Financial Services Administrat...
Financial Services Administrat...

Financial Services Administrat...

Bury St Edmunds Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a dynamic team as a Financial Services Administrator, managing client communications and administrative tasks.
  • Company: Work with a leading accountancy firm known for its excellence across East Anglia.
  • Benefits: Enjoy a professional environment with opportunities for growth and development.
  • Why this job: This role offers a chance to enhance your skills in a supportive and engaging workplace.
  • Qualifications: You need at least 3 years of admin experience in Financial Services and strong computer skills.
  • Other info: Willingness to travel to other offices is required.

The predicted salary is between 36000 - 60000 £ per year.

Are you an administrative superstar?

If you’re a motivated, enthusiastic, and professional administrator, that’s looking for a new challenge, this one is for you…

Time Appointments is currently working with a leading accountancy firm with offices based all over East Anglia. The firm is looking to recruit an experienced a Financial Services Administrator to join their fantastic team.

Key Duties:

  • Input accurate, up to date information on they system internally and externally on providers websites.
  • Ensure all administrative work is carried out to the highest standard and in line with the companies standards.
  • Ensure all conversations with clients, including emails, meetings and telephone calls are dealt with promptly.
  • Attend client meetings.
  • Travel to other offices when required.
  • Responsible for managing own work and reporting back to your Supervisor.
  • Previous Skills & Experience:

  • Minimum of 3 years experience in an administrative or support role within Financial Services.
  • Previous experience in IFA/Wealth Management.
  • Ability to manage own time and work to deadlines.
  • Strong attention to detail.
  • Excellent computer skills, particularly using Microsoft Office (Word, Excel and Outlook).
  • Benefits:

  • Free Parking.
  • Buy and sell holiday.
  • Annual paid volunteering day.
  • Full study package.
  • Financial Services Administrat... employer: Time Appointments

    Join a dynamic and supportive team at a leading accountancy firm in Bury St Edmunds, where your administrative skills will be valued and nurtured. With a strong emphasis on professional development, we offer ample opportunities for growth and advancement within the financial services sector. Our collaborative work culture fosters innovation and excellence, making it an ideal environment for motivated individuals seeking meaningful and rewarding employment.
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    Contact Detail:

    Time Appointments Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Financial Services Administrat...

    ✨Tip Number 1

    Network with professionals in the financial services sector. Attend local events or join online forums where you can connect with people already working in similar roles. This can help you gain insights into the company culture and possibly get a referral.

    ✨Tip Number 2

    Familiarise yourself with the latest trends and regulations in financial services. Being knowledgeable about current industry standards will not only boost your confidence but also impress potential employers during conversations.

    ✨Tip Number 3

    Prepare for potential interviews by practising common questions related to administrative roles in financial services. Focus on scenarios that highlight your organisational skills and attention to detail, as these are crucial for the position.

    ✨Tip Number 4

    Showcase your proficiency in Microsoft Office by creating a portfolio of documents or spreadsheets you've worked on. This practical demonstration of your skills can set you apart from other candidates during discussions.

    We think you need these skills to ace Financial Services Administrat...

    Administrative Skills
    Client Communication
    Time Management
    Attention to Detail
    Microsoft Office Suite (Word, Excel, Outlook)
    Data Entry
    Organisational Skills
    Problem-Solving Skills
    Experience in Financial Services
    Knowledge of IFA/Wealth Management
    Meeting Coordination
    Adaptability
    Team Collaboration

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights your relevant experience in administrative roles, particularly within Financial Services. Emphasise your skills in managing client communications and your proficiency with Microsoft Office.

    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 handle administrative tasks and manage workloads effectively.

    Highlight Relevant Experience: In your application, clearly outline your previous experience in IFA/Wealth Management. Use specific examples to illustrate how you have successfully managed time and met deadlines in past roles.

    Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.

    How to prepare for a job interview at Time Appointments

    ✨Showcase Your Administrative Skills

    Be prepared to discuss your previous administrative experience in detail. Highlight specific examples where you managed workloads, handled client communications, or ensured accuracy in data entry, as these are crucial for the Financial Services Administrator role.

    ✨Demonstrate Attention to Detail

    Since this position requires a strong attention to detail, consider bringing along examples of your work that showcase your meticulousness. You might also want to mention any processes you've implemented to ensure accuracy in your previous roles.

    ✨Familiarise Yourself with Financial Services

    Brush up on your knowledge of the financial services sector, particularly in areas related to IFA and Wealth Management. Being able to speak confidently about industry trends or regulations can set you apart from other candidates.

    ✨Prepare Questions for the Interviewer

    Think of insightful questions to ask during the interview. This could include inquiries about the company's culture, team dynamics, or expectations for the role. It shows your genuine interest in the position and helps you assess if it's the right fit for you.

    Financial Services Administrat...
    Time Appointments
    Location: Bury St Edmunds
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    • Financial Services Administrat...

      Bury St Edmunds
      Full-Time
      36000 - 60000 £ / year (est.)
    • T

      Time Appointments

      50-100
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