At a Glance
- Tasks: Support financial advisers and paraplanners with administration tasks and client record management.
- Company: A growing Financial Planning firm in Gloucester with a supportive team environment.
- Benefits: Flexible hours, potential for permanent role, and office-based work.
- Other info: Perfect for those looking to kickstart their career in finance!
- Why this job: Gain valuable experience in finance while working around your school schedule.
- Qualifications: Previous admin experience in financial services and strong organisational skills required.
The predicted salary is between 13 - 16 £ per hour.
A growing Financial Planning firm based in Gloucester is looking for a Financial Administrator to support its advisers and paraplanning team. This role will initially be offered on a 6-month temporary basis, with the intention for it to become permanent. Hours are flexible (between 20–40 per week), and can be worked around school hours - the role is fully office-based.
The Role
- Providing general financial services administration support
- Supporting advisers and paraplanners with day-to-day case progression
- Processing new business applications and chasing through to completion
- Ensuring client files meet compliance and record-keeping standards
- Preparing documentation and maintaining accurate client records
- Handling incoming calls and emails professionally
What They’re Looking For
- Previous administration experience within financial services (essential)
- Strong organisational skills and attention to detail
- Confident using Microsoft Office (Word, Excel, Outlook)
- Reliable, professional, and comfortable working as part of an office-based team
- No seniority required, suitable for someone with solid admin experience
Finance Administrator employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Financial Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial admin roles and practice your answers. We want you to feel confident showcasing your previous experience and how it aligns with what the firm is looking for.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, shoot a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for the Financial Administrator position. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Finance Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your previous administration experience in financial services. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your organisational skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Administrator role. Mention your experience with Microsoft Office and how you can support our advisers and paraplanning team.
Showcase Your Communication Skills:Since handling calls and emails is part of the job, make sure your application reflects your professional communication style. We love candidates who can convey their thoughts clearly and confidently!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Eden Rose
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of financial administration and be ready to discuss your previous experience in this area. This will show that you're not just a good admin but also someone who understands the industry.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Think about times when your attention to detail made a difference. Being able to articulate these experiences will demonstrate that you have the organisational skills they’re looking for.
✨Get Comfortable with Microsoft Office
Since the role requires confident use of Microsoft Office, make sure you’re familiar with Word, Excel, and Outlook. You might even want to practice creating spreadsheets or documents that could be relevant to the job. This will help you feel more at ease during the technical questions.
✨Practice Professional Communication
As you'll be handling calls and emails, it’s crucial to showcase your professional communication skills. Consider doing mock interviews or role-playing scenarios where you respond to client inquiries. This will help you convey confidence and professionalism during the actual interview.
