At a Glance
- Tasks: Support financial advisers and manage client documentation in a busy team.
- Company: Respected financial services organisation with a professional environment.
- Benefits: Earn £15.60 - £20.00 per hour, enjoy holiday pay, and free parking.
- Other info: 4pm finish every Friday and potential for permanent position.
- Why this job: Join a dynamic team and gain valuable experience in financial services.
- Qualifications: Previous admin experience in financial services and strong attention to detail.
The predicted salary is between 15.6 - 20 £ per hour.
Administrator – Plymouth – Temporary Assignment
Rate: £15.60 - £20.00 per hour + Holiday Pay
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 will 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
- 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
- £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 (Financial Services) in Plymouth employer: Carrington Wood
Join a respected financial services organisation in Plymouth, where you will thrive in a supportive and professional environment. Enjoy a competitive hourly rate, free on-site parking, and a 4pm finish every Friday, all while contributing to a team that values accuracy and compliance. With opportunities for immediate start and potential permanent placement, this role is perfect for those seeking meaningful employment and career growth in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator (Financial Services) 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 opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and regulatory processes. Be ready to discuss how your previous experience aligns with the requirements of the role. Confidence is key, so practice makes perfect!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the position.
✨Tip Number 4
Apply through our website for a smoother process! We’ve got all the tools to help you land that Administrator role. Plus, it’s a great way to ensure your application gets the attention it deserves. Let’s get you that job!
We think you need these skills to ace Administrator (Financial Services) in Plymouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in Financial Services. We want to see how your previous roles relate to the responsibilities listed in the job description, so don’t hold back on showcasing your relevant skills!
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 Administrator role. We love seeing enthusiasm and a clear understanding of what the job entails, so let your personality come through.
Be Detail-Oriented:Since attention to detail is key in this role, make sure your application is free from typos and errors. We appreciate a polished application that reflects your organisational skills right from the start!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our team!
How to prepare for a job interview at Carrington Wood
✨Know Your Financial Services Stuff
Brush up on your knowledge of financial services, especially areas like Financial Planning and Compliance. Be ready to discuss your previous experience in these fields and how it relates to the role. This shows you’re not just a good administrator but also understand the industry.
✨Show Off Your Organisational Skills
Prepare examples that highlight your organisational and time management skills. Think of specific situations where you successfully managed multiple tasks or projects. This will demonstrate your ability to thrive in a busy team environment, which is crucial for this role.
✨Be Ready for Compliance Questions
Since this role involves dealing with regulatory requirements, expect questions about compliance processes. Familiarise yourself with FCA regulations and be prepared to explain how you’ve ensured compliance in your past roles. This will show you take the responsibilities seriously.
✨Practice Your Communication Skills
As communication is key in this role, practice articulating your thoughts clearly and confidently. You might be asked to explain complex information simply, so think about how you can convey your ideas effectively. Good communication can set you apart from other candidates.
