At a Glance
- Tasks: Support the Wealth Management team by managing client services and processing new business.
- Company: Join a reputable firm in Canterbury with a focus on client satisfaction.
- Benefits: Competitive salary, office parking, and opportunities for professional growth.
- Other info: Office-based role with a supportive work environment.
- Why this job: Be part of a dynamic team making a difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 40000 - 50000 £ per year.
Our client is looking for a Client Services Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available.
Main Duties and Responsibilities:
- Achieve a comprehensive understanding of the new business process and assist to develop where necessary.
- Submitting all forms of new business.
- Creating New Business Event and updating once on risk / NTU’d.
- Ensuring that cases are progressed to the point of transfer completion and plans are put on risk.
- Updating X-Plan with full plan details.
- Follow the correct procedures to close off transferred / re-broked plans.
- Adding fund accounts and initial funds – including full account details e.g. risk profile, account type, mandate etc.
- Downloading all contract notes and saving to client records.
- Send communication to client once new plans are in place, along with policy documents, where applicable.
- Send fortnightly communications to the Advisers with updates on their cases.
- Ensure all cases are signed off by the Compliance Department and all pre-submissions are progressed until completion.
- Liaising with clients to arrange medical appointments.
- Following and updating threads on X-Plan and ensure all tasks are closed off on completion.
- Fund switches where new business is completed.
- Any other reasonable task that may be asked of you.
Salary is expected to be in the range of £30k (DOE). If you are interested in applying for this position then please forward your CV to Sam at Artemis Recruitment.
Client Services Administrator (Wealth Management) in Kent employer: Artemis Recruitment Consultants Ltd
Join a dynamic Wealth Management team in Canterbury, where we prioritise employee development and foster a collaborative work culture. Enjoy competitive benefits, including on-site parking and opportunities for professional growth, all while contributing to meaningful client relationships in a supportive environment.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator (Wealth Management) in Kent
✨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 Artemis Recruitment Consultants 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 (Wealth Management) in Kent
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 Artemis Recruitment Consultants 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 Artemis Recruitment Consultants 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 Artemis Recruitment Consultants 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 Artemis Recruitment Consultants 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 Artemis Recruitment Consultants 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 Artemis Recruitment Consultants 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.
