At a Glance
- Tasks: Support Financial Advisors and assist clients with queries on mortgages, pensions, and investments.
- Company: Join a growing Independent Financial Planning Services firm in Swindon.
- Benefits: Competitive salary, full-time hours, and a supportive team environment.
- Other info: Office-based role with regular working hours and opportunities for personal growth.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in Financial Services administration is essential; strong communication skills are a must.
The predicted salary is between 25000 - 30000 £ per year.
Administrator - Financial Services Industry
£25,000pa - £30,000pa depending on experience
Swindon - Office based
Full-time, Permanent
Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you!
My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Swindon. Working in collaboration with the team, you will provide administration support to the Financial Advisors, and become a point of contact for clients, answering their queries around mortgages, pensions, investments and protection.
Responsibilities:- Submit applications to providers
- Prepare paperwork for client meetings
- Update the in-house CRM system
- Liaise with providers by phone and email
- Liaise with clients by phone and email
- Using the quotation system for in-house services
- Provide Advisors with template letters for completion
- Submit online applications
- Producing reports
- Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage, investment, pension, or similar sector, or as an IFA Administrator
- Ability to manage own time and take initiative to search out solutions
- Excellent communication skills
- Good computer knowledge and ability to work with Microsoft Word and Excel
- Ability to build rapport with clients
Working hours for this role are Monday - Friday 8.30 am - 4.30 pm OR 9.00 am - 5.00 pm and it is a fully office-based role - please do not apply if you are looking for hybrid working.
Financial Services Administrator. Job in Swindon LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic and supportive team in Swindon, where your expertise as a Financial Services Administrator will be valued and nurtured. Our company fosters a collaborative work culture that prioritises employee growth, offering opportunities for professional development within the thriving financial services sector. Enjoy competitive remuneration, a structured work schedule, and the chance to make a meaningful impact in clients' financial journeys.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator. Job in Swindon LilyLifestyle Jobs
✨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 values, and think about how your experience as an IFA or in pensions can add value. Practise common interview questions so you can showcase your skills confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a better shot at landing that dream job in financial services.
We think you need these skills to ace Financial Services Administrator. Job in Swindon LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in the Financial Services sector. We want to see how your previous roles as an IFA, Pension, or Mortgage Administrator have prepared you for this position.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with what we're looking for. Keep it friendly and professional!
Show Off Your Communication Skills:Since you'll be liaising with clients and providers, it's crucial to demonstrate your excellent communication skills in your application. We love seeing examples of how you've built rapport in past roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially in areas like mortgages, pensions, and investments. Be ready to discuss your previous experience and how it relates to the role. This shows you’re not just an administrator but someone who understands the industry.
✨Show Off Your Communication Skills
Since you'll be liaising with clients and advisors, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, whether it was resolving client queries or collaborating with a team.
✨Demonstrate Initiative
Think of instances where you took the initiative to solve problems or improve processes in your previous roles. Employers love candidates who can manage their time well and proactively seek solutions, so have a few examples ready to share.
✨Familiarise Yourself with CRM Systems
Since you'll be updating the in-house CRM system, make sure you’re comfortable discussing any CRM software you’ve used before. If you haven’t worked with a specific system, do a bit of research to show your willingness to learn and adapt.
