At a Glance
- Tasks: Provide top-notch support to Financial Advisers and ensure excellent client service.
- Company: Respected Financial Planning firms in Cheltenham with a professional environment.
- Benefits: Competitive salary, career growth, and a supportive team atmosphere.
- Other info: Opportunity for professional development in a detail-focused role.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 2+ years in financial services administration and strong communication skills.
The predicted salary is between 35000 - 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 client excellence. Our commitment to high-quality service ensures that you will play a vital role in delivering outstanding support to Financial Advisers and clients alike.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator
✨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 Element Recruitment Ltd. 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 Financial Planning Administrator
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 Element Recruitment Ltd.
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 Element Recruitment Ltd'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 Element Recruitment Ltd
✨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 Element Recruitment Ltd.
✨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 Element Recruitment Ltd 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 Element Recruitment Ltd 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.
