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- Tasks: Support Financial Planners with admin tasks and client relationships.
- Company: Growing Financial Planning business in Plymouth with a supportive culture.
- Benefits: Competitive pension, 26 days holiday, private medical insurance, and work from anywhere policy.
- Other info: Dynamic environment with potential to progress into leadership roles.
- Why this job: Kickstart your career in finance with growth opportunities and diverse tasks.
- Qualifications: Experience in financial services or accountancy; tech-savvy and detail-oriented.
The predicted salary is between 25000 - 32000 £ per year.
You have experience doing financial services admin, or maybe you've worked in an accountancy firm. This is an early careers role with prospects as we're a growing Financial Planning business with a growing client base in Plymouth. You will support our Financial Planners with administrative needs. You might be happy doing this role, or you might have ambitions in 2 years to become a Team Leader, or a Paraplanner. We have a track record of supporting people from this position into their career paths.
Accountabilities
- This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high-quality financial planning. The role organises into two distinct objectives:
Client Administration
- Ensure all client reviews have a corresponding suitability report and are sent to the client. Any reviews which are viewed as outstanding will need to be chased and escalated when required.
- Process new business, applications, and provider paperwork accurately and on time.
- Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner.
- Maintain our CRM (Client Centre) and ensure data is up to date and compliant.
- All client files should be regularly maintained and updated.
Financial Planner enablement
- Assist Financial Planners with the scheduling of annual reviews and preparation for meetings.
- Assist Financial Planners managing and building their client banks, ensuring all clients are correctly segmented, client data is kept up to date with any changes, and a good level of service is consistently provided to the client.
- Maintain strong relationships with both the Financial Planners and their clients.
- Ensuring that all post-meeting requirements are actioned promptly within agreed SLA’s.
Skills and Experience
- Tech savvy, able to work on cloud based systems, has used AI to support finding answers.
- High attention to detail and accuracy.
- Confident written and verbal skills, confident to communicate directly with clients on customer service queries.
- A desire to excel at what you do.
- An interest in financial products (e.g. pensions, ISAs, investments).
- A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career.
- Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly.
- Experience in financial services or accountancy is desirable.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
- Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Client Advisor Support Administrator in Plymouth employer: Atomos
Contact Detail:
Atomos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor Support Administrator in Plymouth
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in roles similar to the Client Advisor Support Administrator. Use LinkedIn to connect and engage with them; you never know who might have a lead on a job or can offer valuable advice.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your career ambitions. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and Financial Planners, being articulate and confident is key. Try mock interviews with friends or family to get comfortable discussing your experiences and how they relate to the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really keen on joining our growing team in Plymouth.
We think you need these skills to ace Client Advisor Support Administrator in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Advisor Support Administrator role. Highlight any relevant experience in financial services admin or accountancy, and don’t forget to showcase your tech-savviness and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your skills align with our needs. Mention your ambitions for growth within the company – we love to see that drive!
Show Off Your Communication Skills: Since this role involves direct communication with clients, make sure your written application reflects your confident communication style. Keep it clear, concise, and professional, but let your personality shine through!
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’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Atomos
✨Know Your Financial Stuff
Brush up on your knowledge of financial products like pensions, ISAs, and investments. Being able to discuss these topics confidently will show that you're genuinely interested in the role and the industry.
✨Show Off Your Tech Skills
Since the role requires being tech-savvy, be prepared to talk about your experience with cloud-based systems and any AI tools you've used. Maybe even mention how you’ve leveraged technology to improve efficiency in previous roles.
✨Demonstrate Attention to Detail
This position demands high accuracy, so come ready with examples of how you've maintained meticulous records or managed complex tasks in past jobs. Highlighting your organisational skills will set you apart.
✨Build Rapport with Your Interviewer
Remember, this role is all about client relationships. Practice your communication skills and be friendly during the interview. Show that you can connect with people, as this will be crucial when working with Financial Planners and clients.