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- Tasks: Support the administration team and ensure smooth operations in a financial planning firm.
- Company: Reputable Chartered Financial Planning firm near Shifnal.
- Benefits: Career progression, professional development support, and a collaborative work environment.
- Other info: Great opportunity for long-term growth into paraplanning and Financial Adviser roles.
- Why this job: Kickstart your career in financial services with real exposure to client work.
- Qualifications: Office or administration experience, strong attention to detail, and good communication skills.
The predicted salary is between 25000 - 32000 £ 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.
Key responsibilities include:
- Providing administrative and technical support to the practice
- Preparing and maintaining accurate client files and documentation
- Pre- and post-meeting client work and CRM updates
- Processing new business applications and progressing cases with providers
- Liaising with clients, advisers and third parties
- Handling incoming calls and providing a professional client service
- Meeting and greeting clients and visitors
- Producing client letters, reports and supporting documentation
- Running reports, illustrations and supporting case progression
What we’re looking for:
- Previous office or administration experience (financial services desirable)
- Strong attention to detail and organisation skills
- Confident communicator with strong client service ability
- Good working knowledge of Microsoft Office
- Experience with CRM systems is beneficial
- Positive attitude and willingness to learn
A fantastic opportunity for someone looking to kick start their career in financial services. If this opportunity sounds of interest, please apply or get in touch to find out more.
Financial Services Administrator in Shifnal 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 in Shifnal
✨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 that could help you stand out.
✨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 communication skills! As a Financial Services Administrator, you’ll need to be a confident communicator. Role-play common interview questions with a friend or in front of the mirror to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator in Shifnal
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 attention to detail and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in this role and how your skills align with what we’re looking for. Be genuine and let your personality come through!
Showcase Your Communication Skills: Since this role involves liaising with clients and advisers, make sure to highlight your communication skills in your application. Whether it’s through your CV or cover letter, demonstrate how you’ve successfully interacted with clients or team members in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Services Basics
Before the interview, brush up on key financial services concepts and terminology. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Organisational Skills
Since the role requires strong attention to detail and organisation, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise and keep things organised.
✨Practice Your Client Communication
As a Financial Services Administrator, you'll be liaising with clients and advisers regularly. Practise articulating your thoughts clearly and professionally. Consider role-playing common client scenarios with a friend to build your confidence.
✨Demonstrate Your Willingness to Learn
The firm values professional development, so express your eagerness to grow within the company. Share any relevant courses or qualifications you're interested in pursuing, and highlight your positive attitude towards learning new skills.