Financial Services Administrator – Office-Based with Training in Trowbridge

Financial Services Administrator – Office-Based with Training in Trowbridge

Trowbridge Full-Time 25000 - 32000 £ / year (est.) No working from home possible
The Thrive Group

At a Glance

  • Tasks: Manage client files, conduct research, and keep our CRM up to date.
  • Company: Join a well-established financial services firm in Wiltshire.
  • Benefits: Enjoy a competitive salary and full-time hours with career growth opportunities.
  • Why this job: Kickstart your career in finance with hands-on training and support.
  • Qualifications: Previous admin experience in financial services and strong communication skills.

The predicted salary is between 25000 - 32000 £ per year.

The Thrive Group is seeking an Administrator for our established Wiltshire-based financial services client. This role requires proven administrative experience within financial services and excellent communication skills.

You will be responsible for opening and preparing client files, conducting client research, and ensuring the CRM is updated.

The position offers a competitive salary, full-time Monday to Friday hours, and opportunities for career development.

Financial Services Administrator – Office-Based with Training in Trowbridge employer: The Thrive Group

The Thrive Group is an excellent employer, offering a supportive work culture that values professional growth and development. Located in the picturesque Wiltshire area, employees benefit from a competitive salary, full-time hours, and a commitment to fostering career advancement within the financial services sector.

The Thrive Group

Contact Details:

The Thrive Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Services Administrator – Office-Based with Training in Trowbridge

Tip Number 1

Network like a pro! Reach out to people in the financial services sector on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and its culture. We recommend jotting down key points about their services and values, so you can show them you're genuinely interested and a great fit for their team.

Tip Number 3

Practice your communication skills! Since this role requires excellent communication, try doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently when it counts.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to thrive in their careers.

We think you need these skills to ace Financial Services Administrator – Office-Based with Training in Trowbridge

Administrative Experience
Financial Services Knowledge
Communication Skills
Client File Management
Client Research
CRM Management
Attention to Detail

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your administrative experience specifically within financial services. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how your communication skills will benefit our team. Keep it friendly and professional.

Showcase Your Attention to Detail:In financial services, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at The Thrive Group

Know Your Financial Services Basics

Brush up on your knowledge of financial services terminology and processes. Being able to speak confidently about client file management and CRM systems will show that you’re not just a good administrator, but also someone who understands the industry.

Showcase Your Communication Skills

Since excellent communication is key for this role, prepare examples of how you've effectively communicated with clients or team members in the past. Think about situations where you resolved issues or improved processes through clear communication.

Demonstrate Your Organisational Skills

Be ready to discuss how you manage your workload and prioritise tasks. You might want to share specific tools or methods you use to keep everything organised, especially when handling multiple client files and research tasks.

Ask Insightful Questions

Prepare thoughtful questions about the company culture, training opportunities, and career development paths. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.