At a Glance
- Tasks: Support the team with client onboarding and documentation in a fast-paced financial services environment.
- Company: Join a growing organisation in the financial services sector based in Altrincham.
- Benefits: Earn £13.70 per hour plus holiday pay with a minimum 6-month contract.
- Other info: Immediate start available with opportunities for career growth.
- Why this job: Gain valuable experience in a well-established company while developing your administrative skills.
- Qualifications: Previous admin experience, attention to detail, and strong organisational skills required.
The predicted salary is between 13.7 - 13.7 £ per hour.
Your new company is recruiting for a temporary part-time Administrator to join a growing organisation within the financial services sector. This role is based in Altrincham and will run for a minimum of 6 months.
Your new role:
- Support the wider team with a range of day-to-day tasks, including:
- Processing new business applications, client onboarding, and ensuring all documentation meets regulatory and compliance requirements
- Maintaining accurate client records, updating CRM systems, and managing client files in line with FCA guidelines
- Preparing reports, illustrations, and suitability documents to support financial advisers
- Liaising with providers, product companies, and platforms to track applications, transfers, and policy servicing
- Handling client queries, correspondence, and scheduling appointments for advisers
- Assisting with compliance checks, audits, and ensuring adherence to internal policies and procedures
- Managing pipeline tracking, chasing outstanding information, and ensuring timely completion of cases
What you'll need to succeed:
- Previous experience in an administration or office support role
- Ideally come from a financial services background
- Strong attention to detail and accurate data entry skills
- Good organisational skills with the ability to manage multiple tasks
- Confident communication skills and ability to work within a team environment
- Ability to work effectively in a fast-paced setting
What you'll get in return:
- Minimum 6-month contract
- £13.70 per hour + holiday pay
- Immediate start available
- Opportunity to gain experience within a well-established and growing organisation
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
Part-time Financial Services Administrator employer: Hays Specialist Recruitment Limited
Hays offers a dynamic and supportive work environment for those looking to grow their careers in the financial services sector. With a focus on employee development, you will have the opportunity to gain valuable experience while working alongside a dedicated team in Altrincham. Enjoy competitive pay, flexible hours, and the chance to contribute to a thriving organisation committed to excellence.
Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Part-time Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to administration and compliance. We recommend role-playing with a friend to boost your confidence!
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you’ve maintained accurate records or handled client queries effectively in past roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we’re here to support you every step of the way.
We think you need these skills to ace Part-time Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of a Financial Services Administrator. Highlight any relevant experience in administration or financial services, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Catchy Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific tasks from the job description that excite you and how your skills align with them.
Showcase Your Skills:In your application, be sure to emphasise your communication skills and ability to work in a fast-paced environment. These are key for the role, so give examples of how you've demonstrated these in previous jobs.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s quick and easy, and ensures your application gets to the right place without any hiccups!
How to prepare for a job interview at Hays Specialist Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific tasks mentioned in the job description. Familiarise yourself with terms like FCA guidelines and CRM systems, as this will show that you're serious about the role.
✨Showcase Your Organisational Skills
Prepare examples from your past experience where you've successfully managed multiple tasks or projects. This could be anything from handling client queries to maintaining accurate records. Be ready to discuss how you prioritise your workload.
✨Practice Your Communication
Since you'll be liaising with various stakeholders, practice clear and confident communication. You might want to role-play common scenarios, like explaining a complex process to a client or discussing compliance checks with a colleague.
✨Ask Smart Questions
At the end of the interview, have a few insightful questions ready. This could be about the team dynamics, the tools they use for tracking applications, or how they handle compliance audits. It shows you're engaged and genuinely interested in the role.
