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- Tasks: Provide essential admin support to Financial Advisers in a fast-paced environment.
- Company: Respected Independent Financial Planning firm based in Exeter.
- Benefits: Competitive salary, hybrid working, private medical insurance, and 25 days holiday.
- Why this job: Join a friendly team and gain valuable experience in financial services.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Enjoy long-term stability and excellent career growth opportunities.
The predicted salary is between 25000 - 28000 £ per year.
An established and highly respected Independent Financial Planning firm based in Exeter is seeking an experienced Administrator to join its friendly and professional team. This is a busy, back-office support role providing full administrative assistance to a team of Financial Advisers. The successful applicant will be highly organised, detail-driven and comfortable managing a high volume of work in a fast-paced financial services environment.
Key Responsibilities
- Providing full administrative and processing support to three Financial Advisers
- Submitting new business across pensions, investments and protection products
- Liaising with major financial providers including Aviva, Prudential, Fidelity and Scottish Widows
- Monitoring workflow and progressing cases through to completion
- Chasing outstanding documentation and provider requirements
- Maintaining accurate records in line with compliance procedures
Ideally you will have:
- Previous experience within financial services administration or IFA support (highly desirable)
- Strong administrative skills with excellent attention to detail
- Confident written and verbal communication skills
- Good working knowledge of Microsoft Office
- Experience using Intelligent Office (Intelliflo) would be advantageous
- A proactive, reliable and team-focused approach
Package & Benefits
- Salary £25,000 – £28,000 depending on experience
- 25 days holiday plus 8 bank holidays
- Hybrid working
- Private Medical Insurance
- Group Protection Scheme
- Free on-site parking
- Excellent transport links via train and bus
This is an excellent opportunity to join a well-established firm offering long-term stability, a friendly working environment.
Financial Services Administrator - Hybrid Working in Plymouth employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator - Hybrid Working in Plymouth
✨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 the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re all about being friendly and professional. Practise common interview questions and think of examples from your past experience that showcase your organisational skills and attention to detail.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from the interview to remind them of your conversation and reinforce your interest.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Financial Services Administrator - Hybrid Working in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your previous experience in financial services administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your organisational skills and attention to detail, and don’t forget to show your enthusiasm for joining our friendly team at StudySmarter.
Showcase Your Communication Skills: Since this role involves liaising with financial providers and supporting advisers, make sure your written application reflects your strong communication skills. We love clear and concise writing, so keep it professional yet approachable!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you’re keen on joining our awesome team!
How to prepare for a job interview at mbf
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially the products and providers mentioned in the job description. Being able to discuss pensions, investments, and protection products confidently will show that you're serious about the role.
✨Show Off Your Organisational Skills
Prepare examples from your past experience where you successfully managed multiple tasks or projects. Highlight how you maintained accuracy and attention to detail while working under pressure, as this is crucial for the role.
✨Practice Your Communication
Since you'll be liaising with Financial Advisers and major providers, practice articulating your thoughts clearly. Consider doing mock interviews with a friend to refine your verbal communication skills and ensure you come across as confident and professional.
✨Familiarise Yourself with Tools
If you have experience with Microsoft Office and Intelligent Office (Intelliflo), make sure to mention it. If not, take some time to learn the basics of these tools, as being tech-savvy can give you an edge in the interview.
