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- Tasks: Support Financial Advisers with diary management, client relations, and administrative tasks.
- Company: Join a dynamic team focused on redefining the client experience in financial planning.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a competitive pension scheme.
- Why this job: Make a real impact from day one in a supportive and engaging work environment.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Agile working environment with opportunities for diverse tasks and professional development.
The predicted salary is between 21600 - 37800 £ per year.
Career We are looking for someone familiar within Financial Planning and passionate about redefining the client experience. This is a busy role requiring someone with a good understanding of financial planning administration and the drive to make a difference from your first day. Benefits * Competitive Pension Scheme – employer contributes 6%, you contribute 3% * 26 days holiday plus bank holidays * Private Medical Insurance * Life Assurance (4x) * Group Income Protection Salary £27K About the role You will play a crucial role in shaping our service delivery within their Fareham hub. Dedicated to supporting one or two Financial Advisers, you will be responsible for every aspect of business facilitation from diary management and administrative support through to case management and client relationship building. To achieve success, it\’s essential to be approachable, exceptionally organised, and skilled at multitasking with ease. Accountabilities * Liaise with 3rd party providers and navigate provider platforms * Process new business applications. * Co-ordinate Financial Planner’s diaries and arrange client meetings. * Prepare documentation for client appointments and meetings, including the production of annual review meeting packs. * Respond to email enquiries and liaise directly with clients. * Send prepared information and reports to clients. * Ensure all data entry is completed accurately and within specified timelines. * Explore solutions and stay updated with innovations by fully utilising our CRM system (they use Xplan) to enhance our digital financial planning tools. Skills and Experience * Experience of working in a similar role within Wealth Management, Financial Planning or Financial Services * Good level of knowledge across financial products including pensions, investments, mortgages and protection. * Proficient using IT with intermediate Excel skills, e.g. Pivot Tables. * Excellent written and verbal communication skills. * Process driven, comfortable with numbers, and highly organised. * Capable of fact finding and analytical thinking. * Love it when you delight a client with great outcomes. * Want to be part of a team that appreciates you – we know you as a person. Their agile working environment means you\’ll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally. Apply for immediate consideration
Client Support Administrator employer: Recruitment Fox Ltd
Contact Detail:
Recruitment Fox Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator
✨Tip Number 1
Familiarize yourself with the specific financial products mentioned in the job description, such as pensions, investments, and mortgages. This knowledge will not only help you stand out but also demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight any experience you have with CRM systems, especially Xplan, as this is crucial for the role. If you haven't used it before, consider researching its features to show your proactive approach.
✨Tip Number 3
Prepare to discuss your organizational skills and multitasking abilities during the interview. Think of specific examples where you've successfully managed multiple tasks or projects simultaneously.
✨Tip Number 4
Show your enthusiasm for client relationships by preparing to share experiences where you've delighted clients with exceptional service. This will align perfectly with the company's focus on redefining the client experience.
We think you need these skills to ace Client Support Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Client Support Administrator position. Tailor your application to highlight your relevant experience in financial planning administration.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in Wealth Management or Financial Services. Mention specific tasks you've handled that align with the job description, such as diary management, client relationship building, and processing new business applications.
Showcase Your Skills: Demonstrate your proficiency in IT and Excel, particularly with tools like Pivot Tables. Provide examples of how you've used these skills in past roles to enhance service delivery or improve processes.
Personalize Your Application: Make your application stand out by personalizing it. Share why you're passionate about redefining the client experience and how you can contribute to the team. Use a friendly and approachable tone to reflect the company culture.
How to prepare for a job interview at Recruitment Fox Ltd
✨Show Your Passion for Client Experience
Make sure to express your enthusiasm for redefining the client experience during the interview. Share specific examples of how you've gone above and beyond to delight clients in previous roles.
✨Demonstrate Your Organizational Skills
Since the role requires exceptional organization, prepare to discuss your methods for managing multiple tasks and priorities. You might want to share a time when you successfully juggled various responsibilities without compromising quality.
✨Familiarize Yourself with Financial Products
Brush up on your knowledge of financial products such as pensions, investments, and mortgages. Be ready to discuss how this knowledge can help you support Financial Advisers and enhance client relationships.
✨Highlight Your IT Proficiency
As the role involves using CRM systems like Xplan and Excel, be prepared to talk about your experience with these tools. Mention any specific projects where you utilized Excel features like Pivot Tables to improve efficiency or data analysis.
