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- Tasks: Provide top-notch admin support to financial advisers and clients while managing documentation.
- Company: Join a prestigious financial planning firm with a supportive and collaborative culture.
- Benefits: Earn up to £30,000, enjoy hybrid working, and receive generous benefits.
- Why this job: Kickstart your career in finance with clear progression opportunities and full training.
- Qualifications: Background in financial services preferred; ambitious graduates are welcome to apply.
- Other info: Minimal staff turnover in a dynamic environment focused on employee growth.
The predicted salary is between 21600 - 36000 £ per year.
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Director/Senior Recruitment Consultant – Financial Services – South West & Wales
We are seeking a Financial Services Administrator to join a prestigious financial planning and investment firm as part of their expanding Financial Planning Team. This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry.
Key Responsibilities
- Provide full administrative support to financial advisers and clients
- Handle client queries and maintain regular client contact
- Manage documentation, reports, and client records with accuracy and professionalism
- Assist with preparation of client meetings and follow-up actions
Requirements
- Background in financial planning or wider financial services such as pensions, investments, or platforms is preferred
- Good understanding of financial services and ambition to build a long-term career in the sector
- Ambitious graduates seeking their first role in financial services will also be considered
- Strong communication, organisational, and administrative skills
- Please note: candidates must live within a reasonable commute of Bracknell.
What’s on Offer
- Competitive salary up to £30,000 plus discretionary bonus
- Hybrid working arrangement (3 days in the office, 2 days from home)
- Full training and support for market exams
- Clear career progression opportunities with a company known for internal promotions
- Generous benefits package
This is a fantastic opportunity to join a market leading company who value their staff and as a result have minimal staff turnover.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
Referrals increase your chances of interviewing at mbf by 2x
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Financial Services Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, attend industry events, and connect on LinkedIn. The more connections you make, the better your chances of landing that Financial Services Administrator role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your career goals. This will help you stand out as a candidate who’s genuinely interested in being part of their team.
✨Tip Number 3
Practice common interview questions related to financial services. Think about your experiences and how they relate to the role. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight any relevant experience in financial planning or administration, and don’t forget to showcase your communication and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how your background aligns with the role. Keep it concise but engaging – we want to see your personality!
Showcase Your Skills: In your application, be sure to highlight your administrative skills and any experience handling client queries. We love candidates who can demonstrate their ability to manage documentation accurately and professionally.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at mbf
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially around pensions and investments. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed documentation or client records in the past. Highlighting your organisational skills will demonstrate that you can handle the administrative support required for this position.
✨Practice Your Communication
Since strong communication is key, practice answering common interview questions clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and career progression opportunities. This shows your interest in the role and helps you gauge if it's the right fit for you.
