Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers by processing new business and preparing client review packs.
- Company: Join a growing Financial Advice business in Grimsby with great career progression opportunities.
- Benefits: Enjoy 25 days holiday, professional exam support, and a day off on your birthday.
- Why this job: This role offers a chance to grow into a Paraplanner or Adviser while gaining valuable experience.
- Qualifications: Experience supporting Financial Advisers is essential; enthusiasm for learning is a plus.
- Other info: Annual salary reviews and in-house training academy to boost your skills.
The predicted salary is between 24000 - 36000 £ per year.
We are working with a growing Financial Advice business who are in need of a Financial Administrator. A Financial Administrator who has experience supporting Financial Advisers, who wants to join a business where they can further their career.
You will:
- Process new business
- Process fund switches and transfers
- Prepare client review packs
- Complete portfolio illustration requests
- Arrange client meetings for Financial Advisers
- Liaise with clients, advisers and 3rd parties and handle queries and requests
If you have this experience and are keen to apply, your benefits will include:
- Professional industry exams paid for and study supported
- 25 days holiday (exc. Bank holidays)
- Holiday Purchase scheme
- In-House Training Academy
- Annual Salary Review
- Day-off on Birthday
- Life Assurance & Pension
- Progression through to Paraplanner & Adviser if desired
Apply now or contact Richard at Recruitment22 for more information.
Contact Detail:
recruitment22 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, services, and recent developments in the financial sector. This will help you tailor your responses and show genuine interest in the role.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 3
Prepare specific examples from your past experience that demonstrate your ability to support Financial Advisers effectively. Highlight your skills in processing new business and handling client queries to make a strong impression.
✨Tip Number 4
Practice common interview questions related to financial administration and client management. Being well-prepared will boost your confidence and help you articulate your thoughts clearly during the interview.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and supporting financial advisers. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in the Financial Administrator position. Mention specific skills and experiences that align with the responsibilities listed in the job description.
Showcase Your Communication Skills: Since the role involves liaising with clients and advisers, emphasise your communication skills in your application. Provide examples of how you've effectively handled queries and requests in previous roles.
Highlight Career Progression Goals: If you're interested in progressing to a Paraplanner or Adviser role, mention this in your application. It shows ambition and aligns with the company's offer of career development opportunities.
How to prepare for a job interview at recruitment22
✨Know Your Financial Terminology
Brush up on key financial terms and concepts relevant to the role. Being able to speak confidently about topics like fund switches, portfolio illustrations, and client reviews will show your expertise and readiness for the position.
✨Demonstrate Your Organisational Skills
As a Financial Administrator, you'll need to manage multiple tasks efficiently. Prepare examples of how you've successfully organised client meetings or handled queries in previous roles to showcase your ability to juggle responsibilities.
✨Prepare Questions for the Interviewer
Show your interest in the company and the role by preparing thoughtful questions. Ask about their training programmes, progression opportunities, or how they support employees in obtaining professional qualifications.
✨Highlight Your Communication Skills
Effective communication is key in this role. Be ready to discuss how you've liaised with clients, advisers, and third parties in the past, and provide examples of how you resolved any challenges that arose during those interactions.
