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- Tasks: Provide top-notch admin support to the Financial Services team and manage client communications.
- Company: Join a respected Financial Services firm known for its professional and supportive culture.
- Benefits: Enjoy a competitive salary, study support, 25 days holiday, and private medical insurance.
- Why this job: This role offers career growth, teamwork, and the chance to make a real impact in finance.
- Qualifications: Previous experience in financial services administration and strong IT skills are essential.
- Other info: Flexible working environment with a focus on compliance and client satisfaction.
Time Appointments are delighted to be working on behalf of our client, a highly regarded Financial Services firm, who are looking to recruit an experienced Senior Financial Services Administrator to join their professional and supportive team. This is an exciting opportunity for a driven individual to provide high-quality administrative support within a regulated environment, working closely with Advisers, clients, and third-party providers.
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
Key Responsibilities:
* Providing full administrative support to the Financial Services team, ensuring all deadlines are met.
* Preparing valuation reports and meeting documentation, offering comprehensive pre- and post-meeting support for Advisers.
* Drafting Suitability Reports and ensuring accurate completion of all necessary documentation.
* Liaising with clients, insurers, and providers, maintaining professional and timely communication at all times.
* Maintaining accurate client records and databases.
* Assisting with corporate administration including pension scheme submissions, auto-enrolment compliance, and group risk schemes (where applicable).
* Ensuring full compliance with FCA rules and company procedures.
Skills & experience Required:
* Previous experience as a Financial Services Administrator, ideally with at least 12 months’ technical administration experience supporting Financial Advisers.
* Knowledge across pensions, investments, and protection. Exposure to tax and trusts would be highly advantageous.
* Excellent IT skills, with proficiency in Microsoft Office (Word, Excel, Outlook).
* Strong organisational and planning skills, with excellent attention to detail.
* A professional, flexible, and proactive approach to work.
* Strong communication skills, with the ability to explain complex information clearly and concisely to clients.
* A committed team player, able to work collaboratively while also using initiative when required.
What’s on Offer?
* A competitive salary package (DOE)
* Relevant exam support and study leave
* A supportive and friendly working environment
* Genuine opportunities for career progression within Financial Services
* 25 days holiday + bh (increasing with length of service)
* 6% employer pension contribution
* Group life cover 3x salary
* Group income protection scheme
* Private medical insurance
* Sick pay
Senior Financial Services Administrator employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in a regulated environment.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as Financial Services Administrators. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided administrative support in previous roles. Highlight your experience with valuation reports and Suitability Reports, as these are key responsibilities for the position.
✨Tip Number 4
Showcase your IT skills, particularly in Microsoft Office. Consider preparing a brief demonstration of how you use Excel for data management or Word for report drafting, as this could set you apart during the interview process.
We think you need these skills to ace Senior Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Services Administrator. Focus on your technical administration skills, particularly in supporting Financial Advisers, and include any specific knowledge you have in pensions, investments, and protection.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Emphasise your organisational skills, attention to detail, and ability to communicate complex information clearly. Mention how your proactive approach aligns with the company's values.
Highlight Relevant Experience: In your application, be sure to detail your previous experience in financial services, especially any roles where you provided administrative support. Include examples of how you've met deadlines and maintained compliance with regulations.
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 this role.
How to prepare for a job interview at Time Appointments
✨Showcase Your Experience
Make sure to highlight your previous experience as a Financial Services Administrator. Be prepared to discuss specific examples of how you've supported Financial Advisers and managed administrative tasks effectively.
✨Demonstrate Your Knowledge
Brush up on your knowledge of pensions, investments, and protection. If you have experience with tax and trusts, be ready to explain how this knowledge can benefit the team and clients.
✨Emphasise Communication Skills
Since strong communication is key in this role, prepare to demonstrate how you can explain complex information clearly. Consider sharing examples of how you've successfully communicated with clients and third-party providers in the past.
✨Exhibit Organisational Skills
Be ready to discuss your organisational and planning skills. You might want to share strategies you've used to manage deadlines and maintain accurate client records, showcasing your attention to detail.
