Financial Administrator - Client & Advisor Support
Financial Administrator - Client & Advisor Support

Financial Administrator - Client & Advisor Support

Full-Time 26500 - 27500 £ / year (est.) No home office possible
Mash Group

At a Glance

  • Tasks: Support clients and advisors by handling queries and ensuring compliance.
  • Company: A growing financial advisory firm in the UK with a focus on client satisfaction.
  • Benefits: Competitive salary, full training provided, and opportunities for career growth.
  • Why this job: Join a dynamic team and make a difference in clients' financial journeys.
  • Qualifications: Strong customer service and organisational skills; experience in finance is a plus.
  • Other info: Full training available for the right candidate, perfect for those starting their career.

The predicted salary is between 26500 - 27500 £ per year.

A growing financial advisory firm in the United Kingdom is seeking a Financial Administrator to provide exceptional support to clients and advisors. The role involves handling client queries, data entry, and ensuring compliance with FCA standards.

Strong customer service and organizational skills are essential. Experience in financial services is beneficial, but full training is available for the right candidate.

The position offers a salary range of £26,500 - £27,500.

Financial Administrator - Client & Advisor Support employer: Mash Group

Join a dynamic financial advisory firm in the UK that prioritises employee development and offers a supportive work culture. With comprehensive training provided, you will have the opportunity to grow your skills while contributing to a team dedicated to exceptional client service. Enjoy competitive salaries and a collaborative environment that values your contributions and fosters professional growth.
Mash Group

Contact Detail:

Mash Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Administrator - Client & Advisor Support

✨Tip Number 1

Network like a pro! Reach out to people in the financial services industry, especially those who work at advisory firms. A friendly chat can lead to insider info about job openings and even referrals.

✨Tip Number 2

Prepare for interviews by practising common questions related to client support and compliance. We recommend role-playing with a friend or using online resources to boost your confidence and polish your answers.

✨Tip Number 3

Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or resolved client queries efficiently. This will demonstrate that you’re the perfect fit for the Financial Administrator role.

✨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 Administrator - Client & Advisor Support

Customer Service Skills
Organisational Skills
Data Entry
Compliance Knowledge
FCA Standards Understanding
Communication Skills
Attention to Detail
Financial Services Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your customer service and organisational skills. We want to see how your experience aligns with the role of Financial Administrator, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting clients and advisors in the financial sector. We love seeing genuine enthusiasm for the role!

Showcase Your Attention to Detail: Since the role involves data entry and compliance, it’s crucial to demonstrate your attention to detail. We recommend mentioning any previous experiences where accuracy was key to your success.

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 important updates from our team!

How to prepare for a job interview at Mash Group

✨Know Your Financial Stuff

Brush up on your knowledge of financial services and FCA standards. Even if you haven't worked in the industry before, showing that you've done your homework will impress the interviewers and demonstrate your commitment to the role.

✨Showcase Your Customer Service Skills

Prepare examples from your past experiences where you provided excellent customer service. Think about how you handled difficult situations or queries, as this will highlight your ability to support clients effectively.

✨Organisational Skills are Key

Be ready to discuss how you manage your time and stay organised. You might want to share specific tools or methods you use to keep track of tasks, especially when handling multiple client queries at once.

✨Ask Thoughtful Questions

At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.

Financial Administrator - Client & Advisor Support
Mash Group

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>