At a Glance
- Tasks: Support client services with efficient communication and strong relationship building.
- Company: Respected financial services firm in Taunton with a supportive culture.
- Benefits: Hybrid work, competitive salary up to £39,000, and professional development opportunities.
- Other info: Flexible environment focused on personal growth and teamwork.
- Why this job: Join a forward-thinking team and make a real impact in financial services.
- Qualifications: Experience in financial services administration and excellent communication skills.
The predicted salary is between 31500 - 38500 £ per year.
Our client, a highly respected and established financial services firm based in Taunton, is seeking to appoint a Senior Financial Services Administrator to join their team. This is a hybrid opportunity offering a salary of up to £39,000, with three days in the office and two days working from home. This is a brilliant opportunity to join a supportive and professional environment where you can make a real impact while continuing to develop your career within financial services.
The business offers a flexible and encouraging culture, taking your development seriously and supporting you to be the best you can be. They place real emphasis on creating an environment where you can be yourself, grow professionally, and be part of a forward-thinking team that delivers great results together.
This role would suit a proactive and confident individual who brings a strong "can-do" attitude and is comfortable both following established processes and using their own initiative. You will play a key role in collaborating with Financial Advisers, Paraplanners, and wider colleagues to help deliver a consistently high-quality client experience.
The Role: You will be responsible for supporting the delivery of client services from an administrative perspective, ensuring all communications, processes, and client interactions are handled efficiently and professionally. The position is heavily focused on building and maintaining strong working relationships, both internally and with clients.
Key Responsibilities:
- Handling all incoming and outgoing communications in a professional and timely manner
- Processing new business and responding to ad hoc client queries with a high level of accuracy
- Keeping clients updated throughout processes and ensuring a smooth experience
- Working closely with Financial Advisers and the wider team to support client outcomes
- Preparing and maintaining accurate client documentation and records
- Supporting a collaborative team environment and contributing to overall service excellence
The Successful Candidate Will Have:
- Previous experience within a financial services administration role
- A proactive, confident approach with a strong sense of initiative
- Excellent communication skills and a professional manner
- Strong organisational skills with the ability to manage multiple priorities
- High attention to detail and a commitment to accuracy
- A pragmatic, analytical mindset and pride in delivering high standards
- A team-focused approach and a passion for building strong working relationships
This is a great opportunity for someone who enjoys working as part of a team, takes ownership of their work, and is motivated by delivering an excellent client experience.
Senior Financial Services Administrator employer: Elite Staffing Solutions
Join a dynamic and highly regarded accountancy firm in Devon, where you will kickstart your career as a Graduate Accountant in a supportive and people-focused environment. With a strong emphasis on professional growth, hybrid working arrangements, and a culture that values collaboration and individual contributions, this role offers an excellent opportunity to gain hands-on experience while receiving ongoing training and support towards your professional qualifications. Be part of a team that is committed to delivering high-quality service and fostering your development in the accounting field.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Services 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 Elite Staffing Solutions. 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 Senior Financial Services 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 Elite Staffing Solutions.
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 Elite Staffing Solutions'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 Elite Staffing Solutions
✨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 Elite Staffing Solutions.
✨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 Elite Staffing Solutions 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 Elite Staffing Solutions 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.
