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- Tasks: Assist clients with inquiries and maintain accurate records in a fast-paced environment.
- Company: Join Clear Financial Advice, a company dedicated to providing top-notch financial services.
- Benefits: Enjoy 25 days holiday, extra days at Christmas, and opportunities for professional development.
- Why this job: Be part of a supportive team that values client relationships and personal growth.
- Qualifications: One year in financial services, strong IT skills, and a keen eye for detail required.
- Other info: Office hours are 9am - 5pm in Banstead; ideal for those seeking a structured work environment.
The predicted salary is between 28800 - 43200 £ per year.
Job Specification Ref: VR/04842
JOB DESCRIPTION AND PROFILE
Prime function: To provide an efficient and high-quality service to clients of Clear Financial Advice.
Key Contributions and Outputs:
- Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community
- Accurate upkeep of the client details on the database to ensure up to date client details are maintained
- Provide support to deal with new enquiries and prospects
- Dealing with existing client enquiries
- Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Continuous professional development to meet personal development needs.
Key Tasks & Responsibilities:
- Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
- Supporting the on-boarding of new clients into the business
- Maintaining existing client review communications
- Helping to deliver client referral strategy
- Working alongside the Client Services Team to deal with all client queries to a high standard, ensuring client satisfaction is maintained
- Ensuring all client information and communication is kept up to date on our back-office system, Intelligent Office.
- Using O & M Pension Profiler (when relevant).
- Input client ATRs into Financial Express - FE, to analysis and report outcomes.
- Acting like a client concierge if and when required
- Assisting the investment department with the quarterly switching
- Dealing with mortgage enquiries and administration
- Supporting the delivery of and achievement of the client service standards
- Client continual improvement feedback communications and maintenance
- Individual workflow and task delivery.
- General office duties which would include, answer incoming phone calls, stationery ordering, dealing with incoming and outgoing post.
Ideally have:
- A minimum of one years experience working in the financial services industry.
- Knowledge of pensions and investments
- General mortgage knowledge would be an advantage
- Strong IT skills (preferably with experience using Intelligent Office and Excel).
- Excellent attention to detail.
- Good communication and people skills.
- Ability to work under pressure when required and with minimal supervision.
- Able to analyse data.
- Highly organised, methodical and disciplined with a good eye for detail.
- Able to work within defined business processes.
- RO1 would be an advantage with a willingness to progress with exams, studies and personal development.
Additional Information and Benefits:
- Working hours 9am - 5pm in our office based in Banstead
- 25 days holiday plus 2 extra days at Christmas
Admin/Junior Paraplanner employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Admin/Junior Paraplanner
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on pensions and investments. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities at Clear Financial Advice.
✨Tip Number 3
Brush up on your IT skills, particularly with Intelligent Office and Excel. Being proficient in these tools will set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare for potential interview questions by thinking about how you would handle client enquiries and maintain relationships. Use examples from your past experiences to illustrate your problem-solving skills and attention to detail.
We think you need these skills to ace Admin/Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry. Emphasise any roles where you've maintained client relationships, handled enquiries, or worked with databases.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your attention to detail and ability to work under pressure.
Showcase Relevant Skills: Highlight your IT skills, particularly any experience with Intelligent Office and Excel. If you have knowledge of pensions and investments, make sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Nelson Scott
✨Know Your Client Services
Familiarise yourself with the key contributions and outputs of a Client Services Assistant. Be prepared to discuss how you can maintain good relationships with clients and enhance the company's profile within the community.
✨Demonstrate Attention to Detail
Since the role requires accurate upkeep of client details, be ready to provide examples from your past experience that showcase your attention to detail and organisational skills. Highlight any relevant tools or systems you've used.
✨Showcase Your Communication Skills
Effective communication is crucial in this role. Prepare to discuss how you've handled client enquiries in the past and how you ensure client satisfaction. Practice articulating your thoughts clearly and confidently.
✨Highlight Your IT Proficiency
The job mentions strong IT skills, particularly with Intelligent Office and Excel. Be ready to talk about your experience with these tools and how you've used them to improve efficiency in previous roles.
