Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Paraplanners and Advisors by organizing client policy info and corresponding with providers.
- Company: Join a successful and expanding firm in the financial services sector.
- Benefits: Enjoy a competitive salary, quarterly bonuses, and excellent health cover.
- Why this job: Gain valuable experience in financial services while working in a supportive environment.
- Qualifications: Previous experience in financial services and strong attention to detail are essential.
- Other info: Full training provided; 100% office-based role with a 37.5-hour work week.
The predicted salary is between 20000 - 30000 £ per year.
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
-
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
-
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
-
Training and support within this successful and expanding firm
If you are interested in being considered for this position then please call Sarah at Thrive Group on (phone number removed). Alternatively email (url 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
Familiarize yourself with the financial services industry, especially in pensions, investments, and insurance. Understanding the terminology and processes will help you communicate effectively with Paraplanners and Advisors.
✨Tip Number 2
Highlight any previous experience supporting Independent Financial Advisors (IFAs) in your conversations. This can set you apart as a candidate who understands the nuances of the role.
✨Tip Number 3
Demonstrate your attention to detail by preparing examples of how you've successfully managed client information or correspondence in the past. This will show that you can handle the responsibilities of the position.
✨Tip Number 4
Be proactive in discussing your IT skills, especially any software or tools relevant to financial services. Being tech-savvy can be a significant advantage in this role.
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 experience in financial services, particularly in pensions, investments, or insurance. Emphasize any previous roles supporting an Independent Financial Advisor (IFA) and showcase your attention to detail.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and how your skills align with the responsibilities listed in the job description. Mention your ability to work to deadlines and your IT skills, as these are essential for the position.
Highlight Relevant Qualifications: If you have a Financial Planning Certificate or any qualifications related to Financial Services, Regulation & Ethics RO1, be sure to mention them prominently in your application. This will demonstrate your commitment to the field.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors. Attention to detail is crucial for this role, and a polished application will reflect your capabilities.
How to prepare for a job interview at Thrive Group
✨Show Your Financial Services Knowledge
Make sure to brush up on your knowledge of financial services, especially in pensions, investments, and insurance. Be prepared to discuss your previous experience and how it relates to the role.
✨Demonstrate Attention to Detail
Since this role requires excellent attention to detail, be ready to provide examples from your past work where your meticulousness made a difference. This could include specific tasks or projects where accuracy was crucial.
✨Highlight Your IT Skills
The job mentions a good range of IT skills, so be prepared to discuss the software and tools you are familiar with. If you have experience with any specific financial planning software, make sure to mention it.
✨Prepare for Client Interaction Scenarios
As you'll be corresponding with policy providers and facilitating client reviews, think of scenarios where you've successfully managed client relationships. Prepare to share these experiences during the interview.
