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- Tasks: Provide essential admin support in a friendly financial planning team.
- Company: Respected boutique financial practice in Truro with a supportive culture.
- Benefits: Competitive salary, flexible hours, 28 days holiday, and pension contributions.
- Other info: Enjoy a collaborative environment with opportunities for professional growth.
- Why this job: Join a growing firm that values its people and offers career development.
- Qualifications: Experience in finance or strong admin skills; local candidates preferred.
The predicted salary is between 34000 - 34000 £ per year.
A highly regarded boutique financial planning practice based in Truro is seeking an Administrator to join its close-knit, friendly and supportive team. This is an excellent opportunity for a proactive and detail-oriented individual looking to build or further their career within a professional and client-focused environment. The company is open to both full-time and part-time candidates and can offer a degree of flexibility around working arrangements for the right individual.
The Role
As a Financial Services Administrator, you will provide comprehensive administrative support across the business, assisting with client servicing, report preparation and the implementation of financial advice. Key responsibilities will include:
- Preparing client valuation reports and meeting packs
- Supporting the preparation of suitability reports and associated documentation
- Submitting applications and processing client instructions (e.g. fund switches, withdrawals)
- Liaising with providers and platforms to track and progress business
- Maintaining accurate and up-to-date client records
- Assisting advisers with pre- and post-meeting administration
- Providing general administrative support to the wider team
About You
The ideal candidate will have experience within financial planning or a broader financial services environment. However, individuals with strong administrative experience and a keen interest in the sector will also be considered. To be considered you MUST also live local to the offices in Truro. You will demonstrate:
- Excellent organisational skills and strong attention to detail
- A proactive and professional approach
- The ability to manage multiple tasks and meet deadlines
- Strong communication skills and a team-oriented mindset
- A commitment to delivering high standards of client service
What’s on Offer
- Competitive salary to £34,000.
- Flexible working options, with both full-time and part-time hours considered
- 28 days’ holiday plus bank holidays
- Additional office closure over Christmas (c. 4 days) without using annual leave — totalling approximately 40 days’ leave per year
- 5% employer pension contributions (matched)
- A supportive and collaborative working environment
- Ongoing professional development, including support towards industry qualifications
This is a fantastic opportunity to join a respected and growing financial planning firm that places real value on its people and culture.
Administrator in Truro employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Truro
✨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 hunt for an Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their values and how they operate. This will help you tailor your responses and show that you're genuinely interested in being part of their close-knit team.
✨Tip Number 3
Practice your communication skills! As an Administrator, you'll need to liaise with clients and providers regularly. Role-play common scenarios with a friend or family member to boost your confidence and ensure you come across as professional and approachable.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about joining our supportive environment. Plus, it shows you're proactive and keen to be part of our team!
We think you need these skills to ace Administrator in Truro
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your organisational skills and attention to detail, as these are key for the Administrator role.
Craft a Personal Cover Letter: Use your cover letter to show us your personality! Explain why you're interested in the role and how your background makes you a great fit for our friendly team in Truro.
Showcase Relevant Experience: If you've got experience in financial services or strong administrative skills, make sure to showcase that! We want to see how you can contribute to our supportive environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at mbf
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the specific role of an Administrator. Brush up on key terms and processes, as this will show your genuine interest in the sector and help you answer questions confidently.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work.
✨Be Proactive in Your Approach
Demonstrate your proactive nature by discussing instances where you took the initiative to improve processes or support your team. This aligns perfectly with what the company is looking for in a candidate who can thrive in a client-focused environment.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.