At a Glance
- Tasks: Support financial planners and ensure smooth client services in a structured environment.
- Company: Established financial planning firm in Trowbridge with a client-focused approach.
- Benefits: Salary up to £35,000, quarterly bonuses, private health cover, and ongoing training.
- Other info: Full-time role with excellent career development opportunities.
- Why this job: Join a growing firm and make a real impact in financial services administration.
- Qualifications: Experience in financial planning, strong attention to detail, and good communication skills.
The predicted salary is between 35000 - 35000 £ per year.
Element Recruitment is working with a well-established Financial Planning firm based in Trowbridge to support the search for a Financial Services Administrator to join their team. This is a great opportunity for someone with experience in financial services administration who enjoys working in a structured, client-focused environment. The successful candidate will play a key role in supporting advisers and ensuring the smooth day-to-day running of client services.
The Role
- You will provide administrative support to Financial Planners and the wider team, helping to ensure that client work is processed efficiently and accurately.
- This is a varied role where you will be involved in maintaining high levels of service and supporting ongoing business activity.
Key Responsibilities
- Acting as a point of contact for clients via phone and email
- Maintaining accurate client records and updating internal systems
- Assisting with preparation for client meetings and reviews
- Supporting new business processing and general administration tasks
- Liaising with providers and handling queries
- Managing workflows, tasks, and shared inboxes
- Providing general support to advisers and the wider team
- Ensuring all work is completed in line with company procedures
About You
- Previous experience within a financial planning firm is essential
- Understanding of financial products and processes
- Strong attention to detail and accuracy
- Good organisational and time management skills
- Confident communication skills, both written and verbal
- Comfortable using Microsoft Office and internal systems
What’s on Offer
- Salary of up to £35,000, depending on experience
- Quarterly bonus scheme linked to both individual and company performance
- Comprehensive benefits package, including private health cover
- Full-time position (Monday to Friday, 37.5 hours per week), office-based
- Ongoing training and support within a successful and growing firm
If you’re interested in learning more about this opportunity, please apply or get in touch.
Financial Services Administrator in Bradford-on-Avon employer: Element Recruitment Ltd
Element Recruitment offers a dynamic and supportive work environment in Trowbridge, where employees are valued for their contributions to client-focused financial services. With a comprehensive benefits package, including private health cover and a quarterly bonus scheme, the firm prioritises employee well-being and professional growth through ongoing training and development opportunities. Join a team that fosters collaboration and excellence, making it an ideal place for those seeking a rewarding career in financial services administration.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Bradford-on-Avon
✨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 hunt for a Financial Services 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 interviews by researching the company and its culture. Understand their values and how they operate, especially in client-focused environments. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since you'll be acting as a point of contact for clients, being able to articulate your thoughts clearly is crucial. Try mock interviews with friends or family to boost your confidence and refine your delivery.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our team and ready to take the next step in your career.
We think you need these skills to ace Financial Services Administrator in Bradford-on-Avon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in financial services administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your understanding of financial products and processes, and how your organisational skills will help us maintain high levels of service.
Show Off Your Communication Skills:Since you'll be acting as a point of contact for clients, it's important to showcase your confident communication skills. Whether it's in your CV or cover letter, make sure we can see your ability to communicate effectively, both written and verbally.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Element Recruitment Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and processes. Being able to discuss these confidently will show that you’re not just familiar with the basics but can also engage in meaningful conversations with advisers and clients.
✨Showcase Your Organisational Skills
Since this role involves managing workflows and maintaining accurate client records, be prepared to share examples of how you've successfully organised tasks in previous roles. Highlight any tools or methods you used to keep everything on track.
✨Practice Your Communication
As a point of contact for clients, strong communication skills are key. Practise articulating your thoughts clearly and concisely. You might even want to role-play common client scenarios to feel more comfortable during the interview.
✨Demonstrate Attention to Detail
In financial services, accuracy is crucial. Be ready to discuss how you ensure precision in your work. You could mention specific instances where your attention to detail made a difference, whether it was catching an error or improving a process.
