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For Companies 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 competitive salary based on experience.
- 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.
- Other info: Opportunity for career growth and a £200 referral reward for successful candidates.
The predicted salary is between 30000 - 42000 £ per year.
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
Package & Working Pattern
- 6-month temporary contract with intent to go permanent
- Flexible hours: 3–5 days per week (20–40 hours)
- Fully office-based role in Gloucester
- Salary dependent on experience
Apply today to be considered for this opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Finance Administrator in Gloucester employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator in Gloucester
✨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 recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.
✨Tip Number 3
Show off your skills! When you get the chance to meet potential employers, bring along examples of your work or projects you've managed. This will help demonstrate your organisational skills and attention to detail, which are key for this role.
✨Tip Number 4
Don't forget to apply through our website! We have a variety of roles across the financial planning sector, and applying directly can give you an edge. Plus, if you know someone else looking for a job, refer them to us for a £200 reward!
We think you need these skills to ace Finance Administrator in Gloucester
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 interested in the Financial Administrator role and how your background makes you a great fit. Keep it professional but let your personality come through!
Showcase Your Tech Skills: Since we’re looking for someone confident with Microsoft Office, make sure to mention any relevant experience you have with Word, Excel, and Outlook. If you've used these tools in past roles, give us some examples of how you’ve used them effectively.
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 opportunity. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Eden Rose
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and administration. Be ready to discuss your previous experience in the field, especially any specific tasks you've handled that relate to the role. This shows you’re not just a good admin but also understand the financial landscape.
✨Show Off Your Organisational Skills
Prepare examples that highlight your strong organisational skills and attention to detail. Think about times when you successfully managed multiple tasks or ensured compliance in your previous roles. This will demonstrate that you can handle the responsibilities of the position effectively.
✨Get Comfortable with Microsoft Office
Since the job requires confident use of Microsoft Office, make sure you’re familiar with Word, Excel, and Outlook. You might be asked to perform a task or answer questions related to these tools during the interview, so practice beforehand to show you’re up to speed.
✨Be Professional and Personable
As this role involves handling calls and emails, it’s crucial to convey professionalism and approachability. During the interview, practice your communication skills and be prepared to demonstrate how you would interact with clients and colleagues in a friendly yet professional manner.
