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- Tasks: Support a dynamic Paraplanning team with admin tasks and client info management.
- Company: Join a rapidly growing Financial Services business in a modern office environment.
- Benefits: Enjoy free parking, bonuses, team events, and opportunities for professional growth.
- Why this job: Be part of a buzzing team with a chance to gain valuable financial services accreditation.
- Qualifications: Previous office support experience is a plus; customer service skills are essential.
- Other info: Specialist training provided, including potential RO exam sponsorship.
The predicted salary is between 18400 - 19200 £ per year.
Role: Administrator Location: Rawtenstall Salary: £23k – £24k per annum (negotiable) Benefits: free parking, bonus incentives & yearly bonuses, modern offices, team bonding events, buzzy team, progression opportunities including scope to be put through RO exams. Square Peg Associates are currently recruiting for an Administrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an Administrator to provide support to a team of Paraplanners. Role responsibilities: Providing administrative support to the Paraplanning team. File preparation. Drafting letters & reports. Chasing risk scheme information and liaising with scheme providers. Maintain accurate client information and updating information (CFR). Specialist Training will be provided and obtain relevant accreditation on Financial Services systems (knowledge of IT systems an advantage, CRM, Salesforce). Knowledge and Experience Specification: Previous experience in an office support role, ideally in financial services or related sector (though not essential) Experience of client care, customer service and building and maintaining client relationships Skills Specification…
Administrator employer: Square Peg Associates Ltd
Contact Detail:
Square Peg Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry. Understanding the basics of how financial services operate will help you stand out during the interview process and show your genuine interest in the role.
✨Tip Number 2
Highlight your organizational skills. As an Administrator, you'll be responsible for file preparation and maintaining accurate client information, so be ready to discuss specific examples of how you've successfully managed similar tasks in the past.
✨Tip Number 3
Demonstrate your communication skills. Since the role involves drafting letters and reports as well as liaising with scheme providers, practice articulating your thoughts clearly and concisely, both verbally and in writing.
✨Tip Number 4
Show enthusiasm for learning. The position offers specialist training and opportunities for progression, so express your eagerness to develop your skills and gain relevant accreditations in financial services.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative support, especially if you have worked in financial services or a related sector. Emphasize any skills that align with the role's responsibilities, such as client care and customer service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to provide administrative support and maintain accurate client information.
Highlight Relevant Skills: In your application, emphasize skills that are particularly relevant to the role, such as proficiency in IT systems, CRM software, and any experience with drafting letters and reports. This will show that you are well-prepared for the tasks at hand.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an Administrator role.
How to prepare for a job interview at Square Peg Associates Ltd
✨Research the Company
Before your interview, take some time to learn about the company and its values. Understanding their mission and recent developments will help you tailor your answers and show genuine interest.
✨Highlight Relevant Experience
Make sure to emphasize any previous experience in office support or financial services. Be ready to discuss specific examples of how you've provided administrative support or maintained client relationships.
✨Prepare for Technical Questions
Since knowledge of IT systems is an advantage, be prepared to answer questions related to CRM systems or Salesforce. Brush up on any relevant software you’ve used in the past.
✨Show Enthusiasm for Growth Opportunities
The role offers progression opportunities, so express your eagerness to learn and grow within the company. Discuss any relevant training or certifications you are interested in pursuing.
