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- Tasks: Support clients by managing enquiries and ensuring accurate data entry.
- Company: Reputable Financial Planning firm with a focus on employee growth.
- Benefits: Flexible working, private healthcare, 26 days holiday, and career development support.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Collaborative environment with clear career progression opportunities.
The predicted salary is between 28800 - 43200 £ per year.
Eventus Recruitment are seeking a full-time permanent Financial Services Administrator to join a highly reputable financial services business based in Manchester City Centre. With an supportive female leadership team, this is an excellent opportunity for a financial services professional to develop a long-term career, with real scope for progression into Operations Management, Paraplanning or Financial Advising. The role is office-based initially, with the potential for hybrid working (including remote working) in early 2026. You will benefit from a salary of £26,000 – £27,000 (depending on experience), 26 days holiday (plus bank holidays), excellent company pension (7%), life assurance, and full support for financial services qualifications. Working hours are 9am – 5pm, Monday to Friday.
Role Responsibilities
This is a hands-on and varied Financial Services Administrator job, providing essential support to the Financial Advisers and ensuring the smooth running of the business :
- Managing day-to-day operations and internal processes
- Liaising with providers, compliance, and the wider support network
- Creating and maintaining systems and processes to manage the business efficiently
- Managing client communications including pre-qualification, meeting arrangements, and onboarding
Preparing and processing documents for meetings.
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Financial Services Administrator employer: The Eventus Recruitment Group
Contact Detail:
The Eventus Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their growth.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with various parties, being able to articulate your thoughts clearly will set you apart. Consider mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator
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 in handling data and managing enquiries, as this will show us you’re a great fit for the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in this role and how your skills align with our values of integrity and care. Keep it concise but impactful!
Showcase Your Attention to Detail: Since this role requires strong attention to detail, make sure to proofread your application. Any typos or errors could give us the impression that you might not be as meticulous as we need you to be.
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 process!
How to prepare for a job interview at The Eventus Recruitment Group
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial services and the specific responsibilities of a Financial Services Administrator. Familiarise yourself with CRM systems like Intelliflo Office and be ready to discuss how you've managed data in previous roles.
✨Showcase Your Attention to Detail
Since this role requires strong attention to detail, prepare examples from your past experiences where your meticulousness made a difference. Whether it was logging data accurately or ensuring compliance, having concrete examples will impress the interviewers.
✨Communicate Clearly
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely. You might even want to role-play common scenarios where you would need to liaise with colleagues or clients, showcasing your ability to handle enquiries across multiple channels.
✨Embrace Adaptability
The hiring company values adaptability, so be prepared to discuss times when you've successfully navigated change in the workplace. Highlight your willingness to learn new processes and contribute to improvements, as this aligns with their culture of continuous development.
