At a Glance
- Tasks: Support financial advisors by organising client information and preparing reports.
- Company: Join a vibrant and growing financial planning practice.
- Benefits: Earn up to £33,000 plus bonuses and excellent health cover.
- Other info: 100% office-based role with opportunities for growth.
- Why this job: Kickstart your career in finance with training and support in a dynamic environment.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 33000 - 33000 £ 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 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.
- General correspondence with both clients and policy providers.
- Submitting any new business on behalf of clients.
- Facilitating the annual review process for clients.
- Processing new client information in preparation for their first report meeting.
- Preparation of client reports.
What you will need in order to succeed:
- Previous experience working within financial services within pensions/investment or insurance essential.
- A background supporting an IFA or technical experience within a financial services organisation.
- First rate communication skills face to face, over the phone and email.
- Excellent attention to detail and ability to work to deadlines and under pressure.
- RO1, CF1, FA1 or equivalent would also be beneficial.
- A good range of IT skills.
What you will receive in return:
- Up to £33,000 per annum (DOE).
- Quarterly Bonus scheme (based on company and personal performance).
- Excellent benefits including health cover.
- Monday to Friday - 37.5 hours per week *100% office based*.
- Training and support within this successful and expanding firm.
What you need to do next:
If you are interested in being considered for this position then please email.
Locations
Financial Services Administrator in Cardiff, Trowbridge employer: Thrive Group
Join a dynamic financial planning practice in Trowbridge that values its employees and fosters a supportive work environment. With competitive salaries, a quarterly bonus scheme, and comprehensive health benefits, this company prioritises employee well-being and professional growth. Enjoy the opportunity to develop your skills while working closely with experienced Paraplanners and Advisors in a vibrant team setting.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Cardiff, Trowbridge
✨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 Thrive Group. 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.
We think you need these skills to ace Financial Services Administrator in Cardiff, Trowbridge
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 Thrive Group.
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 Thrive Group'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 Thrive Group
✨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 Thrive Group.
✨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 Thrive Group 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 Thrive Group 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.
