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- Tasks: Support advisers and clients with administration, compliance, and communication tasks.
- 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 while building your career in financial services.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Opportunities for learning and professional growth in a collaborative environment.
The predicted salary is between 36000 - 60000 £ 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’re looking for a Financial Services Administrator to join our team and make an immediate impact. You’ll 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’re 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’ll 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 Shaftesbury employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Shaftesbury
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Peter Harding Wealth Management. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of FCA regulations and client administration processes. We want you to show off your skills and enthusiasm, so practice common interview questions and think about how your experience aligns with the role.
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows that you’re genuinely interested in the position. Plus, it’s a great chance to reiterate why you’d be a perfect fit for the team.
✨Tip Number 4
Apply through our website for the best chance of getting noticed. We love seeing candidates who take the initiative to connect directly with us. Make sure your application stands out by highlighting your relevant skills and experiences!
We think you need these skills to ace Financial Services Administrator in Shaftesbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight any relevant experience in client administration, compliance, or adviser support. 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 financial services and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Skills: In your application, don’t forget to showcase your organisational skills and attention to detail. Mention specific examples of how you've managed multiple deadlines or improved processes in previous roles. We appreciate a proactive approach!
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’re considered for the role. Plus, it shows you’re keen to join our supportive team!
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 around 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 organisational skills, as this role requires strong 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 their approach to client satisfaction or how they support team members in their professional development.
