At a Glance
- Tasks: Support financial services administration and collaborate with advisers and paraplanners.
- Company: Rapidly growing financial services business with a focus on local teams.
- Benefits: Competitive salary, career development, and a supportive work environment.
- Other info: Exciting opportunity for career growth in a thriving organisation.
- Why this job: Join a dynamic team and grow your career in the financial services sector.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
We are working with a highly successful and rapidly growing financial services business to recruit an additional Financial Services Administrator to join their Bristol team. This is an excellent opportunity for an experienced administrator with a background in financial services, particularly those with experience across pensions, investments, platforms, providers or financial products, who are looking to develop their career within a successful and expanding organisation.
The business has experienced significant growth in recent years and has ambitious plans for further expansion. Despite its growing national presence, it maintains a strong focus on local teams, collaboration and delivering an excellent experience for clients.
The Role
The successful candidate will join a small, supportive administration team and work closely with Advisers, Paraplanners and colleagues across the wider business. The role will provide broad exposure to financial services administration, supporting the processing of client business and ongoing servicing requirements. Responsibilities will include:
- Processing financial services administration across pensions, investments and other financial products
- Using provider and platform systems to process transactions and client instructions
- Processing new business and top-up applications
- Processing fund switches, purchases, sales and income withdrawal requests
- Processing Letters of Authority and obtaining information from providers
- Supporting advisers with client meeting preparation and collating relevant information
- Preparing client reports, review packs and supporting documentation
- Maintaining accurate client records and updating internal systems
- Supporting ongoing client servicing and administration
- Assisting with wider administrative projects and supporting colleagues during busy periods
About You
This role is particularly suited to someone with previous financial services administration experience, rather than requiring a specific background within IFA or financial planning. Relevant experience could include working within pensions, investments, wealth management, platforms, insurance, banking or other areas of financial services. Strong administrative skills, excellent attention to detail and the ability to work collaboratively are essential.
Administrator - Financial Services employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Financial Services
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrator - Financial Services
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf. Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf. Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf. Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf. Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf. Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf. Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
