At a Glance
- Tasks: Provide high-quality admin support to financial planning professionals and ensure smooth operations.
- Company: Join one of the UK’s leading financial planning companies in central Exeter.
- Benefits: Up to £31,000 salary, bonuses, generous holidays, hybrid working, and career progression.
- Other info: Dynamic team environment with excellent opportunities for professional growth.
- Why this job: Kickstart your career in financial services with first-class training and support.
- Qualifications: Experience in financial planning or a relevant degree; strong communication and organisational skills.
The predicted salary is between 38250 - 46750 £ per year.
An exciting opportunity has arisen for an Administrator to join one of the UK’s leading financial planning companies, based in a fantastic central Exeter location. This is an excellent opportunity for an organised, professional and ambitious individual to join an established financial planning business and play an important role in supporting a highly experienced team.
The Role
Working as part of the wider financial planning team, you will provide high-quality administrative support to Senior IFA Administrators, Paraplanners and Financial Advisers. The role will involve a variety of administrative and client-focused responsibilities, helping to ensure the smooth and efficient running of the financial planning process. You will receive first-class on-the-job training and support, making this an excellent opportunity for someone looking to develop a long-term career within financial services.
About You
The ideal candidate will have some previous experience within financial planning, IFA, wealth management or a similar environment. However, the company is also open to candidates with broader financial services experience, including backgrounds within:
- Pensions providers
- Investment companies
- Financial platforms
- Banking
- Other relevant financial services environments
The client will also consider ambitious graduates who hold a degree in a relevant subject and are looking to build a career within financial planning. You will be professional, well-presented and articulate, with excellent communication skills and a genuine desire to learn and develop. Strong organisational skills, attention to detail and the ability to work effectively as part of a team are essential.
What's on Offer
- Basic salary up to £31,000
- Discretionary bonus
- Generous holiday entitlement
- Group Income Protection
- Group Life Assurance
- Pension
- Hybrid working – 3 days in the Exeter office and 2 days from home
- First-class on-the-job training and support
- Support towards relevant market exams
- Excellent opportunities for career progression
This is a fantastic opportunity to join a leading name within the financial planning industry, where you will be surrounded by experienced professionals and given the training, support and encouragement needed to develop your career. The company actively supports professional development and progression, making this an ideal opportunity for someone who is ambitious and wants to build a successful long-term career within financial planning.
Administrator – Financial Services in Exeter 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 Exeter
✨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 in Exeter
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.
