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- Tasks: Support financial advisors by organising client information and preparing reports.
- Company: Join a vibrant and growing financial planning practice.
- Benefits: Earn up to £31,000 plus bonuses and excellent health cover.
- Why this job: Kickstart your career in finance with hands-on experience and training.
- Qualifications: Experience in financial services and strong communication skills required.
- Other info: 100% office-based role with a supportive team environment.
The predicted salary is between 26000 - 36000 £ per year.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis.
What you will be doing:
- Supporting the Paraplanners and Advisors, you will collate and organise client policy information.
- General correspondence with both clients and policy providers.
- Submitting any new business on behalf of clients.
- Facilitating the annual review process for clients.
- Processing new client information in preparation for their first report meeting.
- Preparation of client reports.
What you will need in order to succeed:
- Previous experience working within financial services within pensions/investment or insurance essential.
- A background supporting an IFA or technical experience within a financial services organisation.
- First rate communication skills face to face, over the phone and email.
- Excellent attention to detail and ability to work to deadlines and under pressure.
- RO1, CF1, FA1 or equivalent would also be beneficial.
- A good range of IT skills.
What you will receive in return:
- To £31,000 per annum (DOE).
- Quarterly Bonus scheme (based on company and personal performance).
- Excellent benefits including health cover.
- Monday to Friday – 37.5 hours per week *100% office based*.
- Training and support within this successful and expanding firm.
What you need to do next:
If you are interested in being considered for this position then please email.
Financial Services Administrator employer: The Thrive Group
Contact Detail:
The Thrive 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 your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with what they need. Practise common interview questions, especially around client communication and attention to detail, as these are key in this role.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects that highlight your experience in financial services. This could be anything from reports you've prepared to processes you've improved—make it tangible!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
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 experience in financial services, especially if you've worked with pensions, investments, or insurance. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our vibrant team. Mention specific skills like communication and attention to detail that are essential for this role. Let us know why you’re excited about joining us!
Showcase Relevant Experience: When filling out your application, be sure to showcase any relevant experience supporting IFA or working in a financial services organisation. We love seeing how your past roles have prepared you for this position, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at The Thrive Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and insurance. Familiarise yourself with the key terms and processes that are relevant to the role. This will not only help you answer questions confidently but also show your genuine interest in the financial services sector.
✨Showcase Your Communication Skills
Since you'll be dealing with clients and policy providers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, whether face-to-face, over the phone, or via email. This will demonstrate your first-rate communication skills.
✨Attention to Detail is Key
In this role, you'll need to process client information accurately. Bring examples of how you've successfully managed details in past jobs, especially under pressure. Highlighting your ability to stay organised and meet deadlines will set you apart from other candidates.
✨Get Tech-Savvy
Brush up on your IT skills, especially any software commonly used in financial services. If you have experience with specific tools or platforms, be ready to discuss them. Showing that you're comfortable with technology will reassure the interviewers that you can hit the ground running.
