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- Tasks: Provide top-notch admin support to financial advisers and clients in a dynamic team.
- Company: Join a prestigious financial planning firm known for its supportive culture.
- Benefits: Earn up to £30,000, enjoy hybrid working, and access generous benefits.
- Why this job: Kickstart your career in finance with clear progression and full training.
- Qualifications: Ideal for ambitious graduates or those with a background in financial services.
- Other info: Experience minimal turnover in a company that truly values its staff.
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
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.
Additional Details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Finance
We are not including the following non-job-specific postings in this description.
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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
Network like a pro! Reach out to people in the financial services sector, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you answer questions confidently and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Financial Services Administrator, you'll need to handle client queries and maintain contact. Role-play common scenarios with a friend or family member 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 connect directly with us.
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 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 managing client queries. We love candidates who can demonstrate their ability to handle documentation and maintain professionalism under pressure.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s super easy, and you’ll get to see all the details about the role and our company culture!
How to prepare for a job interview at mbf
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially areas like 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 from your past experiences where you successfully managed documentation or client records. Highlighting your organisational skills will demonstrate that you can handle the administrative support required in this role.
✨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 handling client queries.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
