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For Companies At a Glance
- Tasks: Support clients and ensure smooth business operations in a dynamic financial services environment.
- Company: A growing financial services firm located in the heart of London.
- Benefits: Annual bonus, private medical insurance, gym membership, and hybrid working options.
- Other info: Full training provided with excellent opportunities for career development.
- Why this job: Join a supportive team where your contributions truly make an impact on clients' lives.
- Qualifications: Experience in financial services, strong organisational skills, and a proactive attitude.
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! in London 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! in London
✨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 insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you show that you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and genuine, so rehearse with a friend or in front of a mirror to nail that delivery.
✨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 role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Client Services Administrator - Join a Growing Financial Services Firm! in London
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 management 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, don’t forget to mention specific examples of how you’ve managed tasks or projects efficiently in the past. This will help us see your potential right away!
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
Make sure you brush up on your knowledge of the financial services industry, especially if you've worked in an IFA environment before. Familiarise yourself with common client onboarding processes and CRM systems, as this will show that you're proactive and detail-driven.
✨Showcase Your Organisation Skills
During the interview, be ready to discuss how you manage your tasks and keep everything organised. Bring examples of how you've maintained accurate records or handled multiple client requests efficiently. This will highlight your strong attention to detail and ability to work independently.
✨Demonstrate Team Spirit
Since this role involves working closely with the Head Paraplanner and Operations Manager, emphasise your teamwork skills. Share experiences where you collaborated effectively with others, showcasing your can-do attitude and how you contribute to a positive team dynamic.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, training opportunities, and how success is measured in the role. This not only shows your genuine interest in the position but also helps you assess if the firm aligns with your career goals.