At a Glance
- Tasks: Support financial services administration and collaborate with advisers in a dynamic team.
- Company: Rapidly growing financial services business with a strong local focus.
- Benefits: Up to £35,000 salary, hybrid working, generous holiday, and private medical insurance.
- Other info: Great opportunity for career growth and professional development.
- Why this job: Join a supportive team and develop your career in a thriving industry.
- 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 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
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 manage and prioritise your workload are essential. You will also need to be confident communicating with clients, providers and colleagues and be comfortable learning new systems and processes.
Package:
- Salary up to £35,000
- Hybrid working – minimum 2 days a week in the office
- Strong holiday entitlement + birthday off
- Opportunity to purchase additional annual leave
- Good pension contributions
- Private medical insurance
- Life assurance x4
- Income protection
- Full support with professional exams and relevant training
- A number of additional company benefits
This is a great opportunity for a Financial Services Administrator looking to join a growing organisation where they can build on their existing industry experience, develop new skills and establish a long-term career. The role offers the opportunity to gain wider exposure across financial services while working within a supportive team and benefiting from the resources, career opportunities and stability of a growing national business.
Administrator - Financial Services in Bristol 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 in Bristol
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like mbf. Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from mbf. Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like mbf. Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Administrator - Financial Services in Bristol
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in mbf. Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show mbf. Careers how you can be a team player!
How to prepare for a job interview at mbf. Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with mbf. Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with mbf. Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
