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- Tasks: Support financial advisers with admin tasks and client interactions.
- Company: Join a dynamic team in a leading financial services firm.
- Benefits: Enjoy perks like additional leave, company events, and a pension scheme.
- Why this job: Kickstart your career in finance with hands-on experience and a supportive team.
- Qualifications: A-Level education and GCSEs in Maths and English; admin experience is a plus.
- Other info: This is a full-time, office-based role in Wallingford.
The predicted salary is between 18000 - 30000 £ per year.
To apply, please email a copy of your CV to louisa.major@sjpp.co.uk with a covering email letting us know a bit about why you think you\’d be a great fit for our team and the role.
Job Title: Financial Services Administrator – Start Your Career in Financial Planning
Location: Wallingford | 100% Office-Based
Are you looking for your first office role or your next step in administration? Do you have a keen eye for detail, a can-do attitude, and a willingness to learn? If so, we want you on our team!
What You’ll Do:
- Support Paraplanners and Wealth Advisers with administrative tasks
- Gather information from financial providers and create product illustrations
- Help colleagues and clients with a friendly, professional approach
- Take on new tasks and challenges as your skills grow
What We’re Looking For:
- Enthusiastic, motivated, and eager to learn
- Happy to join us in your first office role or take your administration experience to the next level
- Meticulous with great attention to detail
- A true team player, willing to help colleagues and clients alike
Technical Foundation:
- Previous administration experience is helpful but not essential
- A-Level education with GCSEs in Mathematics and English
Why Join Us:
This role is perfect for those ready to grow in financial services. You’ll gain hands-on experience in financial analysis, work with sophisticated tools and systems, and develop your career in a supportive team environment.
How to Apply:
Email your CV to louisa.major@sjpp.co.uk with a short covering note telling us why you’d be a great fit for the team and the role.
Job Types: Full-time, Permanent
Pay: Up to £25,000.00 per year
Benefits:
- Additional leave
- Bereavement leave
- Company events
- Company pension
- Employee discount
- Financial planning services
- Life insurance
- Referral programme
- Sick pay
Work Location: In person
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Financial Services Administrator employer: Frizzell Wealth Management
Contact Detail:
Frizzell Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Research the company and its values before applying. Understanding their mission and culture will help you tailor your approach and demonstrate how you align with their goals during any conversations.
✨Tip Number 2
Network with current or former employees on platforms like LinkedIn. They can provide insights into the company culture and the role, which can be invaluable when discussing your fit for the position.
✨Tip Number 3
Prepare to discuss your enthusiasm for financial services and your willingness to learn. Highlight any relevant experiences, even if they are not directly related, to show your commitment to growing in this field.
✨Tip Number 4
Practice common interview questions related to administration and teamwork. Being able to articulate your thoughts clearly will help you make a strong impression during the interview process.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Craft a Compelling Covering Email: Since the application requires a covering email, make sure to express your enthusiasm for the role. Highlight specific skills or experiences that align with the job description, and explain why you believe you'd be a great fit for the team.
Tailor Your CV: Customise your CV to reflect the skills and experiences relevant to the Financial Services Administrator position. Emphasise any administrative experience, attention to detail, and your willingness to learn, as these are key attributes the company is looking for.
Showcase Your Team Player Attitude: In your covering email or CV, mention examples of how you've worked effectively in a team. This could include group projects, collaborative tasks, or any experience where you supported colleagues or clients.
Proofread Your Application: Before sending your CV and covering email, take the time to proofread for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Frizzell Wealth Management
✨Craft a Compelling Covering Email
When applying, make sure your covering email stands out. Share specific reasons why you believe you're a great fit for the Financial Services Administrator role, highlighting your enthusiasm and willingness to learn.
✨Showcase Your Attention to Detail
During the interview, be prepared to discuss examples that demonstrate your meticulous nature. Whether it's a project from school or a previous job, showing how you pay attention to detail will resonate well with the interviewers.
✨Emphasise Your Team Player Attitude
This role requires collaboration with colleagues and clients. Be ready to share experiences where you've successfully worked in a team, showcasing your friendly and professional approach.
✨Demonstrate Your Eagerness to Learn
Express your motivation to grow within the financial services sector. Discuss any relevant courses or self-study you've undertaken, and convey your excitement about taking on new challenges as your skills develop.