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- Tasks: Join our Client Services Team to handle daily admin tasks and support financial advisers.
- Company: A well-established Financial Planning Practice with a strong client following in a beautiful rural setting.
- Benefits: Enjoy a competitive salary, bonus scheme, pension contributions, and 25 days holiday.
- Why this job: Be part of a supportive team, gain valuable experience, and contribute to meaningful financial advice.
- Qualifications: GCSEs in Maths and English required; 2 years' experience in a similar role preferred.
- Other info: Flexible working arrangements after initial training; opportunity to work towards professional qualifications.
The predicted salary is between 24000 - 30000 £ per year.
My client is a well-established Financial Planning Practice with offices in an attractive rural location, just north of the city 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 established Client Services Team. Salary – £24,000 to £30,000 depending on experience and qualifications Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed. Total Hours per week – 37.5 hours Summary of Role To deal with day-to-day administration requirements of the business to deliver 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 our 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: To be working towards the Diploma or willing to start the exams. 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 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:- * Competitive Salary * Bonus scheme * Death in Service * Pension Contributions * 25 days holiday
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
Familiarize yourself with the specific financial services and products that the company offers. Understanding their approach to financial planning will help you demonstrate your knowledge during the interview.
✨Tip Number 2
Highlight your experience in administrative roles, especially those related to financial services. Be ready to discuss specific examples of how you've managed client queries or supported advisers in previous positions.
✨Tip Number 3
Prepare to showcase your communication skills. Since the role involves liaising with clients and providers, think of instances where your effective communication made a difference in resolving issues or enhancing client satisfaction.
✨Tip Number 4
Research the company culture and values. Being able to align your personal qualities, such as teamwork and attention to detail, with their ethos can set you apart from other candidates.
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 administration. Emphasize your skills in communication, attention to detail, and problem-solving, as these are crucial for the role.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience in handling client queries, managing appointments, and any familiarity with financial planning practices.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you are working towards the Diploma or have relevant GCSEs and A Levels. This shows your commitment to professional development in the financial sector.
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 essential for this role.
How to prepare for a job interview at Service Service
✨Showcase Your Experience
Make sure to highlight your previous experience in financial services administration. Be prepared to discuss specific tasks you've handled, such as managing client queries or preparing documentation, as this will demonstrate your capability to meet the role's requirements.
✨Demonstrate Attention to Detail
Since the role requires a high level of accuracy, be ready to provide examples of how you've ensured precision in your work. Discuss any systems or processes you use to maintain attention to detail, especially when dealing with client reports and trading.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Prepare for scenarios where you might need to handle client complaints or unexpected issues. Think about how you would approach these situations and communicate your thought process clearly.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the company and the role. Inquire about the team dynamics, the tools they use for client management, or how they measure success in the position. This shows that you're engaged and serious about the opportunity.
