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
Join a well‑established Wealth Management practice in Hambledon as an experienced and organised Financial Services Administrator. In this role you will support a team of Financial Planners in delivering a high‑quality, efficient, and professional service to clients.
Responsibilities
- Prepare client documentation
- Process new business
- Liaise with providers
- Maintain accurate client records
- Support both advisers and the wider client servicing team
Requirements
- Previous experience within a financial planning or wealth management environment
- Strong organisational skills, with excellent attention to detail
- A proactive and positive approach to work
- Confident communicator, both written and verbal
- Ability to manage multiple tasks and work effectively in a fast‑paced environment
- A client‑focused mindset, with a desire to deliver excellent service
No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation.
Applications from all suitably qualified individuals are encouraged.
If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know.
Financial Services Administrator in Winchester employer: Thompson & Terry Recruitment
Join a well-established Wealth Management practice in Hambledon, where we pride ourselves on fostering a supportive and collaborative work culture. Our commitment to employee growth is reflected in our strong benefits package and opportunities for professional development, making us an excellent employer for those seeking a meaningful career in financial services.
Contact Details:
Thompson & Terry Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Winchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Thompson & Terry Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Thompson & Terry Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Thompson & Terry Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Thompson & Terry Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Thompson & Terry Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Thompson & Terry Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Thompson & Terry Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
