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For Companies At a Glance
- Tasks: Support financial advisors by organising client information and preparing reports.
- Company: Join a growing financial planning practice with a vibrant team.
- Benefits: Earn up to £31,000 plus bonuses and excellent health cover.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Experience in financial services and strong communication skills required.
- Other info: Enjoy training and support in a dynamic office environment.
The predicted salary is between 24800 - 34800 £ 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 wealth management 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:
- To £31,000 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 (email address removed).
Financial Services Administrator employer: Thrive Group
Contact Detail:
Thrive Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with what they need. Practise common interview questions, especially around client communication and attention to detail, as these are key in this role.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects that highlight your experience in financial services. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator
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 services, especially if you've worked with pensions or investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background supports our vibrant team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since you'll be dealing with clients and policy providers, it's crucial to demonstrate your first-rate communication skills. Whether it's in your CV, cover letter, or any correspondence, make sure your writing is clear and professional.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Thrive Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and wealth management. Familiarise yourself with the latest trends and regulations in the financial services sector, as this will show your potential employer that you're serious about the role.
✨Show Off Your Communication Skills
Since you'll be dealing with clients and policy providers, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member to refine your communication style, both face-to-face and over the phone.
✨Attention to Detail is Key
In this role, you'll need to process client information accurately. Prepare for the interview by reviewing common scenarios where attention to detail is crucial. You might even want to bring examples of how you've successfully managed details in past roles.
✨Get Comfortable with IT Tools
Brush up on your IT skills, especially any software commonly used in financial services. If you know what tools the company uses, try to get familiar with them beforehand. This will not only help you in the interview but also make your transition into the role smoother.
