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- Tasks: Support Financial Advisers with customer applications and liaise with clients and providers.
- Company: Join a mission-driven company making financial advice accessible to all.
- Benefits: Competitive salary, bonus scheme, pension contributions, and generous holiday allowance.
- Why this job: Be part of a vital support role with great development opportunities in a hybrid work environment.
- Qualifications: Experience in administration and strong communication skills are essential.
- Other info: Work in a dynamic team based in Swindon, with 3 days in the office.
The predicted salary is between 25000 - 35000 £ per year.
We're on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We're looking for experienced Administrators to join the team, supporting our growth ambitions for the future.
The primary purpose of the role is to assist our in-house Financial Advisers with all aspects of customer applications, following up and chasing lenders and providers, liaising with third parties and clients. Providing first-class administration for the team, as well as maintaining records accurately, this is a vital support role with great development opportunities.
This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week.
The benefits:
- Salary: £25,000
- Bonus scheme: on target bonus - 7.5%
- Pension scheme: contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection: 1 x salary
- Death in service: 4 x salary
- 25 days holiday
Administrator - Mortgage, Protection & Wealth in Swindon employer: Openwork
Contact Detail:
Openwork Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Mortgage, Protection & Wealth in Swindon
✨Tip Number 1
Network like a pro! Reach out to people in the industry on LinkedIn or at local events. 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 mission. Show us that you're passionate about making financial advice accessible and how your skills as an Administrator can contribute to that goal.
✨Tip Number 3
Practice your responses to common interview questions. We want to see how you handle customer applications and liaise with clients, so be ready to share examples from your past experiences.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re genuinely interested in joining our mission and being part of the team.
We think you need these skills to ace Administrator - Mortgage, Protection & Wealth in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Administrator role. Highlight any previous admin experience, especially in financial services, and don’t forget to mention your attention to detail and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for making financial advice accessible and how you can contribute to our mission. Be sure to mention specific examples of how you've supported teams in the past.
Showcase Your Communication Skills: As an Administrator, you'll be liaising with clients and third parties, so it's crucial to demonstrate your communication skills. In your application, mention any experience you have in managing client relationships or coordinating with external partners.
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 be able to see all the details about the role and our company culture. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Openwork
✨Know Your Stuff
Make sure you understand the basics of mortgage, protection, and wealth management. Brush up on key terms and processes that are relevant to the role. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Admin Skills
Prepare examples of how you've successfully managed administrative tasks in previous roles. Highlight your attention to detail, organisation skills, and ability to maintain accurate records. This is crucial for supporting Financial Advisers effectively.
✨Practice Your Communication
Since you'll be liaising with clients and third parties, practice clear and concise communication. Role-play common scenarios you might encounter, such as following up with lenders or explaining processes to clients. This will help you feel more at ease during the interview.
✨Emphasise Teamwork
This role is all about supporting a team, so be ready to discuss how you've collaborated with others in the past. Share specific examples of how you contributed to team success and how you can bring that same energy to their team.