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- Tasks: Support financial planners with admin tasks like filing, emails, and client records.
- Company: Join a prestigious company in Ipswich known for its excellence in financial services.
- Benefits: Gain valuable experience in finance while working in a supportive team environment.
- Why this job: Perfect for those looking to kickstart their career in finance with hands-on experience.
- Qualifications: Good education in English and Maths; prior financial services experience is a plus.
- Other info: Ideal for high school or college students eager to learn and grow in finance.
The predicted salary is between 28800 - 43200 £ per year.
Time Appointments are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich. The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team. Key Duties: Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails. Team administration and compliance regarding client service issues. Liaise with ‘product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business. Open wealth planning post and action immediately. Prepare letters of authority and letters appointment as requested by Wealth Planning team members. Filing – maintain up to date and accurate client records electronically. Obtain product research, information and new business illustrations as requested by Wealth Planning team members. Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications. Liaise with providers regarding commission and fee payments. Previous Skills & Experience: Good standard of education, including English and Maths. Prior experience working with Financial Services is desirable. Strong administrative experience.
Financial Administrator employer: TIME Appointments Ltd
Contact Detail:
TIME Appointments Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry. Understanding the terminology and processes will help you communicate effectively with financial planners and paraplanners, making you a more attractive candidate.
✨Tip Number 2
Highlight your administrative skills in your conversations. Since the role involves routine tasks like filing and collating information, showcasing your efficiency and attention to detail can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services sector. Attend local events or join online forums to connect with people who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 4
Prepare for potential interviews by practicing common questions related to financial administration. Being able to articulate your understanding of compliance and client service issues will demonstrate your readiness for the role.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Administrator position. Understand the key duties and responsibilities, as well as the skills and experience required.
Tailor Your CV: Customize your CV to highlight relevant administrative experience and any previous work in financial services. Emphasize skills that align with the tasks mentioned in the job description, such as filing, communication, and compliance.
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 support financial planners and manage administrative tasks effectively.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects attention to detail, which is crucial for a Financial Administrator.
How to prepare for a job interview at TIME Appointments Ltd
✨Show Your Administrative Skills
Be prepared to discuss your previous administrative experience in detail. Highlight specific tasks you've handled, such as filing, composing emails, and managing client records, as these are crucial for the Financial Administrator role.
✨Understand Financial Services
Familiarize yourself with basic financial services terminology and processes. This will demonstrate your interest in the field and your ability to communicate effectively with financial planners and paraplanners.
✨Prepare for Team Collaboration Questions
Since the role involves liaising with various teams, be ready to share examples of how you've successfully worked in a team environment. Discuss any experiences where you contributed to team goals or resolved conflicts.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth planning and client service. This shows your enthusiasm for the role and helps you understand if the company is the right fit for you.
