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For Companies At a Glance
- Tasks: Assist financial advisors and paraplanners with various administrative tasks.
- Company: Thornbury Recruitment focuses on connecting talent with opportunities in wealth management.
- Benefits: Enjoy full training, career growth, mentorship, and a positive team culture.
- Why this job: Make a real impact in finance while learning and growing in a supportive environment.
- Qualifications: Passion for finance, attention to detail, and strong communication skills are essential.
- Other info: No prior experience needed; full training provided to kickstart your career!
The predicted salary is between 28800 - 48000 £ per year.
Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so then I would love to speak to you about a new Financial Services Administrator role!
Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you’re fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you’ve been waiting for!
What’s on offer:
- Full Training & Support - No experience? No problem! You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed.
- Career Growth - This firm believes in promoting from within and offering team members long-term career development opportunities.
- Full professional exam support - up to Chartered level!
- Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of paraplanning.
- Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together.
Your Role:
As a Financial Services Administrator, you’ll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include:
- Sending out Letters of Authority promptly.
- Contacting pension and investment providers to gather information.
- Completing information checklists upon receipt of information.
- Creating plan summaries on receipt of LOA information.
- Carrying out anti-money laundering (AML) checks using SmartSearch.
- Processing new business applications, following up with providers, and updating client files with any progress.
- Completing processing checklists, accurately updating New Business Book record, and creating fee invoices on Xero.
- Sorting, scanning, and distributing incoming mail.
- Franking outgoing mail and delivering this to the Post Office.
- Completing cash balances carefully, making sure calculations are correct and recorded on the task.
- Setting up meeting rooms ahead of time to make sure they are tidy and ready to use.
- Arranging drinks and refreshments for client and internal meetings to create a welcoming environment.
- Answering incoming calls and providing friendly, professional support.
What We’re Looking For:
- A passion for finance and helping people make informed financial decisions.
- Strong attention to detail and organisational skills.
- Excellent written and verbal communication skills.
- A proactive attitude and willingness to learn.
- Ideally, some basic understanding of financial services or a related field (but full training will be provided!).
This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you’re excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you!
Financial Services Administrator employer: Thornbury Recruitment Ltd
Contact Detail:
Thornbury Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Research the financial services industry and stay updated on current trends. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to demonstrate your attention to detail and organisational skills. Think of examples from your past experiences where you successfully managed tasks or projects that required precision and careful planning.
✨Tip Number 4
Show enthusiasm for learning and growth. Be ready to discuss how you plan to take advantage of the training and mentorship opportunities offered in the role, highlighting your commitment to developing your career.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Financial Services Administrator role. Emphasise your attention to detail, organisational skills, and any experience in finance or customer service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your eagerness to learn. Mention why you are interested in this specific role and how you can contribute to the team at Thornbury Recruitment.
Highlight Relevant Skills: In your application, clearly outline your communication skills and proactive attitude. Provide examples of how you've demonstrated these qualities in previous roles or experiences.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at Thornbury Recruitment Ltd
✨Show Your Passion for Finance
Make sure to express your enthusiasm for the financial services industry during the interview. Share any relevant experiences or coursework that sparked your interest in finance, as this will demonstrate your commitment to the role.
✨Highlight Attention to Detail
Given the nature of the Financial Services Administrator role, it's crucial to showcase your attention to detail. Prepare examples from your past experiences where you successfully managed tasks that required precision and accuracy.
✨Prepare Questions About Training and Growth
Since the company offers comprehensive training and career growth opportunities, come prepared with questions about these aspects. This shows that you are serious about your professional development and eager to learn.
✨Demonstrate Strong Communication Skills
As the role involves interacting with clients and colleagues, practice articulating your thoughts clearly and confidently. You might want to prepare a brief introduction about yourself that highlights your communication skills and how they relate to the position.
