At a Glance
- Tasks: Support financial planning and client services in a dynamic team environment.
- Company: Established financial planning business with a people-focused culture.
- Benefits: Competitive salary, strong benefits, and a supportive work-life balance.
- Other info: Great opportunities for career growth and development.
- Why this job: Join a successful team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services or client support is preferred.
Salary: Up to 35,000 per annum (+ strong benefits)
Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00)
Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial Advisors
The Opportunity: Thompson's client is a well-established and highly successful financial planning business based in Hambledon. They are a people-focused business.
Financial Services Administrator in Hampshire employer: Thompson & Terry Recruitment
Thompson's client is an exceptional employer, offering a supportive and people-focused work culture that prioritises employee well-being and professional growth. Located in the picturesque village of Hambledon, employees benefit from a strong salary package, flexible working hours, and opportunities for career advancement within the thriving financial planning sector.
Contact Details:
Thompson & Terry Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. We all know that sometimes it’s not just what you know, but who you know that can help you land that perfect role.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re people-focused. We want you to show them how you fit into their culture and can contribute to their success.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. We can’t stress enough how important it is to feel confident and articulate when discussing your experience in financial planning and client services.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re here to help you every step of the way, so let’s get you that Financial Services Administrator role!
We think you need these skills to ace Financial Services Administrator in Hampshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial services, especially if you've worked as a Financial Services Administrator or in related roles. We want to see how your skills align 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 passionate about financial planning and how you can contribute to our team. Keep it friendly and professional – we love a personal touch!
Showcase Relevant Experience:When filling out your application, be sure to mention any specific experience you have with client services or working alongside financial advisors. We’re keen to see how your background fits with our people-focused approach.
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 from us during the process!
How to prepare for a job interview at Thompson & Terry Recruitment
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, especially in areas like wealth management and financial planning. Familiarise yourself with common terms and practices so you can confidently discuss them during the interview.
✨Showcase Your Client Service Skills
Since this role involves client services, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your communication skills and any specific instances where you went above and beyond for a client.
✨Research the Company Culture
Thompson's client is described as people-focused, so it’s essential to understand their values and culture. Look into their mission statement and any recent news about them to show that you’re genuinely interested in being part of their team.
✨Prepare Questions to Ask
Interviews are a two-way street, so think of insightful questions to ask your interviewers. This could be about their approach to financial planning or how they support their employees' professional development. It shows you're engaged and serious about the opportunity.
