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- Tasks: Support clients and Advisors in a fast-paced financial planning environment.
- Company: Join a rapidly growing financial planning business in the heart of Harrogate.
- Benefits: Enjoy flexible part-time hours and a competitive hourly wage of £12.60.
- Why this job: Be part of a close-knit team, enhancing your skills while making a real impact.
- Qualifications: Strong communication, organisation, and Microsoft Office skills are essential.
- Other info: This role is office-based, perfect for those seeking a dynamic work atmosphere.
An exciting opportunity has arisen for a Financial Services Administrator to work within a fast growing, financial planning business in the centre of Harrogate. You will be working in a small, close-knit team to provide efficient and professional support to existing clients and their Advisors. This is a fast-paced work environment, and you will be required to be positive, proactive and maintain high attention to detail whilst under pressure.
Key Responsibilities:
- Preparing and maintaining client files
- Maintain administration systems
- Liaise with Advisor to arrange Client meetings/reviews
- Prepare business documents
- Prepare information/comparisons for analysis by Advisor
- Act as point of contact and deal effectively with queries from clients and other parties
- Making outbound calls to Product Providers requesting and logging information
- Managing inbound phone calls
Essential Skills Required:
- Excellent written communication skills
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Good organisation skills
- Attention to detail
- Manages time effectively with the ability to multi-task
- Keeps calm when faced with conflicting demands and handles these effectively
- Demonstrates a positive attitude at all times
- Works well on own tasks as well as on shared goals as part of a team
- Open to change with a creative approach to problem solving
- Office administration experience
- Excellent face-to-face and telephone client interaction skills and ability to build rapport
This position is office based, part time (21 hours), flexible across the working week. Please apply ASAP via the link or contact Kitty - Unity Resourcing for more info.
Financial Services Administrator employer: Unity Resourcing Ltd
Contact Detail:
Unity Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry and current trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since the role involves a lot of client interaction, being articulate and confident on calls can set you apart from other candidates.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will highlight your ability to handle the fast-paced environment mentioned in the job description.
✨Tip Number 4
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others in the field, which could lead to valuable insights and potential referrals.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in office administration and client interaction. Emphasise your attention to detail and ability to manage multiple tasks, as these are crucial for the Financial Services Administrator role.
Craft a Strong Cover Letter: Write a cover letter that showcases your excellent written communication skills. Mention specific examples of how you've maintained organisation and handled client queries effectively in previous roles.
Highlight Relevant Skills: In your application, clearly outline your proficiency with Microsoft Office tools, especially Excel and Word. Provide examples of how you've used these tools in past positions to support your claims.
Show Enthusiasm: Convey your positive attitude and proactive approach in your application. Companies like this one value candidates who can remain calm under pressure and adapt to changing situations, so make sure to reflect that in your writing.
How to prepare for a job interview at Unity Resourcing Ltd
✨Showcase Your Attention to Detail
As a Financial Services Administrator, attention to detail is crucial. During the interview, provide examples of how you've successfully managed tasks that required precision, such as preparing client files or maintaining administration systems.
✨Demonstrate Your Communication Skills
Excellent written and verbal communication skills are essential for this role. Be prepared to discuss how you've effectively communicated with clients and colleagues in previous positions, and consider practising common interview questions to articulate your thoughts clearly.
✨Highlight Your Organisation and Time Management Skills
This job requires managing multiple tasks simultaneously. Share specific instances where you successfully juggled various responsibilities, especially in a fast-paced environment, to illustrate your ability to stay organised and manage your time effectively.
✨Exude Positivity and Proactivity
A positive attitude is key in a close-knit team. During the interview, convey your enthusiasm for the role and share examples of how you've taken initiative in past roles, whether it was solving a problem creatively or supporting a team member.
