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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: Opportunities for 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.
Administrator in Cornwall employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Cornwall
✨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 an Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and values, so you can show how you fit into their close-knit team. We want to see that you’re genuinely interested in being part of our supportive environment!
✨Tip Number 3
Practice your communication skills! As an Administrator, you'll need to liaise with clients and providers regularly. Role-play common scenarios with a friend or family member to boost your confidence and ensure you come across as professional and approachable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us that you’re proactive and keen to join our fantastic team in Truro.
We think you need these skills to ace Administrator in Cornwall
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 showcase your proactive approach and enthusiasm for the financial services sector. Share why you’re excited about the opportunity to work with our friendly team in Truro.
Showcase Relevant Experience: If you have experience in financial planning or administration, make it front and centre! Even if you’re new to the sector, emphasise any transferable skills that demonstrate your ability to manage multiple tasks and meet deadlines.
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 the Company Inside Out
Before your interview, take some time to research the financial planning practice. Understand their values, services, and what sets them apart in the industry. This will not only help you answer questions more effectively but also show your genuine interest in joining their team.
✨Showcase Your Organisational Skills
As an Administrator, strong organisational skills are key. 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.
✨Demonstrate Your Client-Focused Mindset
Since this role involves client servicing, think of specific instances where you've gone above and beyond for a client or colleague. Highlight your proactive approach and how you maintain high standards of service, as this aligns perfectly with what they’re looking for.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the team dynamics, company culture, or opportunities for professional development. This shows that you’re not just interested in the job, but also in how you can grow within the company.