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- Tasks: Support advisers and clients with administration, compliance, and policy processing.
- Company: Join Peter Harding Wealth Management, a client-focused financial planning firm.
- Benefits: Gain hands-on experience, develop skills, and enjoy a supportive team culture.
- Why this job: Make a real impact on client satisfaction while growing your career in finance.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Opportunities for learning and career progression in a collaborative environment.
The predicted salary is between 28800 - 48000 £ per year.
Want a role where your work really matters and helps you grow your career in financial services? Do you want to gain hands-on experience in client administration, compliance and adviser support? If so, we have an exciting opportunity for you.
We are looking for a Financial Services Administrator to join our team and make an immediate impact. You will support advisers and paraplanners, ensuring clients get accurate, timely service, while developing valuable skills that can take your career to the next level. Every task you take on will strengthen your knowledge, improve client experiences, and expand your professional expertise. This role gives you the chance to gain hands-on experience with policy processing, FCA-compliant procedures, and client communications, while learning from experienced advisers and paraplanners. Your work will directly improve client satisfaction and team efficiency.
If you are a Financial Services Administrator ready to grow your skills, take ownership of your work, and make a real impact, apply today and start building your career with a supportive, professional team.
Key Responsibilities:- Client & Policy Administration: Process applications, policy changes, and transfers accurately; manage ongoing client service requests, maintain accurate client records and monitor deadlines to ensure administrative tasks are completed in line with agreed service levels.
- Adviser Support: Respond to routine queries and escalate complex cases and grow problem-solving skills.
- Compliance & Quality: Maintain accurate records and assist with audits, giving you real experience in FCA regulations and best practice standards.
- Reporting & MI: Help produce management reports and support office projects, building skills in reporting, organisation, and process improvement.
The Company: Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You will join a supportive team where your input directly impacts client experiences and business success.
The Benefits:- Develop technical and compliance skills while gaining hands-on experience.
- Supportive team culture with opportunities to learn and progress.
- Play a key role in delivering excellent client experiences.
- Experience in financial services administration or support.
- Knowledge of pensions, investments, protection, or tax-related administration.
- Strong organisational skills and attention to detail.
- Excellent written and verbal communication.
- Ability to prioritise tasks and manage multiple deadlines.
Financial Services Administrator in Corsham employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Corsham
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client administration and compliance. Use specific examples from your experience to demonstrate your skills and how you can contribute to the team.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Services Administrator in Corsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant financial services administration experience and show us how you can support advisers and clients effectively.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how you can contribute to our team. Be sure to mention specific skills that align with the role, like compliance knowledge or client communication.
Showcase Your Attention to Detail: In financial services, accuracy is key. When submitting your application, double-check for any typos or errors. This not only shows us your attention to detail but also sets a great first impression!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see more about our company culture and values!
How to prepare for a job interview at Ecruit
✨Know Your Financial Services Basics
Before the interview, brush up on your knowledge of financial services, especially pensions, investments, and compliance. This will not only show your interest but also help you answer questions confidently.
✨Showcase Your Organisational Skills
Be prepared to discuss how you manage multiple tasks and deadlines. Use specific examples from your past experiences to illustrate your strong organisational skills and attention to detail.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Be ready to explain how you would handle routine queries or escalate complex cases, demonstrating your problem-solving abilities.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your enthusiasm for the role and the company. Inquire about team dynamics, opportunities for growth, or how they ensure compliance with FCA regulations.
