Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as a Financial Services 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, a collaborative culture, and the chance to make a real impact.
- Qualifications: Previous experience in financial services is a plus; strong organisational skills are essential for entry-level candidates.
- 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.
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 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 industry, especially focusing on client onboarding and portfolio management. Understanding these processes will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, 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.
✨Tip Number 4
Research the company’s values and culture, as they emphasise a collaborative and client-focused environment. Being able to articulate how your personal values align with theirs can set you apart from other candidates.
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 your organisational skills, attention to detail, and any client-facing roles you've held.
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 service quality and long-term client relationships.
Highlight Relevant Skills: In your application, specifically mention skills such as client communication, document management, and any experience with portfolio management. Use examples to demonstrate your capabilities.
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 this role.
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 include instances of managing client data or ensuring compliance in documentation.
✨Demonstrate Client-Facing Skills
As this position involves direct communication with clients, highlight your previous experiences in customer service or client interactions. Share anecdotes that illustrate your ability to handle inquiries professionally and provide exceptional service.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-life situations in the role. Think about potential challenges you might face as a Financial Services Administrator and prepare thoughtful responses that demonstrate your problem-solving skills and adaptability.
✨Express Your Career Ambitions
The company values long-term career development, so be sure to articulate your career goals and how they align with the opportunities available within the firm. Show enthusiasm for growth and learning within the financial services sector.
