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- Tasks: Provide administrative support in a friendly financial planning team.
- Company: Respected boutique financial planning practice in Truro.
- Benefits: Competitive salary, flexible hours, 28 days holiday, and pension contributions.
- Other info: Opportunity for ongoing professional development and industry qualifications.
- Why this job: Join a supportive team and grow your career in finance.
- Qualifications: Experience in financial services or strong admin skills required.
The predicted salary is between 30000 - 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.
Locations
Administrator Part-time Learning Disabilities in Cornwall, Truro employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator Part-time Learning Disabilities in Cornwall, Truro
✨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 your skills align with their needs. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and genuine, not like you’re reading from a script. Role-playing with a friend can help you nail this!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it’s a great way to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Administrator Part-time Learning Disabilities in Cornwall, Truro
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match 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 showcase your proactive approach and passion for the financial services sector. This is your chance to let your personality shine through and explain why you’re a great fit for our team.
Showcase Relevant Experience: Even if you don’t have direct experience in financial planning, emphasise any strong administrative roles you've held. We value transferable skills, so make sure to highlight those!
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’re considered for this fantastic opportunity with our supportive team.
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you understand the basics of financial planning and the specific role of an Administrator in this context. Brush up on key terms and processes, like client valuation reports and suitability reports, so you can speak confidently about them during the interview.
✨Showcase Your Organisational Skills
Since the job requires excellent organisational skills and attention to detail, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will demonstrate your ability to handle the responsibilities of the role effectively.
✨Be Proactive in Your Approach
The company is looking for someone who is proactive and professional. During the interview, share instances where you took the initiative to solve a problem or improve a process. This will highlight your readiness to contribute positively to their team.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask the interviewer about the team dynamics or the company's approach to client service, showing that you're engaged and interested.