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- Tasks: Provide essential admin support to financial planners and ensure smooth client service.
- Company: Modern wealth management firm in Bristol with a strong reputation.
- Benefits: Up to £30,000 salary, hybrid working, and competitive benefits package.
- Other info: Supportive environment with genuine career progression opportunities.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Experience in financial services or related fields, strong organisational skills.
The predicted salary is between 30000 - 30000 £ per year.
A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bristol. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development. You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process.
Key Responsibilities:
- Providing administrative support across the financial planning process
- Managing annual reviews and preparing client documentation
- Processing change of address updates and maintaining accurate client records
- Handling general client servicing and administrative tasks
- Liaising with providers, platforms, and internal teams to ensure efficient case progression
About You:
- Previous experience within financial planning or the wider financial services sector
- Candidates from pensions, investments, platforms, or mortgage backgrounds will also be considered
- Strong organisational skills with excellent attention to detail
- A proactive and team-oriented approach
- Confident communication skills and a client-focused mindset
What’s on Offer:
- Basic salary up to £30,000
- Hybrid working – 3 days in the office & 2 days WFH
- Competitive benefits package
- Opportunity to join a growing and highly regarded firm
- Supportive and collaborative working environment
- Genuine opportunities for career progression and development
This is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.
Financial Services Administrator in England employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in England
✨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 to someone at a firm like ours.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand what makes our financial planning practice tick, and think about how your skills can contribute to our collaborative environment. Show us you’re genuinely interested!
✨Tip Number 3
Practice your communication skills! As a Financial Services Administrator, you'll need to liaise with clients and internal teams. Role-play common scenarios with a friend to boost your confidence and ensure you come across as client-focused.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team and contributing to our high-quality service.
We think you need these skills to ace Financial Services Administrator in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous roles in financial planning or related sectors, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background makes you a perfect fit for our team. Keep it personal and engaging – we want to see your personality!
Showcase Your Team Spirit: Since we value collaboration, make sure to mention any experiences where you’ve worked well in a team. Whether it’s in previous jobs or during your studies, let us know how you contribute to a positive team environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at mbf
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning and services. Be ready to discuss your previous experience in the sector, whether it's pensions, investments, or mortgages. This shows you’re not just a fit for the role but genuinely interested in the field.
✨Show Off Your Organisational Skills
Since this role requires strong organisational skills, prepare examples of how you've managed multiple tasks or projects in the past. Use specific instances where your attention to detail made a difference, as this will resonate well with the interviewers.
✨Be Client-Focused
Demonstrate your client-focused mindset by sharing stories about how you've provided excellent service in previous roles. Highlight any experiences where you went above and beyond to meet client needs, as this aligns perfectly with the firm's values.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for career progression. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you.