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For Companies At a Glance
- 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.
Role: Business Administrator
Location: City of London | Monday-Friday, 9am-5pm Hybrid working available
Salary: £26,000 - £30,000 + performance bonus
ABOUT THE ROLE
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’ll 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.
THE OPPORTUNITY
This is not a traditional back-office admin role. You’ll work closely with advisers and the operations team, managing real client workflows from start to finish. From day one, you’ll 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
Day-to-day operations Manage client cases ...
Financial Services Administrator in London employer: Achieve Recruitment
Contact Detail:
Achieve Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in London
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, attend industry events, and connect with professionals 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 the role of a Financial Services Administrator. Show them you’re not just another candidate, but the perfect fit!
✨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 remind them why you’re the right choice for their team.
✨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 familiar names pop up when we’re reviewing candidates!
We think you need these skills to ace Financial Services Administrator in London
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. Keep it personal and engaging!
Showcase Your Attention to Detail: In a role where clarity and accuracy are key, make sure your application is free from typos and errors. A polished application shows us you care about quality and professionalism.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Achieve Recruitment
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Financial Services Administrator role. Familiarise yourself with the key responsibilities like case management and client documentation. This will help you demonstrate how your skills align with what they’re looking for.
✨Showcase Your Team Spirit
Since this role is part of a small, collaborative team, be ready to discuss your experiences working in teams. Share examples of how you've contributed to team success and how you value clarity and exceptional client service. This will show that you’re a great fit for their culture.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview. Inquire about their approach to financial planning or how they support professional development within the team. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Demonstrate Your Problem-Solving Skills
Be prepared to discuss specific challenges you've faced in previous roles and how you overcame them. Highlight your ability to build and improve systems, as this aligns perfectly with what they’re looking for in a candidate who wants to contribute to their growth.