Financial Services Administrator
Job description
Original text imported from Reed
A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bracknell. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development.
You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process.
Key Responsibilities:
- Providing administrative support across the financial planning process
- Managing annual reviews and preparing client documentation
- Processing change of address updates and maintaining accurate client records
- Handling general client servicing and administrative tasks
- Liaising with providers, platforms, and internal teams to ensure efficient case progression
About You:
- Previous experience within financial planning or the wider financial services sector
- Candidates from pensions, investments, platforms, or mortgage backgrounds will also be considered
- Strong organisational skills with excellent attention to detail
- A proactive and team-oriented approach
- Confident communication skills and a client-focused mindset
What’s on Offer:
- Basic salary up to £31,000
- Hybrid working – 3 days in the office & 2 days WFH
- Competitive benefits package
- Opportunity to join a growing and highly regarded firm
- Supportive and collaborative working environment
- Genuine opportunities for career progression and development
This is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your financial services experience prominently as the advert specifically seeks candidates from financial planning, pensions, investments, platforms or mortgage backgrounds
📊 Quantify your administrative achievements: "Processed 150+ annual reviews annually, maintaining 99% accuracy"
🌐 Emphasise your provider and platform liaison experience as this is a key responsibility mentioned in the role
🎯 Showcase your client servicing skills and attention to detail as these are essential for supporting Paraplanners and Financial Planners
🤝 Demonstrate your collaborative approach and team-oriented mindset as you'll be working closely with experienced professionals
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Managed 200+ annual reviews annually for wealth management clients, ensuring 100% compliance with regulatory documentation requirements
- •Processed client record updates and change of address requests for 500+ active accounts, maintaining 99.8% data accuracy
- •Liaised with 15+ financial services providers and platforms to progress client cases, reducing average processing time by 25%
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Dear Hiring Manager,
mbf's reputation for delivering personalised wealth management services makes this Financial Services Administrator position particularly appealing, especially given my background in financial planning administration and provider liaison experience.
My background in financial services administration has equipped me with the organisational skills and attention to detail essential for supporting Paraplanners and managing annual review processes. I understand the importance of maintaining accurate client records and ensuring efficient case progression through effective communication with providers and platforms.
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Interview questions
10 questions generated from this advert.
Technical
- ›How do you manage annual review processes and what documentation is typically required?
- ›What experience do you have with financial services platforms and provider systems?
- ›How do you ensure accuracy when maintaining client records and processing updates?
- ›What is your understanding of the financial planning advice process?
- ›How do you prioritise multiple administrative tasks across different client cases?
Behavioural
- ›Tell me about a time when you had to manage multiple client requests simultaneously
- ›Describe a situation where your attention to detail prevented a significant error
- ›Give an example of how you've supported senior colleagues in achieving their objectives
- ›Tell me about a time when you had to communicate complex information to a client
- ›Describe how you've contributed to improving processes in a previous role
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time when you had to manage multiple client requests simultaneously
Describe a situation where your attention to detail prevented a significant error