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- Tasks: Support Financial Services Advisor with scheduling, customer engagement, and administration tasks.
- Company: Join a trusted insurance agency with a focus on high-quality customer service.
- Benefits: Enjoy 29 days annual leave, flexible hours, and investment in your personal development.
- Other info: Work-life balance prioritised with no weekend or evening shifts required.
- Why this job: Be the go-to person for clients and make a real difference in their financial journey.
- Qualifications: Super-organised, confident communicator, and experience in administration or coordination.
The predicted salary is between 25000 - 25000 ÂŁ per year.
About Us
Our NFU Mutual insurance agency is based in three sites across North Shropshire - local branches that provide trusted advice to individuals and businesses, helping them arrange, manage and renew insurance policies that protect against everyday and commercial risks. We deliver high-quality customer service, always operating within a regulated environment to ensure customers are treated fairly and professionally at all times.
The role supports the Financial Services Advisor and the Risk Management Consultant. You’ll be the go‑to person for scheduling, coordination, and customer engagement, building relationships with clients to ensure they receive the best service. You will be responsible for diary management, scheduling and coordinating appointments for the Financial Services Advisor, ensuring an efficient and structured calendar. You will also proactively contact customers to book them in for financial reviews and follow up on previous interactions. You will work with the Financial Services Advisor to schedule and arrange training sessions for the team, ensuring staff stay informed on financial policies and procedures. This role is also the co‑ordinator for our Risk Management Services which includes arranging first aid training courses for our customers. There will be other General Administration duties including keeping accurate records, updating our databases, and providing essential support to the Financial Services team.
Who We’re Looking For
- Super‑organised & detail‑oriented: You love juggling multiple tasks and keeping everything running smoothly.
- Confident communicator: You enjoy talking to people and are comfortable making outbound sales calls to our customer database.
- Experience in administration, coordination, or diary management: Financial services experience is a plus but not essential.
- People‑focused & customer‑friendly: You build great relationships and provide excellent service.
- Proactive & solution‑driven: You don’t just see problems; you solve them!
Our commitment to you:
- 29 days annual leave (including bank holidays) increasing to 33 days with service.
- Professional and supportive work environment.
- Investment in personal development to progress your career within the business to help you gain valuable experience in finance, compliance, and business coordination.
- Free parking.
- Family‑first policies that prioritise work‑life balance including flexible hours available (which can be worked around school hours if needed).
- Regular team events and activities.
- No requirements to work weekends, evenings or bank holidays.
Location: We are a multi‑site agency with offices in Market Drayton, Oswestry and Wem (this role would be based at either Market Drayton or Oswestry, with occasional travel to our other two sites to provide support across the team.)
Hours: 37.5 hours worked across our office hours which are Monday - Friday 08:30 -17:00 (job share or part time hours considered, minimum of 25 per week).
Salary: ÂŁ25,000 per annum
Additional Information: We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Please note, you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
Administrator (Financial Services) employer: Work In Progress HR
Contact Detail:
Work In Progress HR Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator (Financial Services)
✨Tip Number 1
Get to know the company! Research NFU Mutual and understand their values and services. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills. Since this role involves a lot of customer engagement, make sure you can confidently discuss your experience and how you can build relationships with clients. Role-play with a friend if you need to!
✨Tip Number 3
Be proactive during interviews. Don’t just wait for questions; ask about the team dynamics and how you can contribute to their success. This shows you're solution-driven and ready to jump in!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re tech-savvy and comfortable with online processes, which is a big plus for an admin role.
We think you need these skills to ace Administrator (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your organisational skills, customer service experience, and any relevant admin roles you've had. We want to see how you can bring value to our team!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're excited about this role and how your background makes you a great fit. Be personable and let your enthusiasm for the position come through.
Show Off Your Communication Skills: Since this role involves a lot of interaction with clients, make sure to demonstrate your communication skills in your application. Whether it's through clear writing or examples of past interactions, we want to see that you can engage effectively with people.
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’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Work In Progress HR
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the job description. Familiarise yourself with the responsibilities of an Administrator in Financial Services, especially around diary management and customer engagement. This will help you demonstrate how your skills align with what they’re looking for.
✨Show Off Your Organisational Skills
Since this role requires being super-organised, prepare examples from your past experiences where you successfully managed multiple tasks or coordinated schedules. Be ready to discuss how you keep everything running smoothly, as this will resonate well with the interviewers.
✨Practice Your Communication Skills
As a confident communicator, you’ll need to show that you can engage with clients effectively. Practice answering common interview questions out loud, focusing on clear and friendly communication. You might even want to role-play making outbound calls to showcase your comfort level.
✨Be Proactive in Problem-Solving
The company values proactive and solution-driven individuals. Think of specific instances where you identified a problem and took the initiative to solve it. Sharing these stories will highlight your ability to not just see issues but also tackle them head-on.