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- Tasks: Join us as a Financial Services Administrator, supporting clients and managing financial documentation.
- Company: Be part of a respected firm 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 in a collaborative, client-focused environment with a strong team culture.
- Qualifications: Previous experience in financial services is a plus, but strong organisational skills are key for entry-level candidates.
- Other info: Must have access to a vehicle for commuting to the rural office four days a week.
The predicted salary is between 30000 - 40000 £ per year.
Up to £40k DOE | Flexible Working | Cirencester
Is this the role you are looking for If so read on for more details, and make sure to apply today.
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 Financial Services 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 Financial Services 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 Financial Services 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
Your benefits:
- Hybrid Working
- 25 Days Holiday Plus Bank Holidays
- Standard Auto-Enrolment Pension
- 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
Financial Services 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 Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial services sector, especially focusing on client onboarding and portfolio management. Understanding these processes will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work in administrative roles. Engaging with them can provide insights into the day-to-day responsibilities and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail in detail. Think of specific examples from your past experiences where you successfully managed client data or improved administrative processes, as these are key attributes for this role.
✨Tip Number 4
Research the company’s values and culture, especially their focus on client relationships and service quality. Being able to articulate how your personal values align with theirs can set you apart from other candidates during the interview.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any roles where you've demonstrated strong organisational skills and attention to detail, as these are key for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the company's values. Mention how your skills align with their focus on client service and long-term relationships.
Highlight Relevant Skills: In your application, specifically mention skills such as client communication, document management, and any experience with financial planning or portfolio management. This will show you understand the responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for a Financial Services Administrator.
How to prepare for a job interview at Cathedral Appointments | B Corp™
✨Showcase Your Attention to Detail
Given the emphasis on meticulousness in this role, be prepared to discuss specific examples from your past experiences where your attention to detail made a significant impact. This could be in previous jobs or even during your studies.
✨Demonstrate Client-Facing Skills
As this is a client-facing position, practice articulating how you handle client communications. Share instances where you provided exceptional service or resolved issues effectively, showcasing your strong service-first attitude.
✨Familiarise Yourself with Financial Processes
Even if you're new to financial services, do some research on common administrative processes in the industry. Being able to speak knowledgeably about client onboarding and portfolio management will impress your interviewers.
✨Prepare Questions About Career Progression
Since the company values long-term career development, prepare thoughtful questions about growth opportunities within the firm. This shows your ambition and interest in building a future with them.
