At a Glance
- Tasks: Provide admin support to Financial Advisers and ensure clients receive top-notch service.
- Company: Established wealth management business in Sheffield with a supportive culture.
- Benefits: Competitive salary, full training, and career development opportunities.
- Other info: Join a professional team and enjoy a dynamic office environment.
- Why this job: Kickstart your career in financial services and gain valuable experience.
- Qualifications: Experience in administration or customer service; willingness to learn is key.
The predicted salary is between 26000 - 28000 £ per year.
Are you an organised, personable administrator looking for your next step? I’m recruiting for a fantastic Client Experience Administrator opportunity with an established and highly regarded wealth management business based in Sheffield. This is an ideal opportunity for someone with some previous administration or office-based experience who is looking to build a career within financial services. You do not need previous financial services experience — full training will be provided. You could be a recent graduate with some work experience, have a couple of years’ administration experience, or currently be working in customer service or an office environment and looking for your next career move.
About the role
- Providing day-to-day administrative support to Financial Advisers.
- Dealing with queries from advisers and clients.
- Preparing and coordinating documentation for new business.
- Liaising with pension and investment providers.
- Keeping advisers and clients updated on progress.
- Preparing client packs for meetings.
- Maintaining accurate client records and updating internal systems.
- Ensuring documentation is complete and files are maintained correctly.
- Supporting the wider Private Client team with general administration.
You’ll receive full training and support as you develop your knowledge of financial services, pensions and investments.
About you
- Experienced in an administration, office or customer service environment.
- Professional, confident and articulate.
- Comfortable communicating with people at all levels.
- Organised with good attention to detail.
- A good team player who is also able to work independently.
- Proactive, reliable and keen to learn.
- Comfortable working in a professional corporate environment.
- Confident using Microsoft Office, particularly Word, Excel and Outlook.
A willingness to learn is far more important than previous financial services experience. You’ll also be supported through a basic financial services examination during your first three months.
Why apply?
This is a fantastic opportunity to get your foot in the door of financial services, gain valuable experience within wealth management and develop a long-term career. If you’re bright, personable, organised and keen to learn, I’d love to hear from you.
Client Experience Administrator in Sheffield employer: Anna Maher Recruitment Careers
Join a dynamic and ambitious organisation in Sheffield, where your role as a Marketing and Communications Specialist will allow you to make a significant impact on the company's growth. With a strong emphasis on employee development, a collaborative work culture, and the opportunity to influence strategic marketing initiatives, this position offers a rewarding environment for creative professionals looking to thrive. Enjoy competitive salary packages and the chance to work closely with senior stakeholders in a supportive atmosphere that values innovation and strategic thinking.
Contact Details:
Anna Maher Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Experience Administrator in Sheffield
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Anna Maher Recruitment Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Anna Maher Recruitment Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Anna Maher Recruitment Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Experience Administrator in Sheffield
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Anna Maher Recruitment Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Anna Maher Recruitment Careers how you can be a team player!
How to prepare for a job interview at Anna Maher Recruitment Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Anna Maher Recruitment Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Anna Maher Recruitment Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
