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- Tasks: Join a busy team as a Financial Services Administrator, supporting advisers and managing client communications.
- Company: Work for a well-established financial services firm known for transparent advice and satisfied clients.
- Benefits: Enjoy a competitive salary, 20 days holiday plus bank holidays, and a Christmas shutdown.
- Why this job: This role offers a dynamic environment with opportunities to develop your administrative and financial skills.
- Qualifications: Experience in financial services is a plus, but strong organisational skills and attention to detail are essential.
- Other info: Full training provided on client management systems; flexible adjustments available for applicants.
The predicted salary is between 25000 - 30000 £ per year.
Financial Services Administrator – Spider is advertising on behalf of a financial services firm who are looking for an experienced Administrator to join their busy team in Ipswich, Suffolk in this full-time, permanent position.
Why them
Known for their transparent, simplified advice, FCA regulation, and track record of satisfied clients, this well-established firm services a broad range of financial services to their clients, who range from Individuals to trustees and small businesses.
Fantastic company package include:
- Salary: Competitive salary ranging from £25,000 – £30,000 per annum based on skills and experience
- Holiday: 20 days plus bank holidays / annual shutdown between Christmas and New Year.
- Working hours 35 per week – Monday to Friday 9am – 5pm
About the role:
As a Financial Services Administrator you will be an enthusiastic individual who is highly organised with good attention to detail and the ability to multi-task in a busy environment. This is a varied role that would suit someone with high level administrative skills working for a customer focused business.
Responsibilities:
- Supporting the adviser administratively. This can involve but is not limited to, research, calculations, collating data, arranging meetings and corresponding with clients.
- Communicate with providers and clients as required.
- Assisting advisers by preparing documentation such as letters of authority, illustrations, application forms and annual reports.
- Processing client requests such as withdrawals, regular contributions or adhoc investment management requirements.
- Confident IT skills including use of online and internal client management systems, training will be given to support this.
About You:
Experience of working in financial services/financial advisers would be beneficial but not essential. The role is administrative but with a technical element in relation to the involvement of investment and financial terms and procedures. Efficiency and an accurate approach to your work are essential.
If you have the relevant skills and experience for this Financial Services Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.
If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.
Please check your email inbox and spam / junk mail folder for any email correspondence for this role.
Additional keywords: Administrator, Financial Services, Admin, Finance Support, Financial Admin Officer, Coordinator, FCA, Financial Administration
This vacancy is being advertised and handled through Spider, the region\’s Online Job Advertiser. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
Financial Services Administrator in Ipswich employer: Spider
Contact Detail:
Spider Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Ipswich
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the terminology and processes involved. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums where you can connect with others in the field. This could lead to valuable insights and even potential referrals for the position.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock schedule or plan that showcases how you would manage multiple tasks as a Financial Services Administrator. Bring this to the interview to illustrate your proactive approach.
✨Tip Number 4
Research the company thoroughly. Understand their values, client base, and the specific services they offer. Tailoring your conversation to reflect your knowledge about them can set you apart from other candidates.
We think you need these skills to ace Financial Services Administrator in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or administration. Emphasise skills such as organisation, attention to detail, and any technical knowledge related to financial terms and procedures.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work for this financial services firm and how your skills align with their needs.
Highlight Relevant Skills: In your application, clearly outline your IT skills, especially if you have experience with client management systems. Mention any previous roles where you successfully managed multiple tasks in a busy environment.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Financial Services Administrator role.
How to prepare for a job interview at Spider
✨Showcase Your Organisational Skills
As a Financial Services Administrator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to thrive in a busy environment.
✨Familiarise Yourself with Financial Terminology
Even if you don't have extensive experience in financial services, having a basic understanding of common financial terms and procedures can set you apart. Brush up on relevant terminology to show your enthusiasm and willingness to learn.
✨Prepare for Client Interaction Scenarios
Since the role involves communicating with clients and providers, think about how you would handle various client scenarios. Be ready to discuss how you would approach client queries or issues, showcasing your customer service skills.
✨Demonstrate Your IT Proficiency
The job requires confident IT skills, so be prepared to discuss your experience with client management systems or any relevant software. If you have examples of how you've used technology to improve efficiency in previous roles, share those during the interview.
