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- Tasks: Join a dynamic team to support clients and manage platform queries in financial services.
- Company: Be part of a respected financial services firm known for excellence and employee development.
- Benefits: Enjoy hybrid working, 25 days holiday, private medical insurance, and a competitive salary.
- Why this job: This role offers growth opportunities in a supportive culture with a focus on client satisfaction.
- Qualifications: Experience in admin roles, strong Microsoft Office skills, and attention to detail are essential.
- Other info: Exciting time to join as the company expands and invests in its people.
The predicted salary is between 15600 - 36400 £ per year.
We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortgages to clients across the UK.
This award-winning firm is renowned for its outstanding reputation and commitment to excellence. With a supportive and forward-thinking culture, they have a strong track record of investing in their people, offering clear pathways for development and career progression. Having experienced substantial growth over the past five years, the business is entering an exciting new phase of expansion, making this a fantastic time to come on board.
The Role: This is a brilliant opportunity to join a busy and collaborative Platform Support team. You will be responsible for delivering high-quality administrative and client servicing support relating to investment platforms. From processing new applications to handling platform queries, exits and client transactions, you’ll play a key part in ensuring efficient and compliant platform operations.
Key responsibilities include:
- Supporting colleagues and clients by managing platform queries via email and helpline
- Processing transactions, account exits, Letters of Authority, and death notifications
- Monitoring cash accounts and ensuring adequate balances for investment activity
- Liaising with platform providers and internal teams to resolve queries and progress transactions
- Issuing statements and client documentation in line with SLAs
- Keeping accurate and up-to-date client records in back-office systems
- Contributing to ongoing process improvements and supporting project work
What we’re looking for:
- Previous experience in an administrative role within Financial Services
- Strong working knowledge of Microsoft Office (especially Outlook, Word & Excel)
- Ability to manage workloads in a fast-paced environment and meet deadlines
- Excellent attention to detail, organisation, and communication skills
- Experience with investment platforms and client servicing is desirable
The package:
- Basic salary up to £26,000
- Discretionary bonus
- Hybrid working model: 2 days in the office, 3 days from home (more during training)
- 25 days holiday plus bank holidays, with the ability to buy/sell leave
- Private Medical Insurance
- 5% employer pension contribution
- Group Life Assurance (x4 salary)
- Group Income Protection
This is a fantastic opportunity to join a highly professional, people-focused business where you'll be supported to grow and develop your career.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator - Platform Operations (Financial Services)
✨Tip Number 1
Familiarise yourself with the specific investment platforms used in the financial services industry. Understanding how these platforms operate will not only boost your confidence during interviews but also demonstrate your proactive approach to learning.
✨Tip Number 2
Network with professionals already working in client services within financial services. Engaging with them on platforms like LinkedIn can provide you with insider knowledge about the role and the company culture, which can be invaluable during your application process.
✨Tip Number 3
Prepare for potential interview questions by practising scenarios related to managing platform queries and processing transactions. Being able to articulate your thought process and problem-solving skills will set you apart from other candidates.
✨Tip Number 4
Showcase your organisational skills by discussing any relevant experience where you managed multiple tasks or projects simultaneously. This is crucial for a role that requires handling various client requests and administrative duties efficiently.
We think you need these skills to ace Client Services Administrator - Platform Operations (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles within Financial Services. Emphasise your skills in managing workloads, attention to detail, and familiarity with investment platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your previous experience aligns with the responsibilities listed in the job description.
Highlight Technical Skills: Since the role requires strong knowledge of Microsoft Office, particularly Outlook, Word, and Excel, be sure to mention any relevant certifications or experiences that demonstrate your proficiency with these tools.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated with clients or colleagues in past roles. This is crucial for a position that involves managing platform queries and liaising with various teams.
How to prepare for a job interview at mbf
✨Showcase Your Financial Services Knowledge
Make sure to brush up on your understanding of financial services, especially related to investment platforms. Being able to discuss industry trends or recent changes can demonstrate your enthusiasm and knowledge during the interview.
✨Highlight Your Administrative Skills
Prepare examples from your previous roles that showcase your administrative capabilities. Discuss how you managed workloads, met deadlines, and maintained attention to detail, as these are crucial for the Client Services Administrator role.
✨Demonstrate Communication Skills
Since the role involves liaising with clients and colleagues, practice articulating your thoughts clearly. You might be asked to explain complex information simply, so think about how you can convey your ideas effectively.
✨Prepare Questions About the Company Culture
Research the company’s culture and values, and prepare thoughtful questions to ask during the interview. This shows your genuine interest in the organisation and helps you assess if it’s the right fit for you.
