At a Glance
- Tasks: Support Financial Advisors and assist clients with queries on mortgages, pensions, and investments.
- Company: Join a growing Independent Financial Planning Services firm in Swindon.
- Benefits: Competitive salary, full-time hours, and a supportive team environment.
- Other info: Office-based role with regular working hours, perfect for those who thrive in a collaborative setting.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in Financial Services administration is essential; strong communication skills are a must.
The predicted salary is between 25000 - 30000 € per year.
£25,000pa - £30,000pa depending on experience
Swindon - Office based
Full-time, Permanent
Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you!
My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Swindon. Working in collaboration with the team, you will provide administration support to the Financial Advisors, and become a point of contact for clients, answering their queries around mortgages, pensions, investments and protection.
Responsibilities
- Submit applications to providers
- Prepare paperwork for client meetings
- Update the in-house CRM system
- Liaise with providers by phone and email
- Liaise with clients by phone and email
- Using the quotation system for in-house services
- Provide Advisors with template letters for completion
- Submit online applications
- Producing reports
Person Specification
- Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage, investment, pension, or similar sector, or as an IFA Administrator
- Ability to manage own time and take initiative to search out solutions
- Excellent communication skills
- Good computer knowledge and ability to work with Microsoft Word and Excel
- Ability to build rapport with clients
Working hours for this role are Monday - Friday 8.30 am - 4.30 pm OR 9.00 am - 5.00 pm and it is a fully office-based role - please do not apply if you are looking for hybrid working.
Administrator - Financial Services Sector employer: CMD Recruitment
Join a dynamic and supportive team in Swindon, where your expertise as an Administrator in the Financial Services sector will be valued and nurtured. Our company fosters a collaborative work culture that prioritises employee growth, offering opportunities for professional development and advancement within a thriving organisation. Enjoy a competitive salary and the chance to make a meaningful impact while working closely with Financial Advisors and clients in a rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Financial Services Sector
✨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 common questions specific to financial services administration. Think about your past experiences and how they relate to the role. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and shows you’re genuinely interested.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a leg up. Plus, it’s super easy to navigate and find the right fit for you!
We think you need these skills to ace Administrator - Financial Services Sector
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in the Financial Services sector. We want to see how your previous roles as an IFA, Pension, or Mortgage Administrator have prepared you for this position.
Show Off Your Skills:In your application, emphasise your communication skills and ability to manage your time effectively. We’re looking for someone who can build rapport with clients and work well with our team.
Be Clear and Concise:When writing your cover letter, keep it straightforward. We appreciate clarity, so make sure you explain why you’re a great fit for the role without rambling on.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your application.
How to prepare for a job interview at CMD Recruitment
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of the financial services sector, especially if you've worked as an IFA, Pension, Investment, or Mortgage Administrator before. Be ready to discuss specific products and services, as well as any recent changes in regulations that might affect your role.
✨Showcase Your Admin Skills
Prepare examples of how you've successfully managed administrative tasks in previous roles. Highlight your experience with CRM systems, preparing paperwork, and liaising with clients and providers. This will demonstrate your ability to handle the responsibilities outlined in the job description.
✨Practice Your Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and confidently. You might be asked to explain complex financial concepts, so being able to simplify these for clients will show your capability and understanding.
✨Demonstrate Initiative and Problem-Solving
Think of instances where you've taken the initiative to solve problems or improve processes in your previous roles. This will show that you can manage your time effectively and are proactive in seeking solutions, which is crucial for supporting Financial Advisors.
