service administrator
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This vacancy has been independently reviewed by the OppaJob Transatlantic Career Intelligence Desk to confirm authentic direct employer recruiting, verify compensation transparency, and eliminate applicant processing fees.
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Position Overview & Specifications
We are working with a very successful Financial Planning/Wealth Management organisation in the centre of Cheltenham to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presence and offices across the UK.
They are now seeking to recruit an Administrator who can join one of their growing teams. The role will focus on supporting the overall wealth management team.
Duties include:
- Preparing and issuing client review packs to Advisers in advance of client meetings
- Undertaking analysis
- Opening and handling client post
- Administer Bed and ISA transactions and annual realignment
- Accurately input new enquiry information onto the internal system
To be considered:
- Experience within a Financial Services environment
- Attention to detail & ideally experience using Microsoft products i.e. Excel
This is a great opportunity to join a national organisation who value their staff. You will be provided with full on the job training & support, help with market exams and opportunities to progress. Individuals from a Financial Services background would be preferred or a graduate who is looking to move into the FS industry.
About MB Fitzgerald
CEO: Benjamin Holmes
Revenue: $1 to $5 million (USD)
Size: 1 to 50 Employees
Type: Company - Private
Website: www.mbfitzgerald.co.uk
Year Founded: 2013
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: HR Consulting
Based on transatlantic hiring benchmarks for service administrator roles across MB Fitzgerald's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to HR Consulting.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £24,000 - £20,000 bracket, including retirement vesting and health parity.
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