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- Tasks: Support Paraplanners and Advisors by organizing client policy info and processing new client data.
- Company: Join a growing financial planning practice with a vibrant team culture.
- Benefits: Enjoy a competitive salary, quarterly bonuses, and excellent health cover.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Experience in financial services is essential; attention to detail and IT skills are a must.
- Other info: This role is 100% office-based, Monday to Friday, 37.5 hours per week.
The predicted salary is between 25000 - 30000 £ per year.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : Corresponding with policy providers on behalf of the client Submitting any new business on behalf of the client Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance Ideally a background supporting an IFA Excellent attention to detail and ability to work to deadlines is essential A full Financial Planning Certificate and/or Financial Services, Regulation & Ethics RO1 would also be beneficial. A good range of IT skills What you will receive in return: £25,000 to £30,000 per annum (DOE) Quarterly Bonus scheme (based on company and personnel performance) Excellent benefits including health cover Monday to Friday – 37.5 hours per week *100% office based* …
Financial Services Administrator employer: Thrive Group Careers
Contact Detail:
Thrive Group Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Make sure to familiarize yourself with the specific financial services terminology and processes, especially those related to pensions, investments, and insurance. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work as Paraplanners or Advisors. Engaging with them can provide valuable insights into the role and may even lead to referrals.
✨Tip Number 3
Highlight any relevant experience you have in supporting Independent Financial Advisors (IFAs) during your conversations. This will show that you understand the dynamics of the role and can hit the ground running.
✨Tip Number 4
Demonstrate your attention to detail by preparing questions about the company's processes and client management strategies. This will showcase your proactive approach and genuine interest in contributing to their team.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in financial services, particularly in pensions, investments, or insurance. Emphasize any roles where you supported an Independent Financial Advisor (IFA) and showcase your attention to detail.
Craft a Strong Cover Letter: Write a cover letter that clearly explains why you are a great fit for the Financial Services Administrator role. Mention your relevant skills, such as your ability to organize client information and your proficiency with IT tools.
Highlight Relevant Qualifications: If you have a Financial Planning Certificate or have completed the Financial Services, Regulation & Ethics RO1, make sure to mention these qualifications prominently in your application. They can set you apart from other candidates.
Proofread Your Application: Before submitting your application, take the time to proofread it carefully. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Thrive Group Careers
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in financial services, especially if you've worked with pensions, investments, or insurance. Be prepared to discuss specific examples of how you've supported an IFA or similar roles.
✨Demonstrate Attention to Detail
Since attention to detail is essential for this role, prepare to provide examples of how you've successfully managed tasks that required precision. You might want to mention any processes you've implemented to ensure accuracy in your work.
✨Familiarize Yourself with Relevant Regulations
Brush up on financial regulations and ethics, particularly those related to the role. If you have a Financial Planning Certificate or have completed RO1, be sure to mention it during the interview as it shows your commitment to the field.
✨Prepare for Client Interaction Scenarios
Since you'll be corresponding with policy providers and clients, think about how you would handle various client scenarios. Practice articulating your approach to maintaining professionalism and clarity in communication.
