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- Tasks: Support Financial Advisers with admin tasks, client queries, and documentation.
- Company: Join a friendly team focused on delivering outstanding financial services.
- Benefits: Enjoy 25 days holiday, hybrid working, and professional development support.
- Why this job: Perfect for detail-oriented individuals seeking growth in a supportive environment.
- Qualifications: Experience in financial services preferred, but strong admins from other sectors are welcome.
- Other info: Hybrid working allows for both office collaboration and home focus time.
The predicted salary is between 30000 - 42000 £ per year.
Contract: Permanent
Hours: Monday to Thursday 09:00 – 17:00 (1hr lunch break)
Friday 08:30 – 16:00 (30-minute lunch break)
Location: Henley-in-Arden with hybrid working
Benefits: 25 days holiday plus bank holidays (including Christmas & New Year office closure), 5% employer pension contribution (3% employee), Death in Service benefit, Cashback healthcare scheme, Free on-site, secure parking, Hybrid working, enjoy a mix of office collaboration and home-based focus time, Support for professional qualifications and ongoing career development.
Looking for a role where your organisational skills, attention to detail, and ability to get things done are truly appreciated? Whether you’re an experienced financial services administrator ready for your next challenge or a highly competent administrator from another sector who can hit the ground running, this could be the perfect career move for you.
Join a friendly, professional team where you’ll work closely with expert Financial Advisers, supporting them in delivering outstanding service to clients. You’ll enjoy a varied workload, hybrid working, excellent benefits, and the opportunity to grow your skills in a supportive, people-focused environment.
What you’ll be doing:
- Providing comprehensive administrative support to Financial Advisers across investments, pensions, protection, and tax planning.
- Managing client queries with professionalism and care.
- Liaising with product providers and third parties to obtain accurate information.
- Preparing documentation, reports, and review packs.
- Maintaining meticulous client records in line with FCA compliance and company policies.
- Ensuring processes run smoothly, even during busy periods or staff absence.
What we’re looking for:
- Previous experience in financial services administration is preferred, but we will consider exceptional administrators from other professional sectors.
- Strong attention to detail and high levels of accuracy.
- Confident IT skills, including Microsoft Word, Excel, and Outlook (experience with Intelliflo is an advantage, but training is provided).
- Excellent communication skills, both written and verbal.
- A proactive, organised approach with the ability to prioritise tasks and meet deadlines.
- A genuine team player who enjoys contributing to a supportive working culture.
If you’re looking for a role where your expertise is recognised, your growth is supported, and your work genuinely matters, we’d love to hear from you. Apply today and take the next step in your career.
If successful, one of our consultants will be in touch via phone or email for a confidential conversation about your experience, skills and suitability for the role. Please check your spam folder for any missed communication from us and ensure your contact details on your CV are up to date.
Apply for: Financial Services Administrator
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Financial Services Administrator employer: Tirebuck Recruitment
Contact Detail:
Tirebuck Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on investments, pensions, and tax planning. Understanding these areas will not only boost your confidence during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your IT skills, particularly in Microsoft Word, Excel, and Outlook. If you have time, explore online tutorials or courses to get comfortable with these tools, as they are essential for the administrative tasks you'll be handling.
✨Tip Number 3
Prepare to discuss your organisational skills and how you've successfully managed multiple tasks in previous roles. Think of specific examples that highlight your attention to detail and ability to prioritise effectively.
✨Tip Number 4
Network with professionals in the financial services sector. Attend relevant events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the position.
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 administration or transferable skills from other sectors. Emphasise your organisational skills, attention to detail, and any specific software knowledge, such as Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your skills align with the job requirements and express your desire to contribute to the team and support Financial Advisers.
Highlight Relevant Experience: In your application, clearly outline any previous roles where you managed client queries, prepared documentation, or maintained records. Use specific examples to demonstrate your ability to handle tasks similar to those listed in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Tirebuck Recruitment
✨Showcase Your Organisational Skills
As a Financial Services Administrator, your ability to stay organised is crucial. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously, highlighting how you prioritised and met deadlines.
✨Demonstrate Attention to Detail
Attention to detail is key in this role. During the interview, be ready to discuss how you ensure accuracy in your work. You might want to mention specific tools or methods you use to double-check your work and maintain high standards.
✨Familiarise Yourself with Financial Services
Even if you're coming from another sector, having a basic understanding of financial services will impress your interviewers. Brush up on common terms related to investments, pensions, and tax planning, so you can engage in informed discussions.
✨Prepare Questions for Your Interviewers
Interviews are a two-way street. Prepare thoughtful questions about the team dynamics, company culture, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
