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- Tasks: Support financial advisers with client communications and documentation.
- Company: Join a well-established Wealth Management firm in Bolton.
- Benefits: Enjoy bonuses, health programmes, and social events.
- Why this job: Be part of a dynamic team that values client service and operational efficiency.
- Qualifications: Previous admin experience in Financial Services preferred; GCSE required.
- Other info: Full-time role with a supportive work environment.
The predicted salary is between 20000 - 26000 £ per year.
A well-established Wealth Management firm based in Bolton is seeking a proactive and detail-oriented Financial Services Administrator to join their growing team. This is an exciting opportunity to work within a dynamic and supportive environment, providing vital administrative support to financial advisers and ensuring a smooth client experience.
About the Role:
As a Financial Services Administrator, you will support advisers by managing client communications, preparing documentation, and ensuring that all regulatory requirements are met. You will play a key role in maintaining high standards of client service and operational efficiency.
Key Responsibilities:
- Liaising with clients and providers, handling queries, booking review meetings, and following up on outstanding information.
- Preparing client files including compliance documentation, research, and illustrations.
- Maintaining accurate client records and preparing portfolio valuations as requested.
- Processing new business applications, fund switches, and ensuring all post-sale documentation is complete.
- Supporting the end-to-end business process in line with regulatory and company standards.
- Contributing to regular team meetings and maintaining a high standard of professionalism.
What We’re Looking For:
- Previous administration experience within Financial Services is highly preferred (IFA and/or SJP experience advantageous).
- A strong interest in Financial Services and Wealth Management.
- Excellent interpersonal skills, with the ability to build strong client relationships both in person and over the phone.
- High attention to detail and strong organisational and time management skills.
- Confident using Microsoft Office (Word, Excel, Outlook, PowerPoint) and CRM systems (experience with Salesforce a plus).
- A positive, team-oriented approach with the ability to adapt to change and solve problems creatively.
Benefits:
- Company pension scheme
- Health and wellbeing programme
- Free on-site parking
- Company events and social activities
- Loyalty and performance bonuses
Requirements:
- GCSE or equivalent education (required)
- Full UK Driving Licence (required)
- English language proficiency
- Ability to reliably commute or relocate to Bolton
Financial Services Administrator employer: mbf
Contact Detail:
mbf 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, especially wealth management. Understanding key concepts and current trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with people who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and Word, as these are essential for the role. Consider taking a short course or watching tutorials to enhance your proficiency.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios in financial administration. Think about how you would handle client queries or manage documentation effectively.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any previous roles where you managed client communications or prepared documentation, as these are key responsibilities for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interest in financial services and wealth management. Mention specific skills that align with the job description, such as attention to detail and organisational skills, and explain how they will benefit the team.
Highlight Relevant Skills: In your application, clearly outline your proficiency with Microsoft Office and any CRM systems you've used, particularly Salesforce. This will demonstrate your readiness to handle the technical aspects of the role.
Showcase Your Interpersonal Skills: Since the role requires excellent interpersonal skills, include examples of how you've successfully built client relationships in past positions. This could be through direct communication or teamwork, which is essential for maintaining high standards of client service.
How to prepare for a job interview at mbf
✨Showcase Your Administration Experience
Make sure to highlight any previous administration experience you have, especially within Financial Services. Be prepared to discuss specific tasks you've handled and how they relate to the responsibilities of a Financial Services Administrator.
✨Demonstrate Attention to Detail
Since this role requires high attention to detail, be ready to provide examples of how you've ensured accuracy in your past work. You might mention how you managed client records or prepared compliance documentation without errors.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle client communications and queries. Think of scenarios where you successfully resolved issues or built strong relationships with clients, as this will show your interpersonal skills.
✨Familiarise Yourself with Relevant Software
Brush up on your knowledge of Microsoft Office and any CRM systems you’ve used, particularly Salesforce. Being able to discuss your proficiency with these tools will demonstrate your readiness for the role.
