Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as a Finance Administrator, supporting clients and managing financial documentation.
- Company: We're a respected firm in Cirencester, known for exceptional financial planning and client relationships.
- Benefits: Enjoy flexible working, 25 days holiday, private medical insurance, and a dog-friendly office.
- Why this job: This role offers career progression, client interaction, and a collaborative team culture.
- Qualifications: Previous experience in finance is great, but strong organisational skills and a positive attitude are key.
- Other info: Must have access to a vehicle for commuting to the office four days a week.
The predicted salary is between 30000 - 40000 £ per year.
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Cathedral Appointments | B Corp
Specialist Recruiter | HR, Marketing, Business Support & Financial Services | 14+ Years in the South West
Up to £40k DOE | Flexible Working | Cirencester
Our client, an established and highly respected firm, is known for delivering outstanding financial planning and wealth management services to a small, select client base. With a strong reputation for attention to detail, service quality, and long-term client relationships, the business offers genuine career progression opportunities. Their team is collaborative, client-focused, and forward-thinking, with a 3–5-year development plan for ambitious individuals looking to grow within the financial services sector.
The Role:
An exciting opportunity has arisen for a Finance Administrator to join the team at their rural Cirencester office. This is a client-facing role that requires exceptional organisation, responsiveness, and a high standard of service delivery. The successful candidate will provide administrative support across financial planning and portfolio management, while also being part of a progressive environment where long-term career development is a core focus.
This role offers Full-Time, Monday to Friday, 9 AM – 5 PM
Working from home on Fridays
Due to the rural location, you must have access to a vehicle to attend the office 4 days a week.
Responsibilities for the Finance Administrator include:
- Support client onboarding and administration processes, ensuring documentation is accurate, compliant, and efficiently managed
- Handle day-to-day client communications, answering calls promptly and providing a first-class service at all times
- Assist financial planners with portfolio management, fund movements, and record-keeping
- Continuously improve and refine administrative processes to support business growth and client satisfaction
Requirements of the Finance Administrator include:
- Previous experience in financial services administration is desirable; alternatively, a graduate/entry-level candidate with strong organisational skills will be considered
- Meticulous attention to detail, with the ability to manage client data and financial Documentation accurately
- Confident communicator with excellent client-facing skills and a strong service-first attitude
- Hybrid Working
- Private Medical Insurance
- Dog-friendly offices with free onsite parking and a friendly, close-knit team culture.
If you are a motivated and detail-oriented individual seeking a long-term career in financial services, this role offers the perfect blend of responsibility, progression, and client interaction. Apply today to take the next step in your career.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Charlotte Coke
Ref: 10968
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative and Finance
-
Industries
Financial Services and Professional Services
Referrals increase your chances of interviewing at Cathedral Appointments | B Corp by 2x
Get notified about new Finance Administrator jobs in Cirencester, England, United Kingdom.
Finance Operations Administrator – Accounts Payable
Cirencester, England, United Kingdom 2 days ago
Grove, England, United Kingdom 1 week ago
Swindon, England, United Kingdom 3 weeks ago
Chipping Sodbury, England, United Kingdom 3 weeks ago
DIVISIONAL FINANCE MANAGER / MANAGEMENT ACCOUNTANT
Knockdown, England, United Kingdom 2 weeks ago
Swindon, England, United Kingdom 2 weeks ago
Wantage, England, United Kingdom 1 week ago
Swindon, England, United Kingdom 1 week ago
Cirencester, England, United Kingdom 2 weeks ago
Gloucester, England, United Kingdom 2 days ago
Gloucester, England, United Kingdom 3 months ago
Cambridge, England, United Kingdom 1 month ago
Wantage, England, United Kingdom 1 week ago
Minchinhampton, England, United Kingdom 5 days ago
Whitley, England, United Kingdom 2 weeks ago
Stroud, England, United Kingdom 1 week ago
Corsham, England, United Kingdom 6 days ago
Assistant Finance Manager (Maternity Cover)
Witney, England, United Kingdom 2 weeks ago
Cirencester, England, United Kingdom 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Finance Administrator employer: Cathedral Appointments | B Corp™
Contact Detail:
Cathedral Appointments | B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Familiarise yourself with the financial services sector, especially focusing on client onboarding and administration processes. Understanding these areas will help you demonstrate your knowledge during interviews and show that you're ready to hit the ground running.
✨Tip Number 2
Highlight your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will be crucial for a role that requires meticulous attention to detail and efficient management of client data.
✨Tip Number 3
Practice your communication skills, particularly in a client-facing context. Being able to convey information clearly and confidently will set you apart, especially since this role involves handling day-to-day client communications.
✨Tip Number 4
Research the company’s values and culture to align your responses during the interview. Showing that you understand their commitment to service quality and long-term client relationships can make a strong impression.
We think you need these skills to ace Finance Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise your organisational skills and any client-facing roles you've held, as these are crucial for the Finance Administrator position.
Craft a Strong Cover Letter: Write a cover letter that showcases your attention to detail and service-first attitude. Mention specific examples of how you've provided excellent client service in previous roles or during your studies.
Highlight Relevant Skills: In your application, clearly outline your skills that align with the job requirements, such as meticulous attention to detail, communication abilities, and experience with administrative processes. Use bullet points for clarity.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Cathedral Appointments | B Corp™
✨Showcase Your Attention to Detail
As a Finance Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Client-Facing Skills
Since this role involves direct client communication, practice articulating how you handle client interactions. Share instances where you provided exceptional service or resolved client issues effectively.
✨Highlight Organisational Abilities
The job requires strong organisational skills. Prepare to explain how you manage multiple tasks and prioritise effectively, perhaps by using tools or methods that have worked for you in the past.
✨Research the Company Culture
Understanding the company's values and culture can give you an edge. Familiarise yourself with their approach to client relationships and team collaboration, and be ready to express how you align with these values.
