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- Tasks: Support financial planners and attend client meetings while processing new business applications.
- Company: Join an award-winning chartered firm of financial planners in central London.
- Benefits: Enjoy flexible working, a competitive salary, bonuses, and 25 days holiday plus more perks.
- Why this job: Develop your skills in a reputable team with opportunities for future paraplanning roles.
- Qualifications: 3+ years in financial planning administration; studying towards level 4 diploma is a plus.
- Other info: Connect with Paul Taylor on LinkedIn to apply or for more information.
The predicted salary is between 36000 - 54000 £ per year.
Flexible working & homeworking available.
Our client, an award winning and chartered firm of financial planners, is looking to recruit a Senior Client Services Administrator to join their central London based team. This is a first class opportunity to develop your technical skillset within a reputable team of professionals. Our client is also interested in speaking with candidates who are looking to move into paraplanning in the future.
Duties & responsibilities will include (not limited to):
- To provide support to Paraplanners & Financial Planners
- Attending client meetings alongside the Advisers
- To be the first point of contact for clients
- To process new business applications across the key financial products
- Ensuring that financial transactions are completed correctly & compliantly
- Preparing for client review meetings
- Acquiring client portfolio valuations
The candidate:
- Minimum of 3 years + IFA/ financial planning administration experience (essential)
- Studying towards level 4 diploma (desirable)
- Excellent knowledge of provider platforms
What’s on offer:
- Starting basic salary of up to c £45,000 + 10% bonus
- Flexible working & homeworking available
- c 10% bonus
- 25 days holiday rising + option to buy
- Full study support
- Company pension
- Social events
- PMI
- Subsidised gym membership
- Dental/ health
To be considered for this opportunity, please submit the latest version of your CV and/or connect with Paul Taylor on LinkedIn.
Senior Client Services Administrator employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Administrator
✨Tip Number 1
Make sure to research the company thoroughly. Understand their values, mission, and the services they offer. This will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with current employees or others in similar roles. This could give you insights into the company culture and potentially lead to a referral.
✨Tip Number 3
Prepare for the interview by practising common questions related to client services and financial planning. Be ready to discuss your previous experience and how it aligns with the responsibilities of the Senior Client Services Administrator role.
✨Tip Number 4
Show your enthusiasm for professional development. Since the role may lead to paraplanning opportunities, express your willingness to learn and grow within the company. Highlight any relevant courses or certifications you are pursuing.
We think you need these skills to ace Senior Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning administration. Emphasise your 3+ years of IFA experience and any qualifications you are pursuing, such as the level 4 diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your interest in paraplanning and how your skills align with the responsibilities outlined in the job description.
Highlight Technical Skills: Since the role involves supporting Paraplanners and Financial Planners, be sure to mention any technical skills or knowledge of provider platforms you possess. This will demonstrate your readiness for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Showcase Your Experience
Make sure to highlight your 3+ years of IFA or financial planning administration experience. Be prepared to discuss specific examples of how you've supported paraplanners and financial planners in previous roles.
✨Demonstrate Technical Knowledge
Familiarise yourself with the key financial products and provider platforms mentioned in the job description. Being able to discuss these confidently will show that you're well-prepared and knowledgeable.
✨Prepare for Client Interaction Scenarios
Since you'll be the first point of contact for clients, think about how you would handle various client scenarios. Practice articulating your approach to client meetings and how you ensure compliance in financial transactions.
✨Express Future Aspirations
If you're interested in moving into paraplanning, make sure to express this during the interview. Discuss how this role aligns with your career goals and how you plan to develop your technical skillset further.
