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For Companies At a Glance
- Tasks: Join our team as a Client Review Team Administrator, handling financial services administration and client reviews.
- Company: We're a friendly, independent financial services company in South Leicestershire.
- Benefits: Enjoy a competitive salary, generous benefits, and a supportive work environment.
- Why this job: This role offers hands-on experience in finance, teamwork, and the chance to make a real impact.
- Qualifications: You need at least 1 year of experience in financial services and strong IT skills.
- Other info: Full-time hours with a Monday to Friday schedule; we value your ideas and input!
The predicted salary is between 19200 - 22400 £ per year.
Job Description
Client Review Team Administrator
South Leicestershire – desk-based role (Ref AL1346)
Salary £24-£28k dependent on experience plus generous benefits
This is a full-time position, 37.5 hours per week, 9 am – 5 pm, (30 minutes unpaid lunch break), Monday to Friday.
My client is a medium sized, friendly, Independent Financial Services company, and they have an excellent new opportunity, for a Client Review Team Administrator to join their team. The role will involve all aspects of financial services administration, with an emphasis on client reviews, liaising with financial advisers at every stage of the process. At least 1 years’ experience in financial services is essential, along with enthusiasm and commitment to delivering a first-class service, to both clients and colleagues.
The Role:
- Produce valuations
- Prepare cash flow modelling (information gathering and understanding)
- Prepare portfolio comparison analytics
- Make client appointments
- Action fund switches
- Carry out attitude to risk questionnaires
- Prepare new and existing client appointment packs
- Adviser diary management
- Regular engagement with clients and providers via telephone, email and letter
- Produce 'no action’ and 'fund switch’ suitability letters
- Maintain clear and compliant records
- General admin duties, scanning, photocopying, etc
- Carry out other related duties when required
- Attend departmental meetings and training
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules
- Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company
- Keep up to date with all relevant product, legislative and technical changes, as required
- Ensure all dealings with clients are carried out in a professional and courteous manner
Ideal skills/experience:
- Worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment.
- Good IT skills, with a working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with what might be an unfamiliar software package, e.g., our back-office system (Xplan).
- Have good problem-solving abilities and able to stay focused on tasks, despite distractions and interruptions.
- An understanding of FCA regulations/compliance would be advantageous.
- Be both organised and flexible in their approach and be a good team player
- Excellent customer facing interactions, good administration skills/phone manner
- Well-presented, self-motivated and organised, with a good work ethic.
- Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
- Be an integral part of the team – a good communicator, willing to input new ideas and suggestions to improve process.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Contact Detail:
North Oak Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Review Team Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific regulations and compliance standards set by the FCA. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Brush up on your IT skills, particularly with Microsoft Word, Excel, and Outlook. Being proficient in these tools is crucial for the administrative tasks you'll be handling, so consider taking a quick online course if you're not already confident.
✨Tip Number 3
Prepare to discuss your previous experience in financial services during the interview. Think of specific examples where you've successfully managed client interactions or handled administrative tasks, as this will showcase your relevant skills.
✨Tip Number 4
Showcase your problem-solving abilities by preparing scenarios where you've had to think on your feet or adapt to changes quickly. This is particularly important in a fast-paced environment like financial services.
We think you need these skills to ace Client Review Team Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly any roles that involved client reviews or administration. Use specific examples to demonstrate your skills and achievements relevant to the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the financial services industry and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise your IT skills, especially your proficiency in Microsoft Word, Excel, and Outlook. If you have experience with back-office systems like Xplan, make sure to mention it as well.
Showcase Your Customer Service Experience: Since the role involves regular engagement with clients, provide examples of your customer-facing interactions. Highlight your ability to communicate effectively and maintain professionalism in all dealings.
How to prepare for a job interview at North Oak Recruitment Ltd
✨Show Your Financial Services Knowledge
Make sure to brush up on your understanding of financial services, especially the regulations and compliance aspects. Being able to discuss FCA rules and how they apply to the role will demonstrate your expertise and commitment.
✨Demonstrate Your IT Skills
Since the role requires good IT skills, be prepared to discuss your experience with Microsoft Word, Excel, and Outlook. If you have used any specific software like Xplan, mention it and explain how you adapted to new systems in the past.
✨Prepare for Client Interaction Scenarios
Think about examples from your previous roles where you successfully managed client interactions. Be ready to discuss how you handled difficult situations or provided excellent customer service, as this is crucial for the position.
✨Emphasise Teamwork and Flexibility
The job requires being a good team player and being flexible in your approach. Prepare examples that showcase your ability to work collaboratively and adapt to changing priorities, which will highlight your suitability for the role.
