Financial Services Administrator — Client & Advisor Support in Swindon

Financial Services Administrator — Client & Advisor Support in Swindon

Swindon Full-Time 25000 - 30000 € / year (est.) No home office possible
CMD Recruitment

At a Glance

  • Tasks: Support Financial Advisors and assist clients with queries on mortgages, pensions, and investments.
  • Company: CMD Recruitment, a leading recruitment agency in the Financial Services sector.
  • Benefits: Competitive salary of £25,000 to £30,000 based on experience.
  • Other info: Office-based role in Swindon with opportunities for career growth.
  • Why this job: Join a dynamic team and make a difference in clients' financial journeys.
  • Qualifications: Previous administration experience in financial services is essential.

The predicted salary is between 25000 - 30000 € per year.

CMD Recruitment is seeking an experienced Administrator for the Financial Services sector. The position is office-based in Swindon and offers a salary between £25,000 and £30,000 depending on experience.

The successful candidate will support Financial Advisors and serve as a client contact, handling queries about mortgages, pensions, investments, and more.

Applicants should have previous administration experience in financial services.

Financial Services Administrator — Client & Advisor Support in Swindon employer: CMD Recruitment

CMD Recruitment is an excellent employer that values its employees by providing a supportive work culture and opportunities for professional growth within the Financial Services sector. Located in Swindon, the company offers competitive salaries and fosters a collaborative environment where team members can thrive while assisting clients with their financial needs.

CMD Recruitment

Contact Detail:

CMD Recruitment Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Services Administrator — Client & Advisor Support in Swindon

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector. We all know that sometimes it’s not just what you know, but who you know that can help you land that perfect role.

Tip Number 2

Prepare for those interviews! Research common questions for Financial Services Administrators and practice your answers. We want you to feel confident when discussing your experience with mortgages, pensions, and investments.

Tip Number 3

Showcase your skills! When you get the chance to meet potential employers, highlight your previous administration experience in financial services. We need to make sure they see how you can support their Financial Advisors effectively.

Tip Number 4

Apply through our website! It’s super easy and ensures your application gets seen by the right people. We’re here to help you every step of the way in landing that dream job!

We think you need these skills to ace Financial Services Administrator — Client & Advisor Support in Swindon

Administration Experience
Client Support
Financial Services Knowledge
Mortgage Knowledge
Pension Knowledge
Investment Knowledge
Communication Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your previous administration experience in financial services. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Services Administrator role. We love seeing enthusiasm and a clear understanding of what the job entails.

Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since you'll be handling client queries in the role!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!

How to prepare for a job interview at CMD Recruitment

Know Your Financial Services

Make sure you brush up on your knowledge of mortgages, pensions, and investments. Being able to discuss these topics confidently will show that you're not just an administrator but someone who understands the financial services landscape.

Showcase Your Administration Skills

Prepare examples from your previous roles where you've excelled in administration tasks. Highlight your organisational skills, attention to detail, and ability to manage multiple queries efficiently—these are crucial for supporting Financial Advisors.

Practice Client Interaction Scenarios

Since you'll be a client contact, think about how you would handle common queries or complaints. Practising these scenarios can help you demonstrate your communication skills and customer service approach during the interview.

Research CMD Recruitment

Familiarise yourself with CMD Recruitment and their values. Understanding their mission and how they operate will allow you to tailor your answers and show that you're genuinely interested in working with them.