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- Tasks: Build strong client relationships and support financial advisers in a collaborative environment.
- Company: Highly regarded financial services firm in Coventry with a supportive culture.
- Benefits: Competitive salary, 23 days leave, pension scheme, and city centre location.
- Other info: Opportunity to step away from corporate rigidity and develop meaningful relationships.
- Why this job: Join a close-knit team where your contributions are valued and growth is encouraged.
- Qualifications: Experience in financial advisory and strong knowledge of pensions and investments.
The predicted salary is between 35000 - 35000 £ per year.
We are exclusively partnering with a highly regarded financial services firm in Coventry to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn’t often hire, offering a genuinely supportive environment where you’ll be a valued part of a close-knit team. If you’re currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day‑to‑day work, and the chance to build meaningful relationships.
Why This Role Stands Out
This isn’t just another admin role. You’ll work alongside experienced advisers in a firm known for its personal approach and long‑standing client relationships. With an evolving client bank, particularly in areas such as income drawdown and ongoing client servicing, you’ll play a key role in delivering a high‑quality, tailored service. As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long‑term growth.
Key Responsibilities
- Building and maintaining strong client relationships through regular contact and support
- Liaising with providers, lenders, and solicitors to progress cases efficiently
- Assisting with product and fund research
- Producing cashflow models
- Supporting the preparation of suitability reports (training available if required)
- Managing new business processing through to completion
- Ensuring all client files are accurate, compliant, and up to date
- Handling mortgage documentation and coordinating applications
- Supporting ongoing client servicing, including changes and withdrawals
- Managing client reviews and preparing review suitability letters
- Maintaining and updating CRM systems
- Handling post, calls, and general office duties
- Supporting wider team functions, including IT coordination when required
- Maintaining CPD and attending relevant industry seminars
About You
- Previous experience within a financial advisory practice is essential
- Strong knowledge of pensions and investments administration
- Mortgage experience is advantageous but not essential
- Highly organised with excellent attention to detail
- A team player who thrives in a collaborative environment
- Confident communicator with a client‑focused approach
- Enthusiastic, proactive, and keen to develop
Experience with systems such as Fintegrate ATR, Selecta Pension, Defaqto Engage, Paraplanning Online (PPOL), Intelliflo, CRM Brain, or IPipeline would be beneficial.
What’s on Offer
- c. £35,000 salary (depending on experience)
- 23 days annual leave plus bank holidays
- Pension scheme
- City centre location
- A genuinely friendly, close‑knit team environment
- Opportunity to grow and develop with the business
If you’re looking for a role where you can step away from rigid corporate structures and join a business that truly values its people, we’d love to hear from you.
Financial Services Administrator & Practice Administrator in Coventry employer: Eden Resourcing
Contact Detail:
Eden Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator & Practice Administrator in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client relationships and be ready to discuss how your experience aligns with their values. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and providers, being able to articulate your thoughts clearly is key. Consider mock interviews or even chatting with friends 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, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator & Practice Administrator in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services and any relevant systems you've used. We want to see how you fit into our close-knit team!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you're excited about this role and how your values align with our supportive environment. Let us know what makes you a great fit for our team.
Showcase Your Communication Skills: As a Financial Services Administrator, strong communication is key. Use clear and concise language in your application. We appreciate a confident communicator who can build relationships with clients and colleagues alike!
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 this fantastic opportunity. Don’t miss out on joining our friendly team!
How to prepare for a job interview at Eden Resourcing
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments administration. Familiarise yourself with the specific systems mentioned in the job description, like Fintegrate ATR or Intelliflo. This will show that you're not just a good fit for the role but also genuinely interested in the work.
✨Showcase Your Team Spirit
Since this role emphasises teamwork and collaboration, be ready to share examples of how you've successfully worked in a team before. Highlight your ability to communicate effectively and support your colleagues, as this is key in a close-knit environment.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about the firm's approach to client relationships or how they support employee development. It shows you're engaged and serious about finding the right fit for both you and the company.
✨Demonstrate Your Client Focus
Be prepared to discuss how you've built and maintained strong client relationships in the past. Share specific examples of how you've provided tailored services or handled client queries, as this aligns perfectly with what the firm values.