Financial Services Administrator Apply now
Financial Services Administrator

Financial Services Administrator

Milton Keynes Full-Time 24000 - 26000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Support financial advisors by managing new business cases and creating confidential files.
  • Company: Join an award-winning Financial Advisory firm with a dynamic and friendly team.
  • Benefits: Enjoy a competitive salary, 28 days holiday, and free parking in beautiful riverside offices.
  • Why this job: Kickstart your career in finance with full training and a supportive work culture.
  • Qualifications: Great customer service skills and excellent communication are essential; no prior experience needed.
  • Other info: Work Monday to Friday, with early finishes on Fridays and company events.

The predicted salary is between 24000 - 26000 £ per year.

About the Client Our client is an award winning Financial Advisory firm, and they are looking for a Financial Services Administrator. Full training will be given to someone who has great customer service, great people skills, excellent communication skills, personal presentation and looking for a solid career in the financial advisory industry. Benefits Salary: circa £25,000 Hours: Monday to Friday 8.00am – 5.00pm (normally finish at 4.00pm Friday) Location: Office Based, Milton Keynes in beautiful riverside offices, working with a dynamic, professional and friendly team 28 days holiday (inc. bank holidays) PLUS additional holidays to cover Christmas and New Year closure Parking Training in the financial services sector Bereavement leave Company events Company pension Free parking (on-site or nearby) Referral programme Sick pay About the Role As a Financial Services Administrator you will primarily, be involved in the administration support of overseeing new business cases, creating confidential files, helping with compilation of reports, fact finding etc supporting the financial advisors. You will be performing all administrative activities required in progressing a case from start to finish, for example, ensuring the correct documentation is …

Financial Services Administrator employer: Red Source Ltd

Our client is an exceptional employer, offering a supportive and dynamic work environment in the heart of Milton Keynes. With a focus on employee growth, they provide comprehensive training in the financial services sector, alongside generous benefits such as 28 days of holiday, a company pension, and opportunities for professional development. Join a friendly team in beautiful riverside offices where your contributions are valued and rewarded.
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Contact Detail:

Red Source Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Administrator

Tip Number 1

Make sure to highlight your customer service experience in conversations. Since the role emphasizes great people skills, sharing specific examples of how you've successfully interacted with clients can set you apart.

Tip Number 2

Familiarize yourself with basic financial terminology and concepts. This will not only help you understand the industry better but also demonstrate your commitment and eagerness to learn during discussions.

Tip Number 3

Practice your communication skills by engaging in mock interviews or discussions with friends. Being articulate and confident in your responses will leave a positive impression on the hiring team.

Tip Number 4

Research the company culture and values of the financial advisory firm. Tailoring your conversation to reflect how your personal values align with theirs can show that you're a great fit for their team.

We think you need these skills to ace Financial Services Administrator

Customer Service Skills
Excellent Communication Skills
Attention to Detail
Organizational Skills
Time Management
Interpersonal Skills
Confidentiality
Report Compilation
Problem-Solving Skills
Proficiency in Microsoft Office Suite
Ability to Work Independently
Team Collaboration
Adaptability
Basic Financial Knowledge

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Financial Services Administrator position. Understand the key responsibilities and required skills, such as customer service and communication skills, to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in administrative roles or customer service. Provide specific examples that demonstrate your people skills and ability to support a team effectively.

Craft a Strong Cover Letter: Write a personalized cover letter that showcases your enthusiasm for the financial advisory industry. Mention why you are interested in this role and how your skills align with the company's needs.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for an administrative role.

How to prepare for a job interview at Red Source Ltd

Showcase Your Customer Service Skills

Since the role emphasizes great customer service, be prepared to share specific examples of how you've successfully handled customer interactions in the past. Highlight your ability to communicate effectively and resolve issues.

Demonstrate Your People Skills

The client values strong interpersonal skills. During the interview, engage with the interviewer by maintaining eye contact, smiling, and showing enthusiasm. This will help convey your ability to work well within a team.

Prepare for Administrative Scenarios

As the role involves various administrative tasks, think about how you would approach organizing files or managing multiple cases. Be ready to discuss your organizational strategies and any relevant experience you have.

Research the Financial Advisory Industry

Familiarize yourself with the financial advisory sector and current trends. This knowledge will not only impress the interviewer but also demonstrate your genuine interest in building a career in this field.

Financial Services Administrator
Red Source Ltd Apply now
R
  • Financial Services Administrator

    Milton Keynes
    Full-Time
    24000 - 26000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-04

  • R

    Red Source Ltd

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