Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners by managing appointments, documentation, and client recommendations.
- Company: Join a dynamic team in the financial services sector.
- Benefits: Competitive salary, career growth, and a supportive work environment.
- Other info: Be part of a collaborative team where your attention to detail matters.
- Why this job: Make a real impact in finance while developing your skills in a fast-paced setting.
- Qualifications: 1-2 years of experience in financial services and strong IT skills.
The predicted salary is between 25000 - 32000 £ per year.
My client is now looking for an experienced Financial Services Administrator to join their team. The role would suit someone with a minimum of 1-2 years Financial Services Admin experience, ideally dealing with Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds.
You will be experienced and familiar with a wide variety of financial products as well as regulatory requirements. You will be a proactive candidate who has a “can do” attitude and can work on your own initiative whilst following detailed team processes.
The role will see you supporting financial planners by:
- Setting up appointments
- Preparing valuations and documentation for meetings
- Processing adviser instructions following the meeting
- Keeping the back office system updated
- Maintaining live files and case notes
- Processing client agreed recommendations
You will be IT literate including MS Office and also web savvy to cater for the various online processing portals and tools. This is a fast-paced role working within a busy interdependent team, so a confident and polite communication style is key to keeping colleagues updated as well as reminding and getting clarification on any instructions.
Accuracy and attention to detail within this role are essential as is the ability to work in a team environment. Send your CV now if you feel you fit the bill!
Financial Services Administrator in England employer: Aspire Jobs Limited
Contact Detail:
Aspire Jobs Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. A friendly chat can lead to opportunities that aren’t even advertised yet. Don’t be shy; let them know you’re on the lookout for a Financial Services Administrator role!
✨Tip Number 2
Prepare for those interviews! Research common questions for financial services roles and practice your answers. We all know how important it is to showcase your experience with ISAs, pensions, and other products, so be ready to discuss your knowledge confidently.
✨Tip Number 3
Show off your tech skills! Since being IT literate is key, make sure you’re comfortable with MS Office and any online tools relevant to the role. Maybe even mention a time when you used tech to streamline a process – it’ll impress the hiring team!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative. So, don’t wait around – send us your CV and let’s get you started on this exciting journey!
We think you need these skills to ace Financial Services Administrator in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Financial Services, especially with products like ISAs and Pensions. We want to see how your skills match the role, so don’t be shy about showcasing your relevant experience!
Show Off Your IT Skills: Since being IT literate is key for this role, mention any specific software or tools you’ve used in the past. We love candidates who are web savvy, so if you've navigated online processing portals, let us know!
Be Proactive in Your Cover Letter: Use your cover letter to demonstrate your proactive attitude. Share examples of how you’ve taken initiative in previous roles, especially in fast-paced environments. We’re looking for that ‘can do’ spirit!
Keep It Professional Yet Friendly: When writing your application, maintain a confident and polite tone. Remember, communication is key in our team, so show us your ability to connect well with others while keeping it professional.
How to prepare for a job interview at Aspire Jobs Limited
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like ISAs, pensions, and bonds. Being able to discuss these confidently will show that you’re not just familiar with the terms but can also apply them in real scenarios.
✨Demonstrate Your Attention to Detail
Since accuracy is key in this role, prepare examples from your past experience where your attention to detail made a difference. Whether it was catching an error in documentation or ensuring compliance with regulations, share those stories!
✨Show Off Your IT Skills
Be ready to talk about your proficiency with MS Office and any other relevant software. If you’ve used specific online processing tools, mention them! This will highlight your ability to adapt to the tech side of the job.
✨Communicate Confidently
Practice your communication skills before the interview. Since the role involves liaising with financial planners and clients, being polite yet assertive in your responses will demonstrate that you can handle the fast-paced environment effectively.