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For Companies At a Glance
- Tasks: Support clients and financial planners with seamless administration throughout the client lifecycle.
- Company: Join a growing financial planning business focused on exceptional client experiences.
- Benefits: Full-time role with opportunities for career development in financial services.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Detail-oriented, strong communicator, and proficient in iO and Excel.
- Other info: Collaborative team environment with potential for growth and leadership opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Location: Alton
Contract Type: Full-time
Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We’re recruiting a Client Services Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.
About the Role
As a Client Services Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you’ll be a critical part of ensuring clients receive a seamless, positive experience. This is an excellent opportunity for someone looking to build or develop a career within financial services administration.
Key Responsibilities
- Onboard, update and maintain accurate, compliant client records across internal systems
- Prepare documentation and information for client meetings
- Monitor new and existing client transactions, ensuring timely and accurate completion
- Process new business efficiently and effectively
- Translate financial documentation for clients where required
- Produce high-quality letters, emails, and financial paperwork with excellent attention to detail
- Handle queries and calls in line with company standards, escalating where appropriate
- Prioritise workloads to meet deadlines and agreed service levels
- Resolve income reconciliation, finance, or tax-related queries
- Ensure all work adheres to company policies, procedures, and compliance standards
- Embed a client-first culture throughout every interaction
In Senior positions, responsibilities may also include:
- Managing more complex cases and supporting the development of junior team members
- Contributing to departmental projects and process improvements
- Assisting the Client Services Manager in overseeing workloads and resolving procedural matters
- Supporting with complaint identification and investigation
- Taking responsibility for local health & safety and facilities requirements
- Deputising for the Client Services Manager when required
Key Relationships
You will work closely with:
- Client Services team
- Financial Planning team
- Paraplanners
- Central Services functions
Skills & Experience
Essential:
- Strong attention to detail and high level of accuracy
- Excellent knowledge of iO and Excel
- Ability to work under pressure and meet deadlines
- Confident communicator, both written and verbal
- Strong team player
Desirable:
- Broad knowledge of the financial services sector
- Understanding of FCA regulations
IFA Administrator - Alton employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Alton
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client services. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've maintained accurate records or handled complex cases in the past. This will demonstrate your fit for the IFA Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator - Alton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your organisational skills and attention to detail, as these are key for delivering that exceptional client experience we’re after.
Showcase Relevant Experience: In your application, don’t forget to showcase any relevant experience you have in financial services administration. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our client-first culture. Keep it concise but impactful!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services sector and FCA regulations. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past experiences where your attention to detail made a difference. Whether it’s catching an error in documentation or ensuring compliance, be ready to share those stories.
✨Practice Your Communication Skills
As a Client Services Administrator, you'll need to communicate effectively with clients and team members. Practise articulating your thoughts clearly and concisely, both verbally and in writing. Consider doing mock interviews to refine your skills.
✨Demonstrate Your Organisational Skills
Be prepared to discuss how you prioritise workloads and manage deadlines. Share specific strategies or tools you use to stay organised, as this will highlight your ability to handle the demands of the role efficiently.
