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- Tasks: Manage client cases and support financial advisers in a dynamic environment.
- Company: People-focused financial planning practice in the heart of London.
- Benefits: Competitive salary, performance bonus, and hybrid working options.
- Other info: Exciting career growth opportunities in a collaborative setting.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 26000 - 30000 £ per year.
This is an opportunity to join a growing, people-focused financial planning practice during an exciting phase of expansion. The team supports professionals and families across the UK with personalised, long-term financial planning, and this role sits at the centre of the operational engine that makes that possible. You will be part of a small, collaborative team that values clarity, accuracy and exceptional client service. If you want to help build and improve systems rather than simply maintain them, this role offers exactly that.
This is not a traditional back-office admin role. You will work closely with advisers and the operations team, managing real client workflows from start to finish. From day one, you will handle case management, produce client documentation, maintain CRM records, and act as a key point of contact behind the scenes. As the business grows, your responsibilities and development opportunities grow with it whether that’s towards practice management, paraplanning or even advisory pathways.
What You Will Do:
- Manage client cases
Financial Services Administrator employer: Achieve Recruitment
Contact Detail:
Achieve Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, attend industry events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and thinking about how your skills align with their needs. Show them you’re not just another candidate, but the perfect fit for their team!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. We suggest mentioning something specific from your conversation to show you were engaged and genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Services Administrator role. Highlight any relevant experience in client management or operational support to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re excited about this opportunity and how your background makes you a great match for our team. Be genuine and let your personality come through.
Showcase Your Attention to Detail: In a role that values clarity and accuracy, it’s crucial to demonstrate your attention to detail. Double-check your application for typos and ensure all information is correct before hitting send. We appreciate thoroughness!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Achieve Recruitment
✨Know Your Financial Services
Make sure you brush up on the basics of financial services and the specific role of a Financial Services Administrator. Understand how client workflows operate and be ready to discuss how you can contribute to improving these processes.
✨Showcase Your Team Spirit
Since this role is all about collaboration, be prepared to share examples of how you've worked effectively in a team. Highlight your communication skills and how you value clarity and accuracy in your work.
✨Demonstrate Your Problem-Solving Skills
Think of instances where you've had to tackle challenges or improve systems in previous roles. Be ready to explain your thought process and how you approached these situations, as this will show your proactive attitude.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s growth plans and how the role fits into that vision. This shows your genuine interest in the position and helps you understand if it’s the right fit for you.