At a Glance
- Tasks: Support financial advisers with daily administration and ensure smooth office operations.
- Company: Join TNS Financial Solutions, a friendly and supportive firm in the Openwork Partnership network.
- Benefits: Enjoy a competitive salary, pension contributions, and 20-25 days annual leave.
- Other info: Opportunity to progress into paraplanning with support for exams and development.
- Why this job: Be part of a team that values personal development and offers career progression opportunities.
- Qualifications: 1 year in financial services, strong admin skills, and understanding of financial planning principles.
The predicted salary is between 23000 - 27000 £ per year.
Job Description
TNS Financial Solutions Ltd are a successful Strategic Partner firm of the Openwork Partnership network, they are looking to strengthen their adviser support team by recruiting an experienced Financial Administrator to join their team based in their offices in Boston, Lincolnshire.
We’re a friendly, busy and fast-paced practice with a supportive team culture. We pride ourselves on creating an environment where everyone can grow and develop their skills, with the right structure in place to help you learn and thrive. If you’re looking for a team that works hard, supports each other and values personal development, you’ll fit right in with us.
About the Role
They are seeking a dedicated Financial Administrator to join their already successful adviser support team. Our ethos is rooted in providing a high-quality, superior service to each of our clients. This is an exciting opportunity to play a key role in supporting one of our financial advisers with day-to-day business administration, ensuring smooth operations with the firm.
This role is a great opportunity for someone who wants to build a strong career in financial services. There’s the chance to progress into a paraplanning role in future, with support for exams and development along the way. Equally, we really value experienced administrators who want to stay in this role and continue to be an integral part of the team — both pathways are vital to our business.
Key Responsibilities:
- Answer and directing phone calls
- Greeting visitors to the office making teas/coffees for client meetings
- Dealing with incoming & outgoing post
- Action email requests from advisers & clients
- General office duties e.g. filing & scanning
- Data inputting into the back-office system
- Generating review invitation letters
- Preparing client valuations
- Adding legacy plans into the back-office system
- Processing client investment/pension withdrawals
- Preparation of regular review letters & reports
The Benefits
- A salary of £27,000 to £30,000 (DOE)
- 4 x Death in Service
- Company pension with 5% employer contribution
- 20 days annual leave, increasing to 25 after 3 years service
- Free onsite parking
- Cycle to work scheme
Key Skills & Experience:
- Minimum 1 year of working within financial services, ideally related to financial advice
- An understanding of financial planning principles, products and regulations
- High professional administration skills
- High professional communication skills both written and verbal
- Organisational skills with the ability to manage multiple priorities
- Knowledge of financial planning software and platforms is desirable but not essential
Why Join Us?
If you’re looking for a business that works hard, supports each other and values personal development, this is the place for you.
Ready to take the next step?
If you’re an experienced, ambitious financial administrator looking for work with a highly successful firm, we encourage you to apply. Don’t miss the chance to take your career to the next level with one of the leading names in the industry
TNS Financial Solutions Ltd are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community.
Financial Administrator in Boston employer: The Openwork Partnership
TNS Financial Solutions Ltd is an excellent employer, offering a supportive and friendly work environment in Boston, Lincolnshire, where personal development is highly valued. With opportunities for career progression into paraplanning and a commitment to employee growth, the firm provides a comprehensive benefits package, including a competitive salary, generous annual leave, and a company pension scheme. Join a team that prioritises collaboration and excellence in financial services, while also being part of a larger network that supports community initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Boston
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on financial planning principles and products. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work in administration roles. Engaging with them can provide insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Prepare to discuss your organisational skills and how you manage multiple priorities. Think of specific examples from your past experience that showcase your ability to handle a busy workload effectively.
✨Tip Number 4
Research TNS Financial Solutions Ltd and The Openwork Partnership to understand their values and mission. Tailoring your conversation to reflect their ethos of support and personal development can set you apart from other candidates.
We think you need these skills to ace Financial Administrator in Boston
Some tips for your application 🫡
Understand the Role:Before applying, make sure to thoroughly read the job description for the Financial Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Tailor Your CV:Customise your CV to highlight relevant experience in financial services and administration. Emphasise your organisational skills, communication abilities, and any knowledge of financial planning principles or software.
Craft a Compelling Cover Letter:Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to join TNS Financial Solutions Ltd and how your background aligns with their values and goals.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a financial administrator role.
How to prepare for a job interview at The Openwork Partnership
✨Research the Company
Before your interview, take some time to learn about TNS Financial Solutions Ltd and their role within The Openwork Partnership. Understanding their values, culture, and services will help you tailor your responses and show genuine interest in the company.
✨Highlight Relevant Experience
Make sure to emphasise your previous experience in financial services, particularly any roles that involved administration or support for financial advisers. Be prepared to discuss specific examples of how you've contributed to a team's success in similar environments.
✨Demonstrate Communication Skills
As a Financial Administrator, strong communication skills are essential. During the interview, showcase your ability to communicate clearly and professionally, both verbally and in writing. You might even want to prepare a few examples of how you've effectively communicated with clients or colleagues in the past.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. This could include inquiries about the team dynamics, opportunities for professional development, or the company's approach to client service. Asking questions shows your enthusiasm for the role and helps you determine if it's the right fit for you.
