At a Glance
- Tasks: Handle client communications and support day-to-day admin tasks in a friendly team.
- Company: Join a supportive team at a reputable Financial Services firm.
- Benefits: Enjoy a competitive salary, pension, healthcare, free parking, and career development.
- Other info: Full training provided and a commitment to equality and diversity.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: 3+ years of admin experience, ideally in Financial Services, with strong organisational skills.
The predicted salary is between 27000 - 30000 £ per year.
We are looking for an experienced Administrator to join a friendly team working within Financial Services.
Key responsibilities include:
- Handling client communications and processing new business.
- Support with day-to-day admin.
- Manage diaries and coordinate meetings.
- Prepare client review packs and follow-up actions.
- Liaise with clients and providers.
- Process new business.
- Draft suitability letters and maintain accurate records.
Requirements:
- 3+ years of experience in administration (ideally from Financial Services).
- Highly organised with great attention to detail.
- Confident communicator with a proactive mindset.
- Comfortable using Microsoft Office.
Benefits: competitive salary, pension, BUPA healthcare (after probation), free parking, study support & career development opportunities. Full training will be given within this role.
If you feel this is the position for you, please do not hesitate to apply.
The team at Plum Personnel are totally committed to customer service and the principles of equality and diversity in recruitment and employment.
Financial Services Administrator employer: Broughton Group
Plum Personnel is an excellent employer for those seeking a rewarding career in Financial Services, offering a competitive salary alongside benefits such as BUPA healthcare, pension, and study support. Our supportive work culture prioritises employee growth and development, ensuring that you receive full training and have opportunities to advance your career while working in a friendly team environment in Meriden.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator
✨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.
✨Tip Number 2
Prepare for interviews by practising common questions related to administration and client communication. We recommend role-playing with a friend to boost your confidence!
✨Tip Number 3
Show off your organisational skills! Bring examples of how you've managed diaries or coordinated meetings in the past. This will demonstrate your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we’re always on the lookout for talented individuals like you.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in administration, especially within Financial Services. We want to see how your skills match the job description, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Be sure to mention your organisational skills and proactive mindset, as these are key for the role.
Show Off Your Communication Skills:As a Financial Services Administrator, you'll be handling client communications. Make sure your application reflects your confident communication style. Whether it's in your CV or cover letter, clarity and professionalism are key!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Broughton Group
✨Know Your Financial Services
Brush up on your knowledge of financial services and the specific role of an administrator within this sector. Be prepared to discuss how your previous experience aligns with the responsibilities listed in the job description, such as handling client communications and processing new business.
✨Showcase Your Organisational Skills
Since the role requires great attention to detail and organisation, come ready with examples of how you've successfully managed diaries, coordinated meetings, or prepared client review packs in your past roles. This will demonstrate your ability to handle the day-to-day admin effectively.
✨Communicate Confidently
As a confident communicator, practice articulating your thoughts clearly and concisely. During the interview, make sure to engage with your interviewer by asking questions about the team and their approach to customer service, showing that you’re proactive and interested.
✨Familiarise Yourself with Microsoft Office
Since comfort with Microsoft Office is essential, ensure you're familiar with the tools you'll be using daily. If there are specific tasks mentioned in the job description, like drafting suitability letters, consider preparing a mock example to discuss during the interview.
