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- Tasks: Provide essential admin support in a friendly financial planning team.
- Company: Boutique financial planning practice in Truro with a supportive culture.
- Benefits: Competitive salary, flexible hours, 28 days holiday, and pension contributions.
- Other info: Ongoing professional development and a collaborative team atmosphere.
- Why this job: Join a respected firm and grow your career in a client-focused environment.
- Qualifications: Experience in finance or strong admin skills; local candidates preferred.
The predicted salary is between 34000 - 34000 £ per year.
A highly regarded boutique financial planning practice based in Truro is seeking an Administrator to join its close-knit, friendly and supportive team. This is an excellent opportunity for a proactive and detail-oriented individual looking to build or further their career within a professional and client-focused environment. The company is open to both full-time and part-time candidates and can offer a degree of flexibility around working arrangements for the right individual.
The Role
As a Financial Services Administrator, you will provide comprehensive administrative support across the business, assisting with client servicing, report preparation and the implementation of financial advice. Key responsibilities will include:
- Preparing client valuation reports and meeting packs
- Supporting the preparation of suitability reports and associated documentation
- Submitting applications and processing client instructions (e.g. fund switches, withdrawals)
- Liaising with providers and platforms to track and progress business
- Maintaining accurate and up-to-date client records
- Assisting advisers with pre- and post-meeting administration
- Providing general administrative support to the wider team
About You
The ideal candidate will have experience within financial planning or a broader financial services environment. However, individuals with strong administrative experience and a keen interest in the sector will also be considered. To be considered you MUST also live local to the offices in Truro. You will demonstrate:
- Excellent organisational skills and strong attention to detail
- A proactive and professional approach
- The ability to manage multiple tasks and meet deadlines
- Strong communication skills and a team-oriented mindset
- A commitment to delivering high standards of client service
What’s on Offer
- Competitive salary to £34,000
- Flexible working options, with both full-time and part-time hours considered
- 28 days’ holiday plus bank holidays
- Additional office closure over Christmas (c. 4 days) without using annual leave — totalling approximately 40 days’ leave per year
- 5% employer pension contributions (matched)
- A supportive and collaborative working environment
- Ongoing professional development, including support towards industry qualifications
This is a fantastic opportunity to join a respected and growing financial planning firm that places real value on its people and culture.
Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at the company. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Understand their values and think about how you can contribute to their supportive team environment. We want to see that you’re genuinely interested in being part of their close-knit community.
✨Tip Number 3
Show off your organisational skills during the interview! Bring examples of how you've managed multiple tasks or projects in the past. This will demonstrate your proactive approach and attention to detail, which are key for the Administrator role.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the position can leave a lasting impression. Plus, it shows your commitment to delivering high standards of client service, just like they value.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your organisational skills and attention to detail, as these are key for the Administrator role.
Craft a Personal Cover Letter: Use your cover letter to show us your personality! Explain why you're interested in the financial services sector and how your background makes you a great fit for our friendly team.
Showcase Relevant Experience: If you've got experience in financial planning or administration, make it shine! Use specific examples to demonstrate how you've successfully managed tasks similar to those listed in the job description.
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 mbf
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the specific role of an Administrator. Brush up on key terms and processes, like client valuation reports and suitability reports, so you can speak confidently about them.
✨Show Off Your Organisational Skills
Since this role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise and keep everything on track.
✨Be Proactive in Your Approach
Demonstrate your proactive nature by discussing times when you took the initiative to solve a problem or improve a process. This will show that you’re not just reactive but also someone who can contribute positively to the team.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.