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- Tasks: Support advisers and clients with administration, compliance, and reporting tasks.
- Company: Join Peter Harding Wealth Management, a client-focused financial planning firm.
- Benefits: Gain hands-on experience, develop skills, and enjoy a supportive team culture.
- Why this job: Make a real impact on client satisfaction while growing your career in finance.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Opportunities for learning and career progression in a collaborative environment.
The predicted salary is between 30000 - 42000 £ per year.
Want a role where your work really matters and helps you grow your career in financial services? Do you want to gain hands-on experience in client administration, compliance and adviser support? If so, we have an exciting opportunity for you.
We are looking for a Financial Services Administrator to join our team and make an immediate impact. You will support advisers and paraplanners, ensuring clients get accurate, timely service, while developing valuable skills that can take your career to the next level. Every task you take on will strengthen your knowledge, improve client experiences, and expand your professional expertise.
This role gives you the chance to gain hands-on experience with policy processing, FCA-compliant procedures, and client communications, while learning from experienced advisers and paraplanners. Your work will directly improve client satisfaction and team efficiency.
If you are a Financial Services Administrator ready to grow your skills, take ownership of your work, and make a real impact, apply today and start building your career with a supportive, professional team.
Key Responsibilities- Client & Policy Administration – Process applications, policy changes, and transfers accurately. Manage ongoing client service requests, maintain accurate client records and monitor deadlines to ensure administrative tasks are completed in line with agreed service levels.
- Adviser Support – Respond to routine queries and escalate complex cases, grow problem-solving skills.
- Compliance & Quality – Maintain accurate records and assist with audits, giving you real experience in FCA regulations and best practice standards.
- Reporting & MI – Help produce management reports and support office projects, building skills in reporting, organisation, and process improvement.
The Company: Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You will join a supportive team where your input directly impacts client experiences and business success.
The Benefits- Develop technical and compliance skills while gaining hands-on experience.
- Supportive team culture with opportunities to learn and progress.
- Play a key role in delivering excellent client experiences.
- Experience in financial services administration or support.
- Knowledge of pensions, investments, protection, or tax-related administration.
- Strong organisational skills and attention to detail.
- Excellent written and verbal communication.
- Ability to prioritise tasks and manage multiple deadlines.
Financial Services Administrator in Shaftesbury employer: Peter Harding Wealth Management
Contact Detail:
Peter Harding Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Shaftesbury
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, attend local events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your skills. This will help you stand out and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client administration and compliance. We recommend doing mock interviews with friends or family to build confidence and refine your answers.
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Services Administrator in Shaftesbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant financial services administration experience, especially in client support and compliance, to show us you’re the right fit for the role.
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 our needs. Don’t forget to mention specific examples of your organisational skills and attention to detail.
Showcase Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
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 about the hiring process. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Peter Harding Wealth Management
✨Know Your Financial Services Basics
Before the interview, brush up on your knowledge of pensions, investments, and compliance regulations. This will not only show your interest in the role but also help you answer questions confidently.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you successfully managed multiple tasks or deadlines. Highlighting your organisational skills will demonstrate that you can handle the demands of the role effectively.
✨Practice Your Communication Skills
Since excellent written and verbal communication is key for this position, practice articulating your thoughts clearly. Consider doing mock interviews with a friend to refine your responses and ensure you convey your ideas effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions about the company culture, team dynamics, and opportunities for growth. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
