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- Tasks: Provide admin support in a friendly financial planning team, assisting with client servicing and report prep.
- Company: Respected boutique financial planning practice in Truro with a supportive culture.
- Benefits: Competitive salary, flexible hours, 28 days holiday, and ongoing professional development.
- Other info: Local candidates preferred; enjoy a collaborative environment with excellent work-life balance.
- Why this job: Join a growing firm that values its people and offers real career growth opportunities.
- Qualifications: Experience in financial services or strong admin skills with a keen interest in finance.
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
Office Admin (Part-Time) in Cornwall, Truro employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Admin (Part-Time) in Cornwall, Truro
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to the hiring team.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they value a supportive environment. Think about how your skills align with their needs and be ready to share specific examples of your past experiences.
✨Tip Number 3
Show off your organisational skills! During the interview, demonstrate how you manage multiple tasks and meet deadlines. Bring along a portfolio of your work or examples of reports you've prepared to showcase your attention to detail.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining their close-knit team in Truro.
We think you need these skills to ace Office Admin (Part-Time) 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 Office Admin role.
Craft a Personal Cover Letter: Use your cover letter to show us your personality! Explain why you're interested in the role and how your background makes you a great fit for our friendly team in Truro.
Showcase Relevant Experience: If you've got experience in financial services or strong admin skills, make sure to showcase them. We want to see how you can contribute to our supportive environment!
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
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 Office Admin. Brush up on common terminology and processes, as this will show your genuine interest in the sector and help you answer questions more confidently.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work.
✨Be Proactive in Your Approach
Demonstrate your proactive nature by preparing thoughtful questions about the company and the team. This not only shows your enthusiasm but also helps you gauge if the environment is the right fit for you.
✨Emphasise Teamwork and Communication
As a Financial Services Administrator, you'll be part of a close-knit team. Share examples of how you've effectively communicated and collaborated with others in previous roles. Highlighting your team-oriented mindset will resonate well with the interviewers.