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- Tasks: Support the administration and sales team, ensuring smooth operations and excellent client service.
- Company: Highly regarded Chartered Financial Planning firm near Shifnal.
- Benefits: Professional development support, career progression, and a dynamic office environment.
- Other info: Genuine opportunities for progression into paraplanning and Financial Adviser roles.
- Why this job: Kickstart your career in financial services with real exposure to the planning process.
- Qualifications: Previous office or administration experience; knowledge of Microsoft Office and CRM systems is a plus.
The predicted salary is between 25000 - 35000 £ per year.
I’m working with a highly regarded Chartered Financial Planning firm based near Shifnal who are looking to appoint a Financial Administrator to join their established client services team. This is an office-based role supporting the wider administration and sales team, playing a key part in ensuring smooth day-to-day operations and excellent client service. You’ll gain real exposure to the financial planning process, working closely with advisers and paraplanners across a wide range of client work.
This is a fantastic opportunity for someone looking to build a long-term career within financial services, with genuine progression into paraplanning and Financial Adviser routes over time. The business actively supports professional development and qualifications, with a strong track record of internal progression.
- Pre- and post-meeting client work and CRM updates
- Meeting and greeting clients and visitors
- Running reports, illustrations and supporting case progression
Previous office or administration experience (financial services desirable)
- Good working knowledge of Microsoft Office
- Experience with CRM systems is beneficial
A fantastic opportunity for someone looking to kick start their career in financial services.
Financial Services Administrator- Full or Part Time employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator- Full or Part Time
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Apply through our website for the best chance of getting noticed. We love seeing candidates who take the initiative to connect directly with us—it shows you’re serious about joining our team!
We think you need these skills to ace Financial Services Administrator- Full or Part Time
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight any relevant experience, especially in administration or financial services, and don’t forget to showcase your skills with Microsoft Office and CRM systems.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background makes you a great fit for the team. Be genuine and let your personality come through!
Showcase Your Client Service Skills: Since this role involves client interaction, make sure to highlight any previous experience where you’ve provided excellent customer service. We want to see that you can meet and greet clients with confidence and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our fantastic team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and the role of a Financial Administrator. Understand key terms and processes, as this will help you engage in meaningful conversations during the interview.
✨Showcase Your Admin Skills
Be ready to discuss your previous office or administration experience. Highlight specific examples where you've successfully managed tasks, used Microsoft Office, or worked with CRM systems. This will demonstrate your capability to support the team effectively.
✨Prepare Questions for Them
Think of insightful questions to ask about the company culture, professional development opportunities, and the team you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Practice Your Client Interaction Skills
Since you'll be meeting and greeting clients, practice how you would present yourself in a professional setting. Role-play scenarios where you might need to handle client queries or support case progression to build your confidence.