Norfolk. They are currently looking for an experienced financial services administrator to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.
Key duties:
- Liaising with advisers and colleagues in all aspects of the business process
- Speaking with insurance companies and investment companies to obtain specific information
- Preparation of investment reports and review packs for existing clients
- Preparation of new business packs for prospective clients of the firm
- Use of back office system to construct data records and obtain information for existing clients
- Assisting the advisers to ensure business is processed efficiently and accurately
- Complying with FCA rules and internal compliance procedures
Key personal skills required for this role are:
- Honesty
- Integrity
- Reliability
- Ability to work well under pressure
- Good knowledge and experience of using Microsoft Office and Excel
- Mathematics and English qualifications (grade C and above)
- A good telephone manner
- Experience within financial services, ideally within an insurance company or financial advisory business
Benefits:
- 25 days holiday
- Free Parking
- Home working one day per week * Friday (hybrid)
- Annual bonus (ad hoc)
- Finance and support for financial qualifications
- Personal development is encouraged, and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to.
Experience:
- Financial services: 1 year (required)
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
Familiarise yourself with the specific financial services offered by the boutique practice. Understanding their unique approach and services will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience in boutique firms. They can provide insights and potentially refer you to opportunities within their networks.
✨Tip Number 3
Brush up on your knowledge of FCA rules and compliance procedures. Being well-versed in these areas will demonstrate your commitment to the role and your understanding of the regulatory environment.
✨Tip Number 4
Prepare to discuss your experience with back office systems and Microsoft Office, particularly Excel. Highlighting your technical skills will show that you can efficiently support the advisers and manage data effectively.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles where you've liaised with advisers or worked with insurance and investment companies. Use specific examples to demonstrate your skills.
Craft a Strong Cover Letter: Write a cover letter that addresses the key duties mentioned in the job description. Explain how your previous experience aligns with the responsibilities of the Financial Services Administrator role and showcase your personal skills like honesty and reliability.
Highlight Technical Skills: Since the role requires good knowledge of Microsoft Office and Excel, mention any specific projects or tasks where you used these tools effectively. If you have experience with back office systems, be sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Service Service
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of financial services, especially if you have experience in insurance or advisory roles. Be prepared to discuss specific products and regulations, as this will show your understanding of the industry.
✨Demonstrate Your Communication Skills
Since the role involves liaising with advisers and clients, practice articulating your thoughts clearly. Use examples from your past experiences where effective communication made a difference in your work.
✨Showcase Your Technical Proficiency
Familiarise yourself with Microsoft Office and Excel, as these are crucial for the role. Be ready to discuss how you've used these tools in previous positions, particularly in preparing reports or managing data.
✨Exhibit Your Problem-Solving Abilities
Prepare to share instances where you've successfully navigated challenges under pressure. This could involve meeting tight deadlines or resolving client issues, demonstrating your reliability and integrity.
