Finance Practice Admin Lead — Client Experience, 9–5
Finance Practice Admin Lead — Client Experience, 9–5

Finance Practice Admin Lead — Client Experience, 9–5

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

  • Tasks: Manage admin tasks for financial advisers and ensure client records are up to date.
  • Company: Dynamic financial services firm in Sale with a focus on client experience.
  • Benefits: Competitive salary, private medical insurance, and fun social events.
  • Why this job: Join a supportive team and develop your skills in a thriving industry.
  • Qualifications: Experience in office administration and strong communication skills required.
  • Other info: Great opportunities for professional growth and a vibrant work culture.

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

A financial services firm in Sale is seeking a Support Practice Manager to manage administration for financial advisers. The role involves processing queries, maintaining client records, and ensuring compliance.

Candidates should have:

  • Office administration experience
  • Strong communication skills
  • Proficiency in Microsoft Word and Excel

This position offers opportunities for professional development, competitive salary, and benefits including private medical insurance and social events.

Finance Practice Admin Lead — Client Experience, 9–5 employer: Tribal

Join a dynamic financial services firm in Sale, where we prioritise employee growth and a supportive work culture. As a Finance Practice Admin Lead, you'll benefit from competitive salaries, private medical insurance, and engaging social events, all while contributing to a team that values your skills and fosters professional development.
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Contact Detail:

Tribal Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Practice Admin Lead — Client Experience, 9–5

Tip Number 1

Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for interviews by practising common questions related to office administration and client experience. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.

Tip Number 3

Showcase your skills! When you get the chance to meet potential employers, highlight your proficiency in Microsoft Word and Excel. Bring examples of how you've used these tools effectively in past roles to impress them.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Finance Practice Admin Lead — Client Experience, 9–5

Office Administration Experience
Strong Communication Skills
Proficiency in Microsoft Word
Proficiency in Microsoft Excel
Client Record Management
Query Processing
Compliance Knowledge
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your office administration experience and any relevant skills. We want to see how your background aligns with the role of Finance Practice Admin Lead, so don’t be shy about showcasing your strengths!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your strong communication skills and proficiency in Microsoft Word and Excel, as these are key for the role.

Showcase Your Compliance Knowledge: Since the role involves ensuring compliance, it’s a good idea to mention any experience you have in this area. We appreciate candidates who understand the importance of maintaining client records and processing queries accurately.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!

How to prepare for a job interview at Tribal

Know Your Numbers

Brush up on your financial terminology and processes. Since the role involves managing administration for financial advisers, being able to discuss financial concepts confidently will impress the interviewers.

Showcase Your Admin Skills

Prepare examples of your previous office administration experience. Think about specific situations where you successfully processed queries or maintained records, as this will demonstrate your capability in handling the responsibilities of the role.

Excel at Excel

Since proficiency in Microsoft Word and Excel is crucial, make sure you can talk about your experience with these tools. Consider preparing a few examples of how you've used Excel for data management or reporting in past roles.

Communicate Clearly

Strong communication skills are key for this position. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to refine your responses and ensure you come across as confident and professional.

Finance Practice Admin Lead — Client Experience, 9–5
Tribal
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  • Finance Practice Admin Lead — Client Experience, 9–5

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

    Tribal

    50-100
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