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- Tasks: Manage daily admin tasks and support financial advisers in a dynamic team.
- Company: Established Financial Planning Practice with a strong client base.
- Benefits: Competitive salary, bonus scheme, pension contributions, and 25 days holiday.
- Why this job: Join a supportive team and kickstart your career in financial services.
- Qualifications: GCSEs in Maths and English; experience in a similar role preferred.
- Other info: Flexible working options after training and opportunities for professional development.
The predicted salary is between 25000 - 35000 £ per year.
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
- 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
- Requesting and collating plan information
- Assisting in client meeting preparation
- Preparing client letters and illustrations
- Liaising with clients and providers
- Producing and sending portfolio reports to clients
- Preparing review documents for adviser
- Preparing fund performance information
- 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
- BH
Locations
Financial Services Administrator in Norfolk, North Walsham employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Norfolk, North Walsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning and administration. Familiarise yourself with common industry terms and practices, so you can impress your potential employer with your expertise and confidence.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to employers looking for someone just like you.
We think you need these skills to ace Financial Services Administrator in Norfolk, North Walsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience and skills that match the job description, like your admin skills and attention to detail. We want to see how you can fit into our Client Services Team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how your background makes you a great fit for us. Don’t forget to mention any experience with client queries or administrative tasks.
Show Off Your Qualifications: If you’ve got qualifications like GCSEs or A Levels, make sure they’re front and centre in your application. If you’re working towards the Diploma in Financial Planning, let us know! We love seeing candidates who are eager to learn and grow.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Service Service
✨Know Your Stuff
Make sure you brush up on the basics of financial services and the specific responsibilities of a Financial Services Administrator. Familiarise yourself with common terms and processes, as well as the company’s values and client approach. This will show that you're genuinely interested and prepared.
✨Showcase Your Experience
Prepare examples from your previous roles that highlight your administrative skills and attention to detail. Think about times when you successfully managed client queries or supported advisers. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the team dynamics, training opportunities, and the company’s approach to client service. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even if the office has a relaxed dress code, it’s always best to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression. Remember, you want to convey that you take the opportunity seriously!
