Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide top-notch admin support to clients and manage their portfolios efficiently.
- Company: A growing financial services firm focused on exceptional client service and professional development.
- Benefits: Competitive salary, pension, private healthcare, and flexible working options.
- Why this job: Join a dynamic team and grow your career in the financial services sector.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Structured environment with clear career progression and ongoing training opportunities.
The predicted salary is between 25000 - 31000 £ per year.
Location: Colchester (Office-based with hybrid working options)
Salary: £25,000 - £31,000
Benefits:
- Pension
- Private healthcare
- Flexible working (work from home 2-3 days per week)
About the Company:
Our client is a growing financial services firm focused on delivering exceptional client service while supporting professional development. They provide a structured environment with clear career progression, productivity goals, and ongoing training opportunities.
Key Responsibilities:
- Provide comprehensive administrative support to a portfolio of clients.
- Manage appointments, diary, email, and tasks for clients and PAs.
- Liaise with fund and ceding scheme providers to collect client information.
- Transcribe dictation, prepare meeting notes, and maintain accurate client records in CRM systems.
- Process EBS applications, protection plans, and client illustrations.
- Produce review letters and reports, and prepare documentation for meetings.
- Maintain Salesforce and internal systems, ensuring data accuracy.
- Organise client and internal events as required.
- Meet service level expectations, maintain high-quality outputs, and support team members when needed.
What We're Looking For:
- Proven SJP experience in financial services administration.
- Strong organisational and time-management skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple client tasks and portfolios efficiently.
- Proactive, team-oriented, and committed to providing a high standard of client service.
Desirable Skills:
- Familiarity with Salesforce and SJP platforms.
- Experience with client reporting and analytics.
- Ability to support and mentor junior staff.
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Financial Services Administrator in Chelmsford employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Chelmsford
✨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 directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience in financial services administration and how it relates to the role you're applying for.
✨Tip Number 4
Don't forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind.
We think you need these skills to ace Financial Services Administrator in Chelmsford
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 any SJP experience, and showcase your organisational skills. We want to see how you can bring value to our team!
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 skills align with the job. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear and free of errors. We appreciate attention to detail, so take the time to proofread before hitting send!
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services administration. Familiarise yourself with key terms, processes, and the specific tools mentioned in the job description, like Salesforce. This will show that you're not just interested but also well-prepared.
✨Showcase Your Organisational Skills
Since the role requires strong organisational and time-management skills, be ready to share examples from your past experiences. Think of situations where you successfully managed multiple tasks or portfolios, and explain how you prioritised effectively.
✨Communicate Clearly
Excellent written and verbal communication is a must for this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to demonstrate your engagement and communication skills.
✨Be Proactive and Team-Oriented
The company values a proactive approach and teamwork. Prepare to discuss how you've supported colleagues in the past or taken initiative in your previous roles. Highlight any mentoring experience you have, as it aligns with their desire for someone who can support junior staff.