Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and clients with administrative tasks and client queries.
- Company: Join a prestigious financial planning and investment firm known for valuing their staff.
- Benefits: Enjoy hybrid working, competitive salary, training support, and a generous benefits package.
- Why this job: Build valuable skills in a supportive environment with clear career progression opportunities.
- Qualifications: Ideal for ambitious graduates or those with a background in financial services.
- Other info: Entry-level position with minimal staff turnover and a focus on internal promotions.
The predicted salary is between 15600 - 36400 £ 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.
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
What’s on Offer
- Competitive salary up to £26,000 plus discretionary bonus
- Hybrid working arrangement (2 days in the office, 3 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
- Entry level
Employment type
- Full-time
Job function
- Finance
#J-18808-Ljbffr
Financial Services Administrator – Hybrid Working employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator – Hybrid Working
✨Tip Number 1
Familiarise yourself with the financial services industry, especially areas like pensions and investments. This knowledge will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in financial administration. Think about how you would handle client queries or manage documentation effectively.
✨Tip Number 4
Demonstrate your organisational skills by creating a system for tracking your job applications and follow-ups. This will help you stay on top of your applications and show your proactive approach to potential employers.
We think you need these skills to ace Financial Services Administrator – Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, even if it's from internships or academic projects. Emphasise skills like communication and organisation, which are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your ambition to build a career in the sector. Mention specific reasons why you want to work for this particular firm and how you can contribute to their team.
Highlight Relevant Skills: In your application, clearly outline your administrative skills and any experience with client interactions. Use examples to demonstrate your ability to manage documentation and handle client queries effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at mbf
✨Research the Company
Before your interview, take some time to research the financial planning and investment firm. Understand their values, services, and recent news. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Common Questions
Anticipate common interview questions related to financial services, such as your understanding of pensions and investments. Be ready to discuss your background and how it aligns with the responsibilities of the Financial Services Administrator role.
✨Showcase Your Communication Skills
As this role requires strong communication skills, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to demonstrate how you've effectively communicated with clients or colleagues.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, training opportunities, or the company's approach to client relationships. This shows your enthusiasm and helps you assess if the company is the right fit for you.
