At a Glance
- Tasks: Handle admin tasks, support sales, and assist clients in a friendly office.
- Company: Join a close-knit, independent financial advisory firm in Bootle.
- Benefits: Competitive pay, supportive team, and training for career growth.
- Other info: Work three days a week with a collaborative culture.
- Why this job: Perfect for detail-oriented individuals wanting to kickstart a finance career.
- Qualifications: GCSE Maths Grade 5 or above and a keen interest in finance.
DCT Recruitment are looking for a Permanent Financial Services Admin & Customer Services Assistant to work in our ever-growing Financial advisory office in Bootle 3 days per week (9am–5pm). Wednesday would be a required working day. Pay: £15-£17 P/H experience dependent.
Opportunity to work for a close-knit, independently run financial advisory company looking for a motivated Financial Services Admin & Sales Assistant to join the team for 3 days per week (9am–5pm). This is a fantastic opportunity for someone who enjoys numbers, has strong attention to detail, and wants to build a long-term career in finance, pensions, and wealth management.
What You’ll Be Doing
- General office administration including document handling, client correspondence, and data entry
- Sales support tasks such as preparing client packs and assisting advisers with follow-ups
- Maintaining accurate records in line with GDPR requirements
- Using Microsoft Office for day-to-day tasks
- Supporting a small, friendly team and contributing to a positive office environment
- Assisting clients both via telephone and in person
What We’re Looking For
- Interest in finance and pensions with a willingness to learn
- GCSE Maths Grade 5 (C) or above
- Excellent attention to detail and accuracy
- Confident with Microsoft Office and general office duties
- Understanding of GDPR and handling sensitive information
- A proactive, organised team player
- Strong communication skills
- Warm and approachable manner
Why Join the team?
- Independent, supportive company where your contribution genuinely matters
- Close-knit team with a collaborative culture
- Real opportunities to grow into Financial adviser roles
- Training provided
If interested, please email (url removed) or call (phone number removed).
Financial Services Admin & Customer Services Assistant employer: DCT Recruitment
Join a close-knit, independently run financial advisory firm in Bootle, where your contributions truly matter. With a supportive work culture and real opportunities for career growth into financial adviser roles, this position offers a collaborative environment that values attention to detail and a proactive approach. Enjoy the benefits of working three days a week with training provided to help you thrive in the finance, pensions, and wealth management sectors.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Admin & Customer Services Assistant
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like DCT Recruitment often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at DCT Recruitment.
We think you need these skills to ace Financial Services Admin & Customer Services Assistant
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at DCT Recruitment and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at DCT Recruitment. A little light-heartedness can go a long way!
How to prepare for a job interview at DCT Recruitment
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
