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- Tasks: Support our team by managing client records and processing transactions efficiently.
- Company: Join AFH Wealth Management, a growing firm with a collaborative culture.
- Benefits: Enjoy flexible working, competitive salary, and social perks like parties.
- Why this job: Be a key player in client services and make a real difference.
- Qualifications: Team player with strong organisational skills and attention to detail.
- Other info: Great career growth opportunities in a dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity to join our AFH Wealth Management Cookham team. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity with hybrid working. In return, you will receive a competitive salary and a range of benefits.
The purpose of this role is to provide comprehensive support to the efficient operation of the business and excellent service to the clients of the firm in the administrative processes through the careful submission of transactions and documentation with continuing maintenance of investments. This role centralises around providing support to paraplanners and advisers by arranging the completion of necessary instructions, in addition to the end clients.
As our Client Services Administrator, you will typically:
- Maintaining client records on both internal and external platforms
- Assist in ensuring that all client files are accurate and compliant
- Organising and pre-populating client documentation for account setups and transactions
- Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
- Calculating performance fees and providing information for Accounts to produce client invoices
- Monitoring group inboxes and responding to client enquiries
- Additional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post etc.
- Adhere to the Company’s service levels according to its established procedures.
What we are looking for in our ideal Client Services Administrator:
- Ability to work with team members and completing tasks standalone
- Ability to understand processes & document controls
- Confident in becoming a point of contact for clients and providers in relation to queries
- An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable).
Benefits and Perks at AFH:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- Pension - We offer a contributory pension scheme as well as death-in-service benefit.
Client Services Administrator in Maidenhead employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator in Maidenhead
✨Tip Number 1
Network like a pro! Reach out to current employees at AFH Wealth Management on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research AFH's values, recent news, and their approach to client services. This will show you're genuinely interested and ready to contribute to their growth.
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on common questions for client services roles and how you can highlight your skills in maintaining client records and processing instructions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining the team directly!
We think you need these skills to ace Client Services Administrator in Maidenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Administrator role. Highlight relevant experience and skills that match what we're looking for, like your ability to maintain client records and support team members.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our AFH Wealth Management team and how you can contribute to our growth plans. Be genuine and let your personality come through.
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. This shows us that you understand the importance of compliance and maintaining accurate client files.
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’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at AFH Financial Group.
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Client Services Administrator. Familiarise yourself with tasks like maintaining client records and processing instructions. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Attention to Detail
Since this role involves managing client documentation and ensuring compliance, be prepared to discuss how you've successfully handled similar tasks in the past. Bring examples that highlight your attention to detail and organisational skills, as these are crucial for the position.
✨Prepare for Client Interaction Scenarios
As a Client Services Administrator, you'll be a point of contact for clients. Think about potential client queries and how you would handle them. Practising responses to common questions can help you feel more confident during the interview and show that you're ready to engage with clients effectively.
✨Understand Regulatory Compliance
Familiarise yourself with the FCA Handbook and any relevant regulations. Even if you’re not an expert, showing that you have a basic understanding of compliance will impress the interviewers. It demonstrates your commitment to adhering to industry standards and your willingness to learn more.
