Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners with admin duties and ensure a smooth client experience.
- Company: Join a well-established financial services firm in Altrincham, known for its supportive culture.
- Benefits: Enjoy a competitive salary, flexible hours, 26 days holiday, and private medical insurance.
- Why this job: Kickstart your career in finance with professional development and a collaborative team environment.
- Qualifications: No prior experience needed; just bring attention to detail and strong organisational skills.
- Other info: Flexible office hours and study support for relevant qualifications are included.
The predicted salary is between 24000 - 26000 £ per year.
Location: Altrincham (Office-Based)
Salary: £24,000 - £26,000 (DOE)
Working Hours: Flexible - Core hours between 8am-5pm
We are currently working with a well-established and highly regarded financial services firm based in Altrincham, who are looking to recruit an Entry-Level Financial Services Administrator to join their growing team. This is a fantastic opportunity for someone with an interest in financial services and a keen eye for detail to kickstart their career in a professional and supportive environment.
About the Role:
The successful candidate will support the firm's Financial Planners with a range of administrative duties, playing a key role in ensuring a smooth client experience. You’ll be responsible for updating client records, processing documentation, and liaising with providers and internal teams to support the financial planning process.
Key Responsibilities:
- Provide administrative support to Financial Planners and the wider support team
- Assist with preparing valuations and documentation for client meetings
- Liaise with clients, providers, and internal stakeholders to gather and manage information
- Process new business applications, withdrawals, switches, and other client servicing tasks
- Maintain accurate and compliant client records and files
- Ensure client communications are handled professionally and promptly
Ideal Candidate:
- Some knowledge of or exposure to financial services is advantageous, but not essential
- Strong attention to detail and excellent organisational skills
- Confident IT user (Microsoft Office, CRM systems)
- Proactive, with the ability to prioritise and manage multiple tasks
- A strong team player with good communication skills and a professional manner
Benefits:
- Competitive salary of £24,000 - £26,000
- 26 days holiday (including 3 days between Christmas and New Year), increasing with length of service
- Private Medical Insurance
- Group Personal Pension (via salary sacrifice)
- Death in Service & Income Protection
- Study support for relevant professional qualifications, including financial assistance and study leave
- Recognition and rewards for professional development (Diploma/Advanced Diploma)
- Perkbox - peer-to-peer recognition platform with access to discounts and perks
Working Hours: Office-based role with flexible start and finish times, either 8-4 or 9-5
If you’re looking to launch your career in financial services within a supportive and professional environment, we’d love to hear from you. To apply or find out more, please get in touch today.
Graduate / Entry level Financial Services Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate / Entry level Financial Services Administrator
✨Tip Number 1
Research the company thoroughly before your interview. Understand their services, values, and recent news. This will not only help you answer questions but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry. Attend local events or join online forums to connect with people who can provide insights or even refer you to opportunities within the firm.
✨Tip Number 3
Prepare specific examples of how your skills align with the job requirements. Think about times when you've demonstrated attention to detail or effective communication, as these are key traits for this role.
✨Tip Number 4
Practice common interview questions related to financial services and administrative roles. 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 Graduate / Entry level Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience or skills related to financial services. Emphasise your attention to detail and organisational skills, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interest in financial services and explains why you would be a great fit for the team. Mention any relevant coursework or experiences that demonstrate your proactive nature and communication skills.
Highlight Relevant Skills: In your application, specifically mention your IT proficiency, especially with Microsoft Office and CRM systems. This will show that you are ready to handle the administrative tasks required in the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this position.
How to prepare for a job interview at mbf
✨Research the Company
Before your interview, take some time to learn about the financial services firm. Understand their values, services, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Highlight Your Attention to Detail
As an Entry-Level Financial Services Administrator, attention to detail is crucial. Be prepared to discuss examples from your past experiences where your meticulous nature made a difference, whether in school projects or previous jobs.
✨Demonstrate Your IT Skills
Since the role requires confident use of Microsoft Office and CRM systems, be ready to talk about your proficiency with these tools. If you have any specific examples of how you've used them effectively, share those during the interview.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the team dynamics, company culture, and opportunities for professional development. This shows that you're proactive and genuinely interested in the position.
