Financial Services Administrator

Macildowie are looking for a Financial Services Administrator to join a growing and successful team in Derby. This apprenticeship role is key to supporting clients, managing diaries, and ensuring smooth administrative processes across the team. The ideal candidate will have a strong "can-do" attitude, excellent communication skills, and be confident in a fast-paced environment.

Salary: £24,000+Working Hours: Monday to Friday, 9:00am - 5:00pmJob Type: Full-timeLocation: Derby

KEY RESPONSIBILITIES:

• Diary management and scheduling for financial advisers
• Liaising with clients and resolving queries
• Preparing client meeting packs, documents, and application forms
• Handling confidential information with care
• Delivering the highest standard of client care and customer service
• Providing administrative support to advisers and back-office teams
• Submitting and chasing business applications
• Updating and maintaining client records and CRM systems
• Answering inbound calls and making outbound calls to clients and external providers

REQUIRED EXPERIENCE & SKILLS:

• Strong communication skills, both verbal and written
• Excellent organisational skills and attention to detail
• IT skills and familiarity with CRM systems
• Administrative skills with a proactive and team-focused attitude
• A keen interest in financial services and willingness to learn
• GCSE or equivalent in English and Maths (Grade 4 or above)

BENEFITS:

• Earn while you learn
• 23 days holiday plus bank holidays
• Birthday day off
• Free onsite parking
• Wellness benefits, including a health and wellbeing programme
• Hybrid working arrangements for a work-life balance
• Target-linked early finishes each Friday
• Opportunities for professional growth and career advancement
• Company pension

Please put your home postcode on your CV when applying. Our recruitment tech uses this to make sure your CV is reviewed by the relevant consultant, for the relevant job(s), in the relevant geography.

Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process.

If you would like information on how we will process your data please go to our website (macildowie.com) and view our fair processing notices which are located at the bottom of the page under privacy policies. Within the fair processing notice for Candidates there is guidance on how to amend your contact preferences or exercise your rights relating to personal data. We can't provide direct links as email address and website urls within our job adverts are removed by some of the websites on which we advertise.

Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.com.