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- Tasks: Support advisers and manage client relationships in a dynamic financial services environment.
- Company: Join a growing wealth management firm with a close-knit team culture.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Why this job: Kickstart your career in finance and work towards becoming a Financial Advisor.
- Qualifications: Experience in financial services and strong organisational skills are preferred.
- Other info: Opportunity for growth and exposure to high-quality advice processes.
The predicted salary is between 31000 - 40000 £ per year.
Do you have a background working in financial services? Are you looking to join a firm where you will eventually be able to become a Financial Advisor? Element Recruitment are partnering with an established and growing wealth management firm who is looking for a Financial Administrator / Paraplanner to join their close-knit team. You will have exposure to high-quality advice processes and client relationships.
This is a fantastic opportunity for someone looking to develop their career in financial services, playing a key role in supporting advisers and the end-to-end advice process from both a technical and administrative perspective. This is a great role if you are looking for a company where you can grow and develop to eventually become a Financial Advisor.
£31,000 - £40,000 Office based
You will be responsible for:
- Drafting suitability letters for advisers
- Maintaining accurate back-office and client data
- Managing financial records in line with regulatory requirements
- Liaising with clients and internal teams to deliver excellent service
- Preparing documentation and organising adviser meetings
- Analysing financial data and supporting best practice across the business
You will have:
- Experience in financial services (Level 4 qualified or working towards preferred)
- Strong organisation and time-management skills
- Confident using Intelliflo, Timeline, CRM systems, Microsoft Office
- Comfortable working on Apple Mac systems
- Detail-oriented, analytical, and client-focused
- A collaborative team player with excellent communication skills
Sound like you? Apply now!
Financial Services Administrator in Weston-super-Mare employer: Element Recruitment Ltd
Contact Detail:
Element Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Weston-super-Mare
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and don't hesitate to ask for introductions or referrals. Personal recommendations can really give you an edge!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they operate. This will help you tailor your answers and show that you're genuinely interested in becoming part of their team.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience in financial services and how it relates to the role of a Financial Administrator. The more you practice, the more confident you'll feel when it counts!
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Financial Services Administrator in Weston-super-Mare
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience in financial services and any qualifications you have, especially if you're Level 4 qualified or working towards it.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how you can contribute to the team. Mention specific skills like organisation and communication that align with the job description.
Showcase Your Technical Skills: Since the role involves using systems like Intelliflo and CRM tools, make sure to mention your proficiency with these technologies. If you have experience with Apple Mac systems, don’t forget to include that too!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Element Recruitment Ltd
✨Know Your Financial Stuff
Brush up on your financial services knowledge, especially if you have experience with drafting suitability letters or managing financial records. Be ready to discuss specific examples from your past roles that showcase your understanding of the advice process and regulatory requirements.
✨Showcase Your Organisational Skills
Since this role requires strong organisation and time-management skills, prepare to share how you've successfully managed multiple tasks in previous jobs. Think of a time when you juggled deadlines or organised adviser meetings efficiently – this will demonstrate your ability to thrive in a busy environment.
✨Familiarise Yourself with Relevant Tools
Make sure you're comfortable discussing tools like Intelliflo, Timeline, and CRM systems. If you’ve used these or similar platforms before, be prepared to explain how you leveraged them to improve processes or client interactions. This shows you’re ready to hit the ground running.
✨Emphasise Teamwork and Communication
As a collaborative team player, it’s crucial to highlight your communication skills. Prepare examples of how you've worked effectively within a team or liaised with clients to deliver excellent service. This will help convey that you’re not just detail-oriented but also a great fit for their close-knit team.
