Administrator - Financial Services in Kendal

Administrator - Financial Services in Kendal

Kendal Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Fram Search

At a Glance

  • Tasks: Support advisory teams with client administration and coordination of meetings.
  • Company: Dynamic financial services firm with a collaborative and professional environment.
  • Benefits: Gain valuable experience, develop skills, and work in a structured setting.
  • Other info: Opportunity for career growth and involvement in wider operational activities.
  • Why this job: Join a team that values reliability and attention to detail while making a real impact.
  • Qualifications: Strong communication skills and proficiency in Microsoft Office are essential.

The predicted salary is between 30000 - 40000 £ per year.

Fram is working with a financial services firm that is looking to hire an Administrator to support its advisory and client support teams. The business operates within a professional and fast-moving environment and is seeking someone who enjoys organisation, communication, and working as part of a collaborative team.

The role involves supporting client-related administration across a range of day-to-day activities. Responsibilities include:

  • Coordinating meetings
  • Preparing documentation
  • Managing incoming calls and correspondence
  • Processing applications
  • Maintaining accurate records across internal systems

The position plays an important role in ensuring advisers and clients receive consistent and efficient support throughout the advice process. The environment suits someone who enjoys working in a structured setting while managing a varied workload. There is regular interaction with colleagues and clients, alongside the opportunity to become involved in wider operational and administrative activity as experience develops.

The business places value on reliability, attention to detail, and a proactive approach to supporting the wider team. This may appeal to someone with experience in administration, client services, customer support, or another professional office-based environment. Financial services experience would be beneficial, although it is not essential. Strong communication skills, confidence using Microsoft Office, and the ability to manage multiple priorities effectively will be important.

Applicants must have the right to work in the UK.

Administrator - Financial Services in Kendal employer: Fram Search

Fram is an excellent employer, offering a dynamic and supportive work environment where collaboration and communication are at the forefront. Employees benefit from a structured setting that encourages professional growth, with opportunities to engage in diverse operational activities as they develop their skills. Located in a fast-paced financial services sector, the company values reliability and attention to detail, making it an ideal place for those seeking meaningful and rewarding employment.

Fram Search

Contact Details:

Fram Search Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Administrator - Financial Services in Kendal

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 an 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 those interviews! Research the company and its culture, and think about how your skills in organisation and communication can shine through. Practise common interview questions and be ready to showcase your proactive approach to supporting teams.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.

Tip Number 4

Apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people in the financial services firm.

We think you need these skills to ace Administrator - Financial Services in Kendal

Organisation Skills
Communication Skills
Client Support
Documentation Preparation
Meeting Coordination
Record Maintenance
Proactive Approach

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your organisational skills and experience in client services. We want to see how you can support our advisory and client support teams, so don’t be shy about showcasing relevant roles!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your proactive approach aligns with our team’s needs. We love seeing genuine enthusiasm!

Show Off Your Communication Skills:Since this role involves a lot of interaction with clients and colleagues, make sure your application reflects your strong communication skills. Whether it’s through clear writing or examples of past teamwork, let us know you’re a great fit!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!

How to prepare for a job interview at Fram Search

Know Your Role Inside Out

Before the interview, make sure you thoroughly understand the responsibilities of the Administrator role in financial services. Familiarise yourself with tasks like coordinating meetings and managing client correspondence. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.

Show Off Your Organisational Skills

Since the job requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple priorities. Be ready to discuss how you keep track of tasks and ensure nothing falls through the cracks—this will highlight your proactive approach.

Communicate Clearly and Confidently

Strong communication skills are key for this role. Practice articulating your thoughts clearly and confidently. You might want to rehearse common interview questions with a friend or in front of a mirror to boost your confidence and ensure you convey your ideas effectively.

Demonstrate Team Spirit

This position involves working closely with colleagues and clients, so be prepared to discuss your experience in collaborative environments. Share specific examples of how you've contributed to team success in previous roles, as this will show that you can thrive in a structured, team-oriented setting.