At a Glance
- Tasks: Join our dynamic team as a Senior Financial Administrator, supporting financial planners with various administrative tasks.
- Company: The Verve Group is revolutionizing finance with a fresh, diverse approach and a mission to break stereotypes.
- Benefits: Enjoy flexible work options, personal development budgets, and a fun office culture with snacks and activities.
- Why this job: Be part of a team that values innovation and customer service while making finance accessible for everyone.
- Qualifications: Experience in financial advising, strong computer skills, and a knack for teamwork are essential.
- Other info: We offer a relaxed dress code and a vibrant office environment, including office dogs!
The predicted salary is between 36000 - 60000 £ per year.
About the Role The Verve Groupare seeking an experienced financial administrator to enhance and support our existing outsourced administration and paraplanning offering. We have a number of financial planner and adviser clients who use us for their administration and paraplanning needs and due to high demand we are expanding our team. Were looking for a hardworking and enthusiastic candidate to join our dynamic team and to help with our mission of changing the face of finance. Once thought of as pale and stale and full of grey suits The Verve Group is dynamic fresh diverse and on a mission to break the stereotypes. This role encompasses a wide range of financial administrative duties along with some research and writing tasks. You will form part of the foundation of a larger team being a mix of paraplanners technical experts and administrators so the role asks for someone who is a team player contributor and someone who embodies our got your back ethic. Ideally we are looking for someone who has some experience in an IFA practice so you can bring all of your knowledge to complement the outsourced offering and enhance the current administration package that we offer to our clients while rounding out the existing team. We are happy to consider fulltime and parttime opportunities in this role. Duties and expectations will include: Accurately and efficiently compiling data gathering on a range of finance plan and policy types (such as pensions and investments). A very high attention to detail is crucial in this role. Strong computer numeracy and written skills. Be able to excel at Excel and know the word on Word. Compilation of a range of documentation and preparing and checking files. Preparing annual reviews for a number of clients. Conducting technical research where necessary using a variety of platforms and online technology. Confidently dealing with providers and advisers via a range of communication methods. Showing a high level of customer service. Working in a busy environment to deadlines and completing the appropriate number of tasks in set timeframes to meet targets. Thoroughly and consistently updating our specialised project management system Dextera. Being a strong team member being able to work both as part of the paraplanning and administration team but also assisting other team members where needed and supporting a range of firms. As a crucial role it is important to be flexible to bring ideas and creativity and to help us develop this role even further within The Verve Group and in the wider finance community. About you We anticipate this role to be suitable for someone looking to take on a challenge and develop their career. Experience working with financial advisers/planners . Strong computer skills including Microsoft Word and Microsoft Excel. Strong case and time management skills. This role has a strong customer service focus upon Service Level Agreements and you will be expected to meet deadlines within your team. Strong writing skills and competency in maths and formulae. Comfortable working with people and advisers both internally and externally. Good team player. About us The Verve Group offers a range of services to financial planners and ultimately works towards two key aims; to help support good quality financial advice firms to grow and develop and to attract new people into financial services and help train them up for the good of the future of finance. Across all departments we approach financial services with a fun and positive outlook; our focus is on relentless innovating and never settling for just doing what has always been done. Were passionate that more people can and should benefit from advice and its our mission to make that more accessible for them. We offer a range of benefits to permanent employees to ensure our team feels supported and motivated. We value loyalty and offer enhanced benefits to reward employees who choose to grow their career with us but as standard these include Standard benefits (Based on afulltime position) 21 days basic holiday allowance (increasing 1 day per year for each years service to a max of 26 days); plus bank holidays; plus Christmas closedown and your birthday off if it falls on a weekday. Personal development budget (for exams training anything to help you excel!) Personalised salary structure to reflect your own effort and contribution Hybrid or fully remote options available depending on location and experience. Access to lifestyle benefits such as meditation app high street discount & rewards app and financial wellbeing platform. Death in service cover Upon completion of a qualifying period we offer an EMI share scheme allowing you to benefit both from declared dividends and long term performance returns. At the same time you will become eligible for our enhanced parental leave benefits. Verve benefits Two official annual company parties plus ad hoc team nights out and monthly enrichment sessions. Being part of a company with a higher purpose and strong values. Weve never been a fan of a dress code. Dress appropriately for a workplace environment but have the flexibility for that to be whatever you feel comfortable in. Extensive health and wellbeing programme and initiatives including desk massages team hikes and yoga / fitness sessions. Office snacks and refreshments. Open plan living office environment including rocking (or sometimes dubious) playlists beer/wine fridge breakout lounge breakfast club ping pong table. Office dogs welcome! Yearly salary Salary dependant on experience between.
Senior Financial Administrator - Full time amp Part time employer: The Verve Group
Contact Detail:
The Verve Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Administrator - Full time amp Part time
✨Tip Number 1
Familiarize yourself with the latest trends in financial administration and paraplanning. 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 finance industry, especially those who work in IFA practices. They can provide insights into the role and may even refer you to opportunities within The Verve Group.
✨Tip Number 3
Showcase your proficiency in Microsoft Excel and Word through practical examples. Consider preparing a small portfolio of documents or reports that highlight your skills, as this can set you apart from other candidates.
✨Tip Number 4
Emphasize your ability to work in a team and your customer service skills. Prepare specific examples of how you've successfully collaborated with others and provided excellent service in previous roles.
We think you need these skills to ace Senior Financial Administrator - Full time amp Part time
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and any previous work with financial advisers or planners. Emphasize your attention to detail and strong computer skills, particularly in Microsoft Word and Excel.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the mission of The Verve Group. Share specific examples of how your past experiences align with the responsibilities outlined in the job description, such as compiling data or conducting technical research.
Showcase Your Team Player Attitude: Highlight your ability to work collaboratively in a team environment. Mention any experiences where you supported colleagues or contributed to a team project, as this aligns with the company's emphasis on teamwork and support.
Demonstrate Strong Writing Skills: Since the role requires strong written skills, ensure that your application is free from grammatical errors and clearly communicates your qualifications. Consider including a brief writing sample if relevant, showcasing your ability to convey complex information clearly.
How to prepare for a job interview at The Verve Group
✨Show Your Enthusiasm for Finance
Make sure to express your passion for the finance industry during the interview. The Verve Group is looking for someone who is not only skilled but also enthusiastic about changing the face of finance. Share your ideas on how you can contribute to this mission.
✨Demonstrate Attention to Detail
Since the role requires a high level of accuracy, be prepared to discuss examples from your past work where your attention to detail made a significant impact. Highlight any experiences where you successfully managed complex data or documentation.
✨Highlight Your Team Player Skills
The Verve Group values collaboration, so be ready to share instances where you worked effectively within a team. Discuss how you supported colleagues and contributed to group goals, showcasing your ability to embody their 'got your back' ethic.
✨Prepare for Technical Questions
Given the technical nature of the role, brush up on your knowledge of financial planning tools and software, especially Microsoft Excel and Word. Be ready to answer questions that assess your technical skills and problem-solving abilities in real-world scenarios.