At a Glance
- Tasks: Support advisers and manage client records in a professional financial services environment.
- Company: Established financial services business with a supportive office culture.
- Benefits: Competitive salary, flexible start times, and on-site parking.
- Other info: Great opportunity for career growth in a collaborative environment.
- Why this job: Join a dynamic team and enhance your admin skills in a client-focused setting.
- Qualifications: Experience in professional services and strong organisational skills required.
The predicted salary is between 31500 - 38500 £ per year.
An established and professional financial services business is seeking an Administrative Assistant to join its office-based team in Cheadle.
This is a great opportunity to join a supportive environment where you will play a key role in keeping client records, administration processes and adviser support activity running smoothly.
The role would suit someone from a professional services background, ideally with experience in an IFA or financial planning firm, although wider office-based experience will also be considered.
- Your new role
- Support advisers and colleagues with the smooth running of client administration processes.
- Maintain accurate client records and ensure information is updated across internal systems.
- Assist with onboarding new clients and processing new business applications.
- Build positive relationships with clients, providers and third parties, acting as a key point of contact.
- Help coordinate the collection and management of client and provider documentation.
- Support regulatory and compliance activities to ensure records remain accurate and up to date.
- Produce professional correspondence and documentation for clients and providers.
- Contribute to a collaborative office environment by supporting wider administrative and operational activities.
- Use business systems and databases to manage information efficiently and accurately.
- What you'll need to succeed
- Previous experience within a professional services environment.
- Experience within an IFA, wealth management or financial planning firm would be highly advantageous.
- Knowledge of Intelliflo Office would be beneficial but is not essential.
- Excellent organisational skills with the ability to manage multiple tasks and priorities effectively.
- Strong communication skills and confidence when dealing with clients, providers and colleagues.
- Comfortable using business systems, databases and Microsoft Office applications.
- High level of accuracy and attention to detail when handling client information and records.
- A proactive and professional approach, with the ability to work independently and as part of a team.
- Positive attitude, strong work ethic and willingness to support different areas of the business.
- What you'll get in return
You will receive a permanent opportunity with a salary of £30,000+, dependent on experience.
The role is fully office-based in Cheadle, with flexible start times between 8:00am and 9:30am, as well as on-site parking.
This is an excellent opportunity for someone looking to build on their administration experience within a professional, client-focused financial services setting.
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Client Services Administrator in Cheadle employer: Allscreens Nationwide Ltd
Allscreens Nationwide is an exceptional employer, offering a supportive team culture where employees are valued and encouraged to thrive. With access to state-of-the-art training facilities and opportunities for career progression, our Automotive Glazing Technicians in Birmingham can expect not only competitive bonuses but also the chance to work with the latest technology in the industry. Join us and be part of a company that prioritises both employee well-being and customer satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Cheadle
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Allscreens Nationwide Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Administrator in Cheadle
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Allscreens Nationwide Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Allscreens Nationwide Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Allscreens Nationwide Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Allscreens Nationwide Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Allscreens Nationwide Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Allscreens Nationwide Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
