Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Independent Financial Advisers with admin tasks and client communication.
- Company: Join a top 50 financial advisory firm with a vibrant culture.
- Benefits: Enjoy 25 days holiday, private medical insurance, and a pension contribution.
- Other info: Be part of a supportive team that values your development.
- Why this job: Accelerate your career in a dynamic environment focused on teamwork and growth.
- Qualifications: 1 year of admin or financial services experience required.
The predicted salary is between 30000 - 42000 £ per year.
****No Recruiters Please****
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
Why chose Continuum?
We build relationships that last a lifetime with our clients, but also with our staff so that we become their ‘Home for Life\’ We are proud of the company culture we have built in making sure that we deliver to our clients, our staff and our partners, which has created an exciting high performance growth business which is now in the Top 50 Financial Advisory business in the UK.
Our focus on collaborative team-work and development means that you will accelerate your own learning so please invest in your future with Continuum.
Benefits
- 25 days holiday (plus bank holidays)
- 3% employer pension contribution
- Group Death in Service
- Private Medical Insurance
The Role
This is a varied role for an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging role. As an administrator at Continuum, your main role will be to support a number of Independent Financial Advisers with their report writing, information gathering and accurately recording financial information. You will have excellent telephone skills and at least 1 years Administration or Financial Services experience.
Key Responsibilities & Accountabilities
· Provide admin support to Independent Financial Advisers across the business.
· Manage and input accurate client records on internal CRM systems.
· Deal with client enquiries via the telephone for both new and existing clients.
· Regular use of Excel for monitoring of financial data.
· Liaise with External providers to obtain client information and issue appropriate communication to Advisers.
· Organise client review meetings and prepare reports.
· Other general administrative duties as required, such as dealing with post and meet and greet visitors to the office.
What we are looking for
· A minimum of 1 year experience in Administration or a financial services environment is essential.
· You will be prepared to learn and develop and assist wherever necessary.
· A high level of organisational skills will be needed to manage the needs of the advisers, clients and daily tasks within the role.
· You must be a good communicator, face to face, via telephone and online, always displaying a professional approach, & you’ll demonstrate the confidence to deal with the general public and Advisers.
· You’ll be proactive and able to work on your own initiative.
· An extremely high level of attention to detail and accuracy is essential.
· You’ll be IT literate, with the ability to pick up new systems very quickly and already have a good knowledge of MS Office, Gmail and Excel.
How to apply
Please provide a copy of your C.V along with a covering letter on email to abbie@mycontinuum.co.uk detailing why you would be suitable for the role along with your experience.
Financial Services Administrator employer: Continuum (Financial Services) LLP
Contact Detail:
Continuum (Financial Services) LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry on LinkedIn or at local events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching Continuum and understanding their culture. Show them you’re not just another candidate; you’re genuinely interested in being part of their 'Home for Life'.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with clients and advisers, being articulate and confident is key. Role-play common scenarios with a friend to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Continuum.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Craft a Tailored CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience, especially any admin or financial services background, and don’t forget to showcase your organisational skills!
Write a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for Continuum. Mention specific experiences that align with the job description and show your enthusiasm for the role.
Show Off Your Communication Skills: Since this role involves dealing with clients and advisers, make sure your application reflects your excellent communication skills. Use clear and professional language, and don’t shy away from showing your personality!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s a great way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at Continuum (Financial Services) LLP
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial services and administration. Familiarise yourself with common terms and processes, as well as the specific responsibilities mentioned in the job description. This will show that you're genuinely interested and prepared.
✨Showcase Your Organisational Skills
Since the role requires a high level of organisation, be ready to discuss how you've managed multiple tasks in previous roles. Prepare examples that highlight your ability to prioritise and keep track of important details, especially when supporting advisers or handling client records.
✨Practice Your Communication
As a Financial Services Administrator, you'll need excellent communication skills. Practice answering common interview questions clearly and confidently. You might even want to do a mock interview with a friend to get comfortable speaking about your experience and how you can contribute to the team.
✨Demonstrate Your Proactivity
The job calls for someone who can take initiative. Think of instances where you've gone above and beyond in your previous roles. Be ready to share these stories during the interview to illustrate your proactive nature and willingness to learn and develop.