At a Glance
- Tasks: Support financial advisers and manage client documentation in a professional environment.
- Company: Respected financial services organisation in Plymouth.
- Benefits: Earn £15.60 - £20.00 per hour, plus holiday pay and free parking.
- Other info: Immediate start available with excellent career growth opportunities.
- Why this job: Join a supportive team with potential for permanent placement and a 4pm finish every Friday.
- Qualifications: Experience in financial services administration and strong attention to detail required.
The predicted salary is between 15.6 - 20 £ per hour.
Location: Plymouth, Devon
Hours: 37 hours per week (4pm finish every Friday)
Start: ASAP
Are you an experienced Administrator who has previously worked within Financial Services and looking for your next opportunity within a professional environment? Our client is seeking an organised and detail-focused administrator to support their busy financial services team on a temporary basis. This is an excellent opportunity for someone with previous experience within Financial Planning, Wealth Management, Banking, Mortgages, Insurance or another FCA-regulated environment. You'll play a key role in ensuring client administration is completed accurately, efficiently and in line with regulatory requirements. There is also the potential for this position to become permanent for the right person.
What You'll Be Doing
- Providing administrative support to Financial Advisers, Paraplanners and the wider team
- Processing new business applications and client documentation
- Preparing suitability packs, review documentation and client correspondence
- Maintaining accurate records across CRM and back-office systems
- Liaising with clients, providers and third-party organisations
- Monitoring outstanding requirements and following up on actions
- Supporting client onboarding and ongoing servicing activities
- Ensuring all documentation is compliant with FCA and company regulatory standards
- Managing confidential client information with professionalism and discretion
- Assisting with general administration and business support duties as required
What We're Looking For
- Previous administration experience within Financial Services, Financial Planning, Wealth Management, Mortgages, Insurance, Banking or another regulated environment
- Strong understanding of compliance and regulatory processes
- Excellent attention to detail and accuracy
- Experience using CRM and financial services back-office systems
- Strong organisational and time management skills
- Confident communication skills, both written and verbal
- Proficiency with Microsoft Office, including Outlook, Word and Excel
- Ability to prioritise workloads and work effectively within a busy team environment
Why You'll Love This Role
- £15.60 - £20.00 per hour + Holiday Pay
- Free private on-site parking
- 37-hour working week
- 4pm finish every Friday
- Immediate start available
- Potential to secure a permanent position
- Opportunity to work within a respected financial services organisation
- Supportive and professional working environment
Apply now for a confidential conversation about this Temporary Administrator opportunity in Plymouth.
Administrator in Plymouth employer: Carrington Wood
Join a respected financial services organisation in Plymouth as an Administrator, where you will thrive in a supportive and professional environment. Enjoy competitive pay rates, free on-site parking, and a 37-hour work week with a 4pm finish every Friday, all while having the potential to secure a permanent position. This role offers excellent opportunities for personal growth and development within a dynamic team dedicated to delivering exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator in Plymouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for an admin role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and regulatory processes. Since this role is all about accuracy and attention to detail, be ready to showcase how you've nailed these in past positions.
✨Tip Number 3
Don’t forget to highlight your CRM and back-office system experience during interviews. These skills are crucial for the role, so make sure we know how you’ve used them to streamline admin tasks in previous jobs.
✨Tip Number 4
Apply through our website for a smoother process! We want to see your application and help you land that temp role in Plymouth. Plus, it’s a great way to get noticed by our team!
We think you need these skills to ace Administrator in Plymouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Administrator role. Highlight your previous experience in Financial Services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your administrative experience and how it relates to the tasks listed in the job description.
Show Off Your Attention to Detail:As an Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Carrington Wood
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services, especially if you've worked in areas like Wealth Management or Banking. Be ready to discuss your previous experience and how it relates to the role, as this will show you're not just a good administrator but also understand the industry.
✨Show Off Your Organisational Skills
Since the job requires strong organisational skills, prepare examples of how you've managed multiple tasks or projects in the past. Think about specific situations where your attention to detail made a difference, and be ready to share these during the interview.
✨Familiarise Yourself with Compliance
Understanding compliance and regulatory processes is key for this role. Brush up on FCA regulations and be prepared to discuss how you've ensured compliance in your previous roles. This will demonstrate that you take these responsibilities seriously.
✨Practice Your Communication Skills
As you'll be liaising with clients and team members, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member to refine your verbal communication skills, ensuring you come across as professional and approachable.
