Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and manage client communications in a dynamic environment.
- Company: Reputable financial services firm known for quality wealth management.
- Benefits: Flexible working, income protection, pension, and 30 days holiday.
- Why this job: Kickstart your career in finance with a supportive team and growth opportunities.
- Qualifications: Desire to work in finance and strong communication skills.
- Other info: Ideal for those returning to work or starting their professional journey.
The predicted salary is between 28800 - 48000 £ per year.
Are you keen to pursue a career in Financial Services? Or have you already worked within Pensions, Investments, Banking? We are actively recruiting into a business with a strong reputation for providing a quality service across all levels of wealth management.
You would be joining a team of established advisers who are committed to providing high standards and maintaining high service standards. You will play a key role in supporting advisers, paraplanners and will have regular communication with 3rd party providers and clients. We'd welcome candidates returning from a career break or those starting out and pursuing an ambitious journey.
DAY TO DAY:
- Acting as key point of contact for advisers, over phone and email, relaying information accurately and efficiently
- Communicating with product providers on behalf of clients
- Sending out application forms for clients to sign and return
- Updating CRM databases with key information
- Creating and sending letters of authority
- Gathering data from providers to support product reviews
- Assisting advisers with admin tasks including filing
- Scanning documents into client files
- Assisting with diary management
- Welcoming guests into meetings
WE WOULD LOVE TO SEE:
- A strong desire to work in financial services
- Some administrative skills which demonstrate an ability to work with accuracy and attention to detail
- Professional communication skills
- A team player
AND FOR YOU:
- Income protection
- Pension
- Flexible working arrangements and 1 x day per week home working once probation passed
- Ongoing professional development
- 30 days plus bank holidays
Financial Services Admin in Bath employer: Juice Recruitment Ltd
Contact Detail:
Juice Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Admin in Bath
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in pensions, investments, or banking. A friendly chat can lead to opportunities you might not find on job boards.
✨Tip Number 2
Practice your communication skills! Since you'll be the key point of contact for advisers and clients, being clear and professional is crucial. Try role-playing scenarios with friends to boost your confidence.
✨Tip Number 3
Get familiar with CRM systems! If you can show that you understand how to manage client data effectively, you'll stand out. There are plenty of free resources online to help you get started.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Plus, it gives you a chance to showcase your enthusiasm for joining our team in financial services.
We think you need these skills to ace Financial Services Admin in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in financial services, even if it's just a bit. Highlight any admin skills and communication experience you have, as these are key for the role.
Craft a Compelling Cover Letter: Use your cover letter to show your enthusiasm for the financial services sector. Mention why you're interested in this specific role and how your background aligns with what we’re looking for.
Showcase Your Attention to Detail: In your application, give examples of how you've demonstrated accuracy and attention to detail in previous roles. This is super important for the tasks you'll be handling with advisers and clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Juice Recruitment Ltd
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services, especially in areas like pensions, investments, and banking. Being able to discuss these topics confidently will show your genuine interest and understanding of the industry.
✨Demonstrate Your Admin Skills
Prepare examples that showcase your administrative skills, particularly your attention to detail and accuracy. Think about times when you successfully managed data or communicated effectively with clients or colleagues.
✨Practice Professional Communication
Since you'll be the key point of contact for advisers and clients, practice your professional communication skills. Role-play common scenarios, such as relaying information or handling queries, to ensure you come across as clear and confident.
✨Show Your Team Spirit
Emphasise your ability to work well in a team. Share experiences where you've collaborated with others, supported colleagues, or contributed to a positive team environment. This will highlight your fit within their established team of advisers.
