At a Glance
- Tasks: Support Financial Advisers and ensure top-notch client service in a dynamic environment.
- Company: Respected Financial Planning firms in Cheltenham with a professional culture.
- Benefits: Competitive salary, career growth, and a supportive team atmosphere.
- Other info: Opportunity for professional development and a chance to thrive in a detail-focused role.
- Why this job: Join a vital role in financial services and make a real difference for clients.
- Qualifications: 2+ years in financial services administration and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Element Recruitment are working with a number of respected Financial Planning firms and are keen to connect with experienced Financial Planning Administrators based in or around Cheltenham. If you have a background in financial services administration and enjoy working in a professional, detail-focused environment, we’d love to hear from you.
The Opportunity
We are looking for skilled administrators who can provide high-quality support to Financial Advisers, helping ensure recommendations and ongoing client services are delivered efficiently and accurately. You’ll play a key role in maintaining excellent client service standards while supporting the smooth running and growth of the business.
Typical Responsibilities
- Acting as a first point of contact for clients via phone and email
- Managing and maintaining confidential client records
- Converting adviser meeting notes into actionable tasks within back-office systems
- Supporting advisers with research using financial planning tools
- Processing new business and preparing client review packs
- Managing central inboxes and workflow systems
- Liaising with providers and responding to queries
- Producing quotations, illustrations, and supporting documentation
- Completing application forms and compliance requirements (including AML checks)
- Reviewing documentation such as Letters of Authority and client packs
- Supporting the wider team to ensure deadlines and service levels are met
- Ensuring adherence to internal procedures and regulatory requirements
About You
- Minimum 2 years’ experience within financial services administration
- Good understanding of financial products and processes
- Strong written and verbal communication skills
- High attention to detail and accuracy
- Organised with excellent planning and prioritisation skills
- Confident using Microsoft Office and industry systems
- Professional and client-focused approach
If you're an experienced Financial Services Administrator looking for your next move in the Cheltenham area, apply today or get in touch for a confidential conversation.
Financial Planning Administrator employer: Element Recruitment Ltd
Element Recruitment is an exceptional employer, offering a supportive and professional work environment for Financial Planning Administrators in Cheltenham. With a strong focus on employee growth and development, we provide opportunities for skill enhancement and career progression while maintaining a culture of teamwork and excellence in client service. Our commitment to high-quality support ensures that you will play a vital role in the success of our financial planning teams, making your work both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those in Cheltenham. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and processes. We want you to shine when discussing how you can support Financial Advisers and maintain client service standards.
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've managed confidential client records or processed new business accurately. This will highlight your fit for the role.
✨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 Planning Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning 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 passionate about financial planning and how your background makes you a great fit. Keep it professional but let your personality come through – we love to see enthusiasm!
Showcase Your Attention to Detail:Since this role requires high attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work and present themselves well!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Element Recruitment Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and processes. Being able to discuss these confidently will show that you understand the industry and can support advisers effectively.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past experience where your attention to detail made a difference. This could be anything from managing client records to ensuring compliance with regulations.
✨Practice Your Communication Skills
As you'll be acting as a first point of contact for clients, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your verbal communication skills.
✨Familiarise Yourself with Back-Office Systems
If you know which back-office systems the company uses, take some time to familiarise yourself with them. Being able to discuss how you've used similar systems in the past will demonstrate your readiness to hit the ground running.
