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- Tasks: Support Financial Planners and manage client communications in a dynamic environment.
- Company: Join a successful wealth management firm based in Marlow, known for its supportive culture.
- Benefits: Enjoy hybrid working after 6 months, flexible hours, and a great working environment.
- Why this job: This role offers a chance to grow your skills in finance while working with a collaborative team.
- Qualifications: Strong IT skills, attention to detail, and excellent communication are key; experience in finance is a plus.
- Other info: Ideal for those who thrive in fast-paced settings and enjoy taking initiative.
The predicted salary is between 30000 - 42000 £ per year.
We are recruiting for a Client Administrator to join our client, a successful wealth management firm based in Marlow. The successful candidate will support the Financial Planners whilst also providing some PA support to the manager. Previous experience working in a similar environment such as wealth management, financial planning or financial services would be great but it\’s not essential. What we are looking for is a highly experienced administrator, with strong IT skills (including Excel) and superb attention to detail, who can pick up things quickly. You also need to have fantastic communication skills, enjoy working in a team but also able to work using your initiative in a busy and fast paced role. Our client offers superb benefits and a lovely working environment. Hybrid working after 6 months and flexible working hours – 8 – 4.30, 8.30 – 5 or 9 – 5.30. Accountabilities Liaise with 3rd party providers and navigate provider platforms (easy to do, must be comfortable using software). 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 planning 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 …
Client Administrator employer: Bucks & Berks Recruitment PLC Careers
Contact Detail:
Bucks & Berks Recruitment PLC Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarize yourself with the wealth management industry. Understanding the basics of financial planning and the services offered by wealth management firms can give you an edge in conversations during the interview.
✨Tip Number 2
Brush up on your IT skills, especially Excel. Being able to demonstrate your proficiency in managing data and creating reports will show that you can handle the administrative tasks effectively.
✨Tip Number 3
Practice your communication skills. Since the role involves liaising with clients and third-party providers, being able to articulate your thoughts clearly and professionally is crucial.
✨Tip Number 4
Showcase your ability to work both independently and as part of a team. Prepare examples from your past experiences where you successfully managed tasks on your own while also collaborating with others.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Administrator position. Make sure you understand the key responsibilities and required skills, such as strong IT skills and attention to detail.
Tailor Your CV: Customize your CV to highlight relevant experience in administration, particularly in wealth management or financial services. Emphasize your IT skills, especially with Excel, and any previous roles that required strong communication and organizational abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples from your past experiences that demonstrate your ability to support Financial Planners and manage client communications effectively.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. Attention to detail is crucial for this role, so make sure your application reflects that quality.
How to prepare for a job interview at Bucks & Berks Recruitment PLC Careers
✨Showcase Your IT Skills
Since strong IT skills, especially in Excel, are crucial for this role, be prepared to discuss your experience with various software tools. Highlight any specific projects where you utilized these skills effectively.
✨Demonstrate Attention to Detail
Attention to detail is key in a fast-paced environment like wealth management. Bring examples of how you've ensured accuracy in your previous roles, whether through data entry or preparing documentation.
✨Communicate Clearly
Fantastic communication skills are essential. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've successfully liaised with clients or third-party providers in the past.
✨Emphasize Teamwork and Initiative
While teamwork is important, the ability to work independently is equally valued. Prepare to share examples of how you've contributed to a team while also taking the initiative to solve problems on your own.
