At a Glance
- Tasks: Support Financial Planners by preparing client documentation and maintaining accurate records.
- Company: Join a well-established Wealth Management practice with a people-focused culture.
- Benefits: Enjoy a competitive salary, enhanced pension, private medical insurance, and work/life balance.
- Other info: Dynamic team environment with a commitment to exceptional client service.
- Why this job: Kickstart your career in financial services with opportunities for growth and development.
- Qualifications: Experience in financial planning or wealth management and strong organisational skills.
The predicted salary is between 30000 - 35000 £ per year.
Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00)
The Opportunity
Thompson Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in Hambledon. As Financial Services Administrator, your role will be focused on supporting a team of Financial Planners in delivering a high-quality, efficient, and professional service to clients. You will be responsible for preparing client documentation, processing new business, liaising with providers, maintaining accurate client records, and supporting both advisers and the wider client servicing team. This is an excellent opportunity for an individual who has previous experience within a financial planning or wealth management environment and is looking to further their career within a supportive and professional firm. The role offers exposure to all aspects of financial planning administration, with the opportunity for ongoing development and progression.
The Company
Thompson Terry Recruitment’s client is a well-established and highly successful financial planning business based in Hambledon. They are a people-focused business with a strong reputation for high-quality advice, long-term relationships and exceptional service. As they continue to grow, they are looking to appoint a Financial Services Administrator who can bring organisation, and a high-quality approach to the role. Our client are so proud of their culture, where all their people are driven, committed and collaborative. In return, they offer a strong basic salary and impressive benefits package, which includes an enhanced pension, private medical insurance and a big focus on work/life balance.
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
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.
PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time.
Financial Services Administrator, Up to £35k (+ strong benefits) in Hampshire employer: Thompson & Terry
Join a well-established Wealth Management practice in Hambledon, where you will be part of a people-focused culture that values collaboration and commitment. With a strong emphasis on work/life balance, the company offers a competitive salary and an impressive benefits package, including enhanced pension and private medical insurance, alongside ample opportunities for professional growth and development within the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator, Up to £35k (+ strong benefits) in Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their mission and values.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client service and organisation skills. Confidence is key, so rehearse until you feel ready to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Financial Services Administrator, Up to £35k (+ strong benefits) in Hampshire
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 planning or wealth management, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role and how your proactive approach can benefit the team. Keep it professional but let your personality show through.
Showcase Relevant Experience:When filling out your application, be specific about your previous roles. Mention any experience with client documentation, liaising with providers, or supporting financial advisers. This will help us see how you can hit the ground running!
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. Plus, we love seeing applications come through our platform!
How to prepare for a job interview at Thompson & Terry
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, wealth management, and client servicing. Be ready to discuss your previous experience in these areas and how it relates to the role. This shows you’re not just familiar with the terms but can apply them practically.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think about times when you managed multiple tasks or maintained accurate records under pressure. This will demonstrate your capability to thrive in a fast-paced environment, which is crucial for this role.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly, both verbally and in writing. Since the role involves liaising with clients and providers, being a confident communicator will set you apart. Consider doing mock interviews with a friend to refine your delivery.
✨Emphasise Your Client-Focused Mindset
Be prepared to discuss how you prioritise client needs and deliver excellent service. Share specific examples of how you’ve gone above and beyond for clients in the past. This aligns perfectly with the company’s values and will resonate well with the interviewers.
