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- Tasks: Support clients and the team with admin tasks and communications.
- Company: Join a well-established organisation offering tailored financial solutions.
- Benefits: Enjoy a competitive salary, company pension, life insurance, and on-site parking.
- Why this job: Develop your skills in a supportive environment while building lasting client relationships.
- Qualifications: Experience in an administrative role and strong communication skills are essential.
- Other info: Full-time position with opportunities for growth and development.
The predicted salary is between 20000 - 30000 £ per year.
An opportunity has arisen for a Client Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Client Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
- Making outbound calls to new and existing clients to build relationships and generate interest.
- Managing and maintaining client records and ensuring all information is accurate and up to date.
- Preparing documentation and templated reports for third-party providers.
- Handling general office administration including filing, scanning, reporting, and dealing with post.
- Managing client communication by phone, email, and written correspondence in a professional manner.
- Supporting advisers and team members with the processing of information and client-related documentation.
- Logging and updating call outcomes within the CRM system.
What we are looking for:
- Previously worked as a Client Administrator, Client Account Administrator,Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant,Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administratoror in a similar role.
- Experience in an administrative office role.
- Confident telephone manner and ability to make outbound calls.
- Excellent computer skills, including knowledge of Microsoft Word and Excel.
- Strong written and verbal communication skills.
What’s on offer:
- Competitive salary
- Company pension
- Life insurance
- On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Client Administrator employer: Additional Resources
Contact Detail:
Additional Resources Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry. Understanding the basics of financial solutions and client management will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your telephone communication skills. Since the role involves making outbound calls, consider role-playing scenarios with a friend or family member to build your confidence and refine your approach to client interactions.
✨Tip Number 3
Get comfortable with CRM systems. If you have experience with any customer relationship management software, be prepared to discuss it. If not, try to learn the basics of popular CRM tools to show your willingness to adapt.
✨Tip Number 4
Network with professionals in the field. Attend local events or join online forums related to financial services to connect with others who can provide insights or even referrals for the Client Administrator position.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Client Administrator or in similar roles. Emphasise your administrative skills, client communication abilities, and any specific software knowledge, particularly with Microsoft Word and Excel.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your previous experience aligns with the responsibilities listed in the job description, such as managing client records and making outbound calls.
Highlight Communication Skills: Since strong written and verbal communication skills are essential for this role, provide examples in your application of how you've successfully communicated with clients or team members in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to eliminate any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an administrative position.
How to prepare for a job interview at Additional Resources
✨Showcase Your Communication Skills
As a Client Administrator, strong communication is key. Be prepared to demonstrate your verbal and written skills during the interview. Practice explaining complex ideas simply and clearly, as this will reflect your ability to communicate effectively with clients.
✨Familiarise Yourself with CRM Systems
Since you'll be logging and updating call outcomes within a CRM system, it's beneficial to have a basic understanding of how these systems work. If you have experience with specific CRM software, mention it during the interview to highlight your relevant skills.
✨Prepare for Role-Specific Questions
Expect questions related to client management and administrative tasks. Prepare examples from your past experiences that showcase your ability to handle client communications, maintain records, and support team members effectively.
✨Demonstrate Your Attention to Detail
In this role, accuracy is crucial. Be ready to discuss how you ensure that client records are up to date and error-free. You might even want to bring along a sample report or documentation you've prepared in the past to illustrate your attention to detail.