At a Glance
- Tasks: Provide essential admin support and client service to ensure smooth operations.
- Company: Join a dynamic team at Shackleton Advisers, focused on client success.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Perfect for those looking to grow in the financial services sector.
- Why this job: Kickstart your career in a fast-paced role with real impact on clients.
- Qualifications: Strong communication skills and a willingness to learn are key.
The predicted salary is between 25000 - 30000 £ per year.
This role is to provide essential administrative and client service support to advisers and the wider team, ensuring the smooth operation of day-to-day business activities.
Key Responsibilities
- Greeting clients who visit the office.
- Data cleansing and preparation of meeting packs for client appointments.
- Creating and updating client information on our office system – Intelligent Office.
- Obtaining current & historic valuations from providers and relaying information to clients and advisers.
- Processing Letters of Authority and collating research for advisers.
- Post & scanning.
- Data entry onto a number of our systems.
- Obtaining updates on new business submissions.
- Ad hoc projects – from other offices within the Shackleton Group.
- Assisting clients with online access to our PFP portal and Shackleton Hub Platform.
External Relationships
- Liaising with providers/platforms to aid valuations and policy information.
- Dealing with client calls and emails.
Internal Relationships
- Working closely within the administration teams and other support teams within the company.
- Working closely with all advisers to provide full support preparing for client meetings through to new business and adviser instructions.
This job description may be reviewed and subsequently amended to better reflect any changes required in the role.
Knowledge and Experience
- Good understanding of office procedures and administrative systems.
- Proficient in Microsoft Office applications (Word, Excel, Outlook, PowerPoint).
- Strong IT skills with the ability to quickly learn new software systems.
- Awareness of data protection regulations and confidentiality principles.
- Understanding of internal communication protocols and business processes.
- Experience handling incoming calls and emails in a professional manner.
- Strong written and verbal communication skills, delivering information clearly and concisely.
- Excellent interpersonal skills with the ability to build positive working relationships.
- Ability to work independently as well as part of a team.
- Strong organisational skills with effective time management and prioritisation.
- Reliable with excellent timekeeping.
- Adaptable and resilient, able to work effectively in a busy environment.
- Previous experience within the IFA or financial services sector is advantageous but not essential.
Personal Skills
- High level of attention to detail and accuracy.
- Clear and professional communication style.
- Willingness to learn and take direction.
- Team player with a supportive and helpful attitude.
- Discreet, trustworthy, and reliable, particularly when handling sensitive information.
- Strong organisational and time management skills.
If you are interested in learning more about this role or want to apply, please send your CV/Application to HR@shackletonadvisers.co.uk
Entry Level Administrator in Horsham employer: Shackleton Advisers Limited
At Shackleton Advisers, we pride ourselves on fostering a supportive and collaborative work environment where every team member is valued. As an Entry Level Administrator, you will benefit from comprehensive training and development opportunities, allowing you to grow your skills in the financial services sector while contributing to our commitment to exceptional client service. Located in a vibrant area, our office culture encourages teamwork and innovation, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Shackleton Advisers Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Entry Level Administrator in Horsham
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
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✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Shackleton Advisers Limited's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Entry Level Administrator in Horsham
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Shackleton Advisers Limited
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
