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For Companies At a Glance
- Tasks: Support client onboarding, manage records, and assist with daily operations.
- Company: A growing financial services firm in the heart of London.
- Benefits: Annual bonus, private medical insurance, gym membership, and hybrid working.
- Why this job: Make a real impact while building your career in a supportive environment.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Full training provided with excellent opportunities for skill development.
The predicted salary is between 30000 - 40000 £ per year.
We’re looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London.
Working closely with the Head Paraplanner and Operations Manager, you’ll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided.
What You’ll Be Doing
- Supporting client onboarding and ongoing client care
- Maintaining accurate client records and managing the CRM system
- Processing client requests, including withdrawals
- Assisting with tax returns and client portal management
- Handling office administration and supporting daily operations
- Supporting compliance and regulatory requirements
What We’re Looking For
- Experience within an IFA or financial services environment
- Highly organised with strong attention to detail
- A team player with a proactive, can-do attitude
- Able to manage tasks independently and work efficiently
What You’ll Get
- Annual bonus
- Private medical & travel insurance
- Gym membership (Virgin Active or PureGym)
- £600 annual exam allowance
- Pension contributions
- Hybrid working – 2 days from home
Why Apply?
Be part of a growing firm where your work truly makes an impact. You’ll gain valuable experience, develop your skills, and be supported every step of the way.
Client Services Administrator - Join a Growing Financial Services Firm! employer: Angela Mortimer Plc - International Division
Contact Detail:
Angela Mortimer Plc - International Division Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator - Join a Growing Financial Services Firm!
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely excited about what they do and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows you’re really keen on the role. Plus, it keeps you on their radar!
We think you need these skills to ace Client Services Administrator - Join a Growing Financial Services Firm!
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience in financial services and any relevant client support roles to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the Client Services Administrator role and how your proactive attitude and attention to detail will benefit our team.
Showcase Your Organisational Skills: Since we’re looking for someone highly organised, give examples of how you’ve managed tasks or projects in the past. This will help us see how you can keep everything running smoothly here at StudySmarter.
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 Angela Mortimer Plc - International Division
✨Know Your Stuff
Before the interview, make sure you understand the financial services industry and the specific role of a Client Services Administrator. Brush up on key terms and processes related to client onboarding and CRM systems, as this will show your enthusiasm and preparedness.
✨Showcase Your Organisation Skills
Since the job requires strong attention to detail and organisation, prepare examples from your past experiences where you've successfully managed tasks or projects. Be ready to discuss how you keep track of client records and ensure compliance with regulations.
✨Demonstrate Team Spirit
This role is all about collaboration, so be prepared to talk about your experience working in teams. Share stories that highlight your proactive attitude and how you’ve supported colleagues in achieving common goals.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, training opportunities, and how success is measured in the role. This shows your genuine interest in the position and helps you determine if it’s the right fit for you.