Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial consultants with admin tasks, client records, and compliance.
- Company: Join a leading Independent Financial Advisors in Colchester, known for trusted client service.
- Benefits: Enjoy hybrid working, company events, enhanced leave, and a pension scheme.
- Why this job: Be part of a dedicated team making a real impact in clients' financial lives.
- Qualifications: 2 years IFA Administration experience, strong IT skills, and GCSEs in English or Maths.
- Other info: Opportunity for growth and development in a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
A leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm’s Financial Consultants.
Key Duties & Responsibilities Include:
Skills & Experience Required:
Benefits Include (subject to eligibility):
Financial Services Administrat... employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrat...
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of Independent Financial Advisors. Understanding their operations and the specific challenges they face will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as administrators or advisors. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Brush up on your IT skills, particularly with MS Word, Excel, and Outlook. Being proficient in these tools is crucial for the role, and demonstrating your expertise can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss compliance procedures and how you have adhered to them in previous roles. This shows your understanding of the importance of compliance in financial services and reassures employers of your reliability.
We think you need these skills to ace Financial Services Administrat...
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services administration. Emphasise your attention to detail, organisational skills, and any specific software you are proficient in, such as MS Word, Excel, and Outlook.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your 'can-do' attitude and how your previous experience aligns with the key duties listed in the job description.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention any experience you have with compliance procedures or regulations in the financial services sector. This will demonstrate your understanding of the industry's standards.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the Financial Services Administrator position.
How to prepare for a job interview at Time Appointments
✨Showcase Your Experience
Make sure to highlight your previous experience in IFA administration. Be prepared to discuss specific tasks you've handled, such as processing premium payments or maintaining client records, as this will demonstrate your capability to meet the job's requirements.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples of how you've ensured precision in your work. Discuss any systems or methods you use to double-check your work and maintain high standards.
✨Prepare for Compliance Questions
Since compliance is a key part of the role, brush up on relevant regulations and procedures. Be prepared to explain how you ensure adherence to compliance standards in your previous roles.
✨Exhibit Strong IT Skills
Familiarise yourself with MS Word, Excel, and Outlook, as these are essential tools for the position. You might be asked about your proficiency with these applications, so consider preparing examples of how you've used them effectively in past jobs.
