At a Glance
- Tasks: Manage client files, conduct research, and update CRM systems.
- Company: Established financial services firm in Wiltshire with a supportive culture.
- Benefits: Competitive salary, full training, and professional study support.
- Other info: Full-time role, Monday to Friday, 100% office-based.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Experience in administration within financial services and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Thrive Group are delighted to be working with our established Wiltshire based financial services client who actively seek an Administrator.
What you will be doing:
- Opening and preparing client files through to completion
- Client research, providing a range of information for the team
- Ensuring the CRM is updated
- Obtaining quotes from providers and other third parties
- Dealing with new and existing clients via phone and email
What you will need to succeed:
- Proven administrative experience gained within financial services is essential, in particular wealth management
- Excellent communication and customer service skills as you will be dealing with clients at all levels
- Effective time management and able to work in a deadline driven environment
- Excellent IT skills including MS Office (PowerPoint/Word/Outlook and Excel) and CRM systems
What you will receive in return:
- A competitive salary and benefits package
- Full-time Monday to Friday - 100% office based
- The chance to develop your career with a successful and forward-thinking firm
- Full training and professional study support
Administrator (Financial Services) in London employer: Thrive Group
Thrive Group offers a dynamic and supportive work environment for Administrators in the financial services sector, located in the heart of Wiltshire. With a strong emphasis on employee development, you will benefit from comprehensive training and professional study support, ensuring your career progresses within a forward-thinking firm. Enjoy a competitive salary and a collaborative culture that values effective communication and exceptional customer service, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator (Financial Services) in London
✨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 Administrator (Financial Services) in London
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.
