At a Glance
- Tasks: Provide top-notch admin support in financial planning and help train Junior Administrators.
- Company: Join a well-established financial planning team in Nottingham.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Flexible role with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Strong understanding of financial processes and excellent organisational skills.
The predicted salary is between 25000 - 32000 £ per year.
We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team.
Key Responsibilities
- Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated.
- Liaise with product providers to obtain valuations, quotes, and other information for advisers.
- Prepare annual review letters and other client communications.
- Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up.
- Perform fee reconciliation and resolve discrepancies.
- Run reports to ensure adviser payments are accurate and on time.
- Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority.
- Professionally respond to client queries via telephone and email.
- Manage meeting room bookings, incoming/outgoing post, and document preparation.
- Support the wider support team, providing assistance and training where required.
- Ensure all tasks comply with company policies, procedures, and regulatory requirements.
- Continuously build knowledge and experience in financial planning processes and industry standards.
- Undertake reasonable ad-hoc tasks as required.
Requirements
- Strong understanding of financial planning processes and compliance requirements.
- Proficient in Microsoft Office applications.
- Excellent organisational skills, with the ability to prioritise and work independently.
- Clear and concise written and verbal communication skills.
- High attention to detail and accuracy.
- Strong interpersonal skills and a team-oriented approach.
- Flexible, adaptable, and able to manage multiple tasks simultaneously.
Financial Services Operations Administrator. Job in Nottingham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic financial planning team in Nottingham, where we prioritise employee development and foster a collaborative work culture. As a Financial Services Operations Administrator, you will benefit from comprehensive training opportunities, a supportive environment, and the chance to make a meaningful impact on client services while working alongside experienced professionals. Our commitment to compliance and excellence ensures that you will thrive in your role, contributing to both your personal growth and the success of our clients.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Operations Administrator. Job in Nottingham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at companies you're interested in. A friendly chat can lead to insider info and even job referrals.
✨Tip Number 2
Prepare for interviews by researching common questions for Financial Planning Administrators. We recommend practising your answers with a friend or in front of a mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! Bring examples of your organisational skills and attention to detail to the interview. Think about times you've successfully managed multiple tasks or resolved discrepancies.
✨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 are proactive about their job search.
We think you need these skills to ace Financial Services Operations Administrator. Job in Nottingham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Operations Administrator role. Highlight your experience in financial planning and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our needs. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail:Since this role requires high attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to showcase your application in the best light. Let’s get started on this journey together!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Planning Basics
Before the interview, brush up on your understanding of financial planning processes and compliance requirements. This will not only show your enthusiasm for the role but also demonstrate that you’re proactive and detail-oriented, which are key traits for a Financial Services Operations Administrator.
✨Showcase Your Organisational Skills
Be prepared to discuss how you manage multiple tasks and prioritise effectively. Think of specific examples from your past experiences where you successfully juggled various responsibilities, as this will highlight your organisational skills and ability to work independently.
✨Communicate Clearly and Confidently
Since the role involves liaising with advisers and responding to client queries, practice articulating your thoughts clearly. Use concise language and be ready to explain complex concepts in simple terms. This will showcase your communication skills and your ability to interact professionally with clients.
✨Demonstrate Team Spirit
As the position requires supporting and training Junior Administrators, think about how you can convey your team-oriented approach. Share examples of how you’ve collaborated with others in the past and how you’ve contributed to a positive team environment, as this will resonate well with the interviewers.
