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- Tasks: Assist financial advisors and paraplanners with various administrative tasks in wealth management.
- Company: Thornbury Recruitment connects talent with opportunities in the thriving wealth management sector.
- Benefits: Enjoy full training, career growth, mentorship, and a supportive team culture.
- Why this job: Make a real impact while building a rewarding career in finance with endless advancement opportunities.
- Qualifications: Passion for finance, strong attention to detail, and excellent communication skills are essential.
- Other info: No prior experience needed; comprehensive training will be provided!
The predicted salary is between 24000 - 36000 £ per year.
Job Description
Financial Services Administrator
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 believe 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.
- 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 provide 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!
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Trainee Wealth Administrator employer: Thornbury Recruitment Ltd
Contact Detail:
Thornbury Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Wealth Administrator
✨Tip Number 1
Research the company and its culture. Understanding Thornbury Recruitment's values and mission will help you align your responses during any interviews, showing that you're genuinely interested in being part of their team.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with individuals who can provide insights about the role and potentially refer you to opportunities.
✨Tip Number 3
Prepare for common interview questions related to financial services. Familiarise yourself with basic financial concepts and be ready to discuss how your skills and passion for finance make you a great fit for the Trainee Wealth Administrator position.
✨Tip Number 4
Showcase your eagerness to learn during the interview. Emphasise your proactive attitude and willingness to undergo training, as this is a key aspect of the role and what Thornbury Recruitment values in candidates.
We think you need these skills to ace Trainee Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Trainee Wealth Administrator. 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 helping others. Mention why you are interested in this specific role and how you can contribute to the team at Thornbury Recruitment.
Highlight Your Communication Skills: Since excellent written and verbal communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively, whether through previous work experiences or academic projects.
Show Enthusiasm for Learning: Express your eagerness to learn and grow within the financial services industry. Mention any relevant courses or training you have undertaken, and your willingness to embrace the comprehensive training offered by the company.
How to prepare for a job interview at Thornbury Recruitment Ltd
✨Show Your Passion for Finance
Make sure to express your enthusiasm for finance and helping others make informed decisions. Share any relevant experiences or coursework that sparked your interest in the financial services industry.
✨Demonstrate Attention to Detail
Since the role requires strong attention to detail, prepare examples from your past where you successfully managed tasks that required precision. This could be from academic projects or previous jobs.
✨Prepare Questions About Training and Growth
Show your eagerness to learn by preparing thoughtful questions about the training and mentorship opportunities available. This demonstrates your proactive attitude and willingness to grow within the company.
✨Practice Communication Skills
As excellent communication skills are essential for this role, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family to build confidence in your verbal communication.
