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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, genuine career progression, and a collaborative work environment.
- Other info: Strong track record of internal progression and long-term career opportunities.
- 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 - 30000 £ 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.
Full or Part-time Financial Services Administrator employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Full or Part-time Financial Services Administrator
✨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 landing that role! We love seeing candidates who take the initiative and show they’re keen to be part of our team.
We think you need these skills to ace Full or Part-time Financial Services Administrator
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 a smile and handle their needs effectively.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can’t wait to see what you bring to the table!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Stuff
Brush up on basic financial concepts and terminology. Since this role is all about supporting the financial planning process, being able to speak confidently about financial services will impress your interviewers.
✨Showcase Your Admin Skills
Prepare examples of your previous office or administration experience. Highlight any specific tasks you've handled that relate to client work, CRM updates, or report generation, as these are key aspects of the job.
✨Demonstrate Your People Skills
Since you'll be meeting and greeting clients, practice how you present yourself. Be friendly and approachable in your responses, showing that you can create a welcoming atmosphere for clients and visitors.
✨Ask About Growth Opportunities
This firm values professional development, so come prepared with questions about progression into paraplanning or adviser roles. This shows your ambition and interest in building a long-term career in financial services.