At a Glance
- Tasks: Support financial advisers and manage client processes with precision and care.
- Company: Join a growing Independent Financial Advice firm with a supportive culture.
- Benefits: Enjoy a competitive salary, private medical insurance, and 25 days holiday.
- Other info: Great opportunities for career development in a professional environment.
- Why this job: Kickstart your career in finance with training support and real impact on clients' lives.
- Qualifications: Organisational skills, attention to detail, and a basic understanding of financial services.
The predicted salary is between 25000 - 25000 £ per year.
Worcester – Onsite
£25,000 + Private Medical Insurance + 25 Days Holiday + Pension + Life Cover + Critical Illness Cover + Training Support + Volunteering Days + Sustainability Initiative
Are you an organised and detail-focused Financial Services Administrator looking to join a growing IFA business where you can develop your career within a supportive and professional environment? This is an excellent opportunity to join a rapidly expanding national Independent Financial Advice firm supporting a team of advisers and administrators in delivering high-quality financial planning and outstanding client service. The business is continuing to grow and is investing in its support function to ensure strong operational delivery and regulatory excellence.
You’ll work closely with advisers and internal teams, supporting the end-to-end client process from new business submission through to ongoing servicing. The firm uses established systems including Intelligent Office and SharePoint to manage workflows, maintain accurate records, and ensure efficient case progression.
This is a role where attention to detail, organisation, and a client-first mindset are essential. You’ll be joining a professional environment that values development, consistency, and high standards of client care. There are genuine opportunities to develop your career within financial services, with exposure to a wide range of administrative processes and ongoing training support.
The Role:
- Managing diaries and coordinating client review meetings
- Preparing advice packs, application forms and supporting documentation
- Submitting requests for information to financial providers
- Processing policy amendments, adjustments and new business applications
- Maintaining accurate client records across Intelligent Office and SharePoint
- Completing AML (anti–money laundering) checks
- Creating and maintaining workflow/event lists
- Supporting the smooth progression of client cases from start to completion
The Person:
- Basic understanding of financial services regulation and compliance
- Strong organisational skills and ability to manage multiple tasks
- High attention to detail and accuracy
- Confident communication skills (written and verbal)
- Competent in Microsoft Word, Excel and Outlook
- Proactive, dependable and keen to develop within the industry
- Client-focused mindset with a professional approach
Finance Administrator in Redditch employer: Eden Rose
Join a dynamic and expanding Independent Financial Advice firm in Worcester, where your role as a Finance Administrator will be supported by a culture of professional development and high standards of client care. With competitive benefits including private medical insurance, generous holiday allowance, and opportunities for training and volunteering, this is an excellent environment for those looking to grow their careers in financial services while contributing to a sustainable initiative.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Administrator in Redditch
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Administrator in Redditch
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
