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- Tasks: Assist in financial administration and support senior management with client transactions.
- Company: Reputable family-run financial planning practice near Norwich.
- Benefits: Competitive salary, KPI bonuses, flexible working, and study support for professional qualifications.
- Why this job: Join a supportive team and grow your career in the financial services sector.
- Qualifications: Experience in financial services and strong organisational skills required.
- Other info: Enjoy a family-oriented work environment with opportunities for career progression.
The predicted salary is between 30000 - 42000 £ 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. My client is 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
- 28 days holiday + BH
- Flexible working e.g. school hours Monday to Friday with some working from home
- Pension
Financial Services Administrator in Norfolk 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
✨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 lookout for opportunities. Sometimes, a friendly chat can lead to a hidden job opening that’s not even advertised.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this firm is family-oriented, think about how you can demonstrate your alignment with their ethos during the interview. Show them you’re not just a fit for the role, but for the team!
✨Tip Number 3
Practice your communication skills! You’ll be dealing with clients and senior management, so being able to articulate your thoughts clearly is key. Consider mock interviews or even chatting with friends to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator in Norfolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services sector. Highlight any relevant experience and skills that match the job description, especially your organisational skills and familiarity with compliance procedures.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your experience in financial services and how you can contribute to the family-oriented culture of the firm.
Showcase Your Communication Skills: Since you'll be dealing with clients and supporting colleagues, it's crucial to demonstrate your communication skills. Use clear and concise language in your application to reflect this ability.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
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 any relevant regulations like anti-money laundering and compliance procedures. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨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 effectively.
✨Communicate Like a Pro
Practice your communication skills before the interview. Think about how you would explain complex financial concepts to clients or colleagues. Clear and concise communication is key, so be ready to showcase your ability to engage with different stakeholders.
✨Get Familiar with the Tools
If you have experience with Intelligent Office or similar systems, make sure to mention it. If not, do a bit of research to understand how these tools work. Showing that you're tech-savvy and willing to learn will impress your potential employer.
