At a Glance
- Tasks: Support Financial Planners and ensure clients receive top-notch service.
- Company: Join a growing team focused on client satisfaction and integrity.
- Benefits: 22 days holiday, birthday off, pension scheme, and free financial planning.
- Other info: Opportunities for professional development and a collaborative work environment.
- Why this job: Make a real difference in clients' lives while developing your skills.
- Qualifications: 2 years admin experience, strong communication, and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
We're looking for an organised and customer-focused Client Services Assistant to join our Clients growing team. This is a key role supporting Financial Planners and Relationship Managers, ensuring clients receive a professional, efficient, and high-quality service at every stage. You'll play an important part in delivering excellent client outcomes while supporting responsible business practices and maintaining the highest standards of integrity.
What You’ll Be Doing
- Managing new and existing business processes from start to finish
- Preparing client documentation, valuations, and financial planning packs
- Liaising with providers, legal parties, and clients to handle changes and queries
- Maintaining accurate and up-to-date client records and systems
- Supporting client meetings and updating records post-appointment
- Monitoring tasks, chasing outstanding items, and meeting service standards
- Assisting with reporting, including client profitability analysis
- Providing occasional reception cover and front-of-house support
What We’re Looking For
- At least 2 years’ administrative experience
- Strong communication and customer service skills
- Excellent organisation and attention to detail
- Confident using Word, Excel, and Outlook
- A proactive, positive, and professional approach
- Ability to work collaboratively and handle multiple priorities
Why Join Us?
- 22 days holiday + bank holidays + extra days over Christmas
- Birthday off (if it falls on a working day)
- Pension scheme & death in service benefit
- Free financial planning service
- Full support toward industry qualifications
- Annual company conference and development opportunities
Client Services & Planning Support Specialist in Kendal employer: Adecco
Join our dynamic team as a Client Services & Planning Support Specialist, where you'll thrive in a supportive and collaborative work environment. We prioritise employee growth with opportunities for professional development and industry qualifications, alongside generous benefits such as 22 days of holiday, a birthday off, and a pension scheme. Located in a vibrant area, we foster a culture of integrity and excellence, ensuring that you can make a meaningful impact while enjoying a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services & Planning Support Specialist in Kendal
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral!
✨Tip Number 3
Prepare for the interview by practising common questions and scenarios related to client services. Think about how your past experiences align with the role and be ready to share specific examples.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it keeps you on their radar!
We think you need these skills to ace Client Services & Planning Support Specialist in Kendal
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your administrative experience and customer service skills, as these are key for the Client Services role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've managed client relationships or supported teams in the past to show off your proactive approach.
Showcase Your Organisation Skills:Since this role requires excellent organisation, mention any tools or methods you use to stay organised. Whether it’s managing multiple priorities or keeping accurate records, let us know how you keep everything on track.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Adecco
✨Know Your Stuff
Make sure you understand the role of a Client Services Assistant inside out. Familiarise yourself with the key responsibilities like managing business processes and preparing client documentation. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since this role requires strong communication skills, be prepared to demonstrate how you've effectively liaised with clients or colleagues in the past. Use specific examples to highlight your ability to handle queries and maintain professional relationships.
✨Be Organised and Detail-Oriented
Bring along examples of how you've managed multiple priorities in previous roles. Discuss your methods for keeping accurate records and ensuring nothing falls through the cracks. This will show that you have the organisational skills needed for the job.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, or the tools they use for client management. This not only shows your interest but also gives you a chance to assess if the company is the right fit for you.
