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- Tasks: Support Financial Advisors and assist clients with queries on financial services.
- Company: Growing organisation in the Financial Services sector based in Swindon.
- Benefits: Competitive salary, full-time hours, and a supportive team environment.
- Other info: Office-based role with set working hours, ideal for proactive individuals.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and strong communication skills required.
The predicted salary is between 27500 - 27500 £ 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
- 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.
Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful.
Administrator - Financial Services Sector in Swindon employer: CMD Recruitment
Contact Detail:
CMD Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Financial Services Sector in Swindon
✨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. Think about your past experiences and how they relate to the role. We want you to shine when you get that interview call!
✨Tip Number 3
Showcase your skills! If you’ve got experience with CRM systems or Microsoft Office, be ready to discuss how you’ve used these tools effectively in previous roles. This will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love hearing from enthusiastic candidates like you who are eager to join our growing team!
We think you need these skills to ace Administrator - Financial Services Sector in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Administrator in the Financial Services sector. Highlight your relevant experience, especially if you've worked as an IFA, Pension, Investment, or Mortgage Administrator before. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your previous experience makes you a great fit. Keep it concise but engaging – we love a bit of personality!
Show Off Your Communication Skills: Since you'll be liaising with clients and providers, it's crucial to demonstrate your excellent communication skills. Whether it's in your CV or cover letter, make sure to showcase examples where you've effectively communicated in a professional setting.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at CMD Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services sector. Familiarise yourself with common terms and processes related to mortgages, pensions, and investments. This will not only help you answer questions confidently but also show your enthusiasm for the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles as an IFA, Pension, or Investment Administrator. Think about challenges you faced and how you overcame them. This will demonstrate your problem-solving skills and ability to manage your time effectively.
✨Practice Communication Skills
Since you'll be liaising with clients and advisors, practice clear and concise communication. You might want to role-play common scenarios with a friend or family member to get comfortable with answering queries and providing information.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for CRM, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.