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For Companies At a Glance
- Tasks: Support Financial Advisers by organising client information and managing workflows.
- Company: Reputable financial services firm with a focus on quality client relationships.
- Benefits: £30,000 salary, 10% bonus, 25 days holiday, hybrid working, and career growth.
- Why this job: Join a friendly team and make a real impact in a professional environment.
- Qualifications: Experience in administration, ideally in financial services, with strong organisational skills.
- Other info: Stable company with long-term career potential and supportive team culture.
The predicted salary is between 24000 - 36000 £ per year.
We are working with a well-established and highly regarded firm of Financial Advisers based on the outskirts of Chesterfield, who are looking to recruit an experienced Administrator to support their growing team. This is an excellent opportunity to join a professional, friendly business where quality, client service and long-term relationships are at the heart of everything they do.
The Role
- Working closely with Financial Advisers, you will play a key role in ensuring the smooth day-to-day running of the business.
- Your responsibilities will include:
- Collating and organising information ahead of client meetings
- Preparing meeting packs and supporting documentation
- Liaising with Financial Advisers and other internal stakeholders
- Updating and maintaining accurate client records
- Using the back-office system to manage workflows and data
- Providing general administrative support across the advisory team
About You
- Previous experience in an administrative role, ideally within financial services
- Experience using Intelliflo as a back-office system would be highly advantageous
- Strong organisational skills with excellent attention to detail
- Confident communicator, comfortable liaising with advisers and colleagues
- Proactive, reliable and able to manage multiple tasks effectively
What’s on Offer
- £30,000 basic salary plus 10% discretionary bonus
- 25 days holiday plus bank holidays plus Christmas shutdown
- Death in service and critical illness cover
- Hybrid working arrangement
- Opportunity to join a stable, well-established and respected firm
- Supportive team environment with long-term career potential
If you are an experienced administrator looking for a role within a professional financial services environment, this could be an excellent next step. Email your CV today to be considered for this great opportunity - if you don’t hear within 5 working days, please assume you have not been successful.
Financial Services Administrator employer: NMS Recruit Ltd
Contact Detail:
NMS Recruit Ltd 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 your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at a firm like the one we're working with.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their focus on client service and long-term relationships. Be ready to discuss how your experience aligns with their needs and how you can contribute to their supportive team environment.
✨Tip Number 3
Show off your organisational skills! During interviews, share specific examples of how you've managed multiple tasks effectively in previous roles. This will demonstrate that you're proactive and reliable, just what they’re looking for in an administrator.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application and get noticed. Plus, it shows you're serious about joining a well-established firm in the financial services industry. Don’t miss out on this great opportunity!
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 your relevant experience, especially in administrative roles within financial services, and don’t forget to mention any familiarity with Intelliflo!
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 strong organisational skills and how you can contribute to the smooth running of the business.
Showcase Your Communication Skills: Since you'll be liaising with Financial Advisers and colleagues, make sure to demonstrate your confident communication style in your application. A friendly tone can go a long way in showing you’re a great team player!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, so don’t hesitate to hit that apply button!
How to prepare for a job interview at NMS Recruit Ltd
✨Know Your Stuff
Make sure you brush up on the basics of financial services and the specific role of an administrator. Familiarise yourself with terms like 'client records' and 'back-office systems'—especially Intelliflo, as it’s a big plus for this position.
✨Showcase Your Organisational Skills
During the interview, be ready to discuss how you manage multiple tasks and keep everything organised. Share specific examples from your past roles where your attention to detail made a difference in your team's efficiency.
✨Communicate Confidently
Since you'll be liaising with Financial Advisers and colleagues, practice clear and confident communication. Think about how you can demonstrate your ability to build relationships and support a team during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and the advisory team’s dynamics. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
