Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Financial Services Administrator, providing top-notch support to clients and advisers.
- Company: Be part of a leading financial planning firm with a strong local presence in Norfolk and Suffolk.
- Benefits: Enjoy flexible hours, 25 days annual leave, and perks like free medical cover and employee assistance programmes.
- Why this job: This role offers a chance to grow in a supportive environment while making a real impact on clients' lives.
- Qualifications: You need at least three years of experience in financial services administration and strong communication skills.
- Other info: Training will be provided in Norwich, and you'll have opportunities for professional qualification support.
The predicted salary is between 28800 - 43200 £ per year.
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision. This is a great opportunity for an experienced FS Administrator to join my client's Financial Planning team in their Bury St. Edmunds office (outskirts). This role will require the initial months training to take place in my client's Norwich office.
As an experienced administrator you will be focused on providing excellent administration and compliance support to Clients, Advisers, Managers and Directors.
Job Responsibilities- To ensure all administration is undertaken to the highest standard and conducted in accordance with the firm's procedures, service standards and the requirements of the FCA.
- You will be responsible for managing your own work activity and will be in frequent discussion with your immediate Supervisor.
- You will input accurate and up to date information on internal/external software packages and provider websites.
- You will work respectfully and professionally with other members of your team and offer work support when capacity allows.
- To ensure that all communications with clients, including correspondence, meetings, and telephone calls, are dealt with promptly and within service standards.
- To attend client meetings with the Advisers/Directors so as to build a rapport with your client base.
- To take an active role in departmental meetings and look to improve existing processes.
- To travel to and work from other offices when required.
- To participate in ad-hoc assignments.
- You will have at least three years’ experience in an administrative or support role in Financial Services.
- Experience with Intelliflo is desired but not essential.
- The ability to manage your own time and work to deadlines, to take instruction from senior staff and execute tasks as required.
- The ability to deliver excellent service to clients both in person and over telephone and via email.
- Strong communication skills to liaise with both client and providers are essential.
- Strong attention to detail.
- Strong organisational skills and ability to handle multiple priorities.
- The ability to work both independently and as part of a team.
- Some flexibility is required to changing priorities.
- Self-motivated and ability to use own initiative.
- Excellent computer skills, particularly using Microsoft Office (Word, Excel, and Outlook).
- Buy/sell holiday
- Dress for diary
- Employee assistance programme
- Professional qualification support
- Free Parking
- Workplace pension scheme
- Free medical cover
- Office hours are 9-5 (flexible)
- Christmas parties, summer parties and ad hoc team events
- Cycle to work and other discount schemes
- 25 days Annual leave
- Agile working
Financial Services Administrator (experienced) employer: Service Service Employment Agency Limited
Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator (experienced)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the regulations set by the FCA. Understanding these guidelines will not only help you in your role but also show potential employers that you're serious about compliance and administration.
✨Tip Number 2
Network with professionals in the financial planning sector, particularly those who work in or around Bury St. Edmunds. Attend local events or join online forums to connect with others in the field; this can lead to valuable insights and potential job referrals.
✨Tip Number 3
Brush up on your software skills, especially with tools like Intelliflo if you have access to them. Being proficient in relevant software will make you a more attractive candidate and demonstrate your readiness to hit the ground running.
✨Tip Number 4
Prepare for interviews by practising common questions related to client communication and administration in financial services. Think of specific examples from your past experience that highlight your attention to detail and organisational skills.
We think you need these skills to ace Financial Services Administrator (experienced)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services administration. Focus on your achievements and how they align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to provide excellent administration and compliance support, as well as your strong communication skills.
Highlight Relevant Skills: In your application, emphasise your organisational skills, attention to detail, and ability to manage multiple priorities. These are crucial for the role and should be clearly articulated.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are key traits for this position.
How to prepare for a job interview at Service Service Employment Agency Limited
✨Showcase Your Experience
Make sure to highlight your three years of experience in an administrative role within Financial Services. Be prepared to discuss specific examples of how you've provided excellent support to clients and advisers, as this will demonstrate your suitability for the position.
✨Demonstrate Attention to Detail
Given the importance of accuracy in financial administration, be ready to provide examples of how you've ensured precision in your previous roles. Discuss any processes you’ve implemented to maintain high standards and compliance with regulations.
✨Prepare for Team Dynamics
Since teamwork is crucial in this role, think about instances where you've successfully collaborated with others. Be ready to discuss how you can contribute positively to the team environment and support your colleagues when needed.
✨Familiarise Yourself with Relevant Software
While experience with Intelliflo is desired but not essential, it’s a good idea to research it beforehand. If you have experience with similar software, be prepared to discuss how you can quickly adapt to new systems and technologies.
