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For Companies At a Glance
- Tasks: Provide exceptional client support and maintain strong relationships in a dynamic financial planning environment.
- Company: Join an award-winning financial planning practice with a supportive culture.
- Benefits: Enjoy competitive salary, generous leave, and flexible work arrangements.
- Why this job: Kickstart your career in finance with growth opportunities and a positive work culture.
- Qualifications: Experience in client services and strong communication skills are essential.
- Other info: Be part of a team that values your contributions and supports your professional development.
The predicted salary is between 36000 - 60000 £ per year.
Are you an ambitious, client-focused professional in client services? If you’re looking to grow within the financial planning industry and receive support on your journey, this opportunity with a well-respected, international financial planning practice is the perfect next step.
Why This Role Stands Out
- Award-Winning Employer: As the winner of the 2024 Employer of the Year (IFA Awards), you’ll be joining a practice that truly values its team and fosters a positive, collaborative work culture.
- Career Progression Opportunity: In time this role offers a unique chance to progress into a Paraplanner or Associate role, with full support and study assistance towards becoming a Financial Adviser.
- Generous Leave Entitlement: Receive the Christmas closure period off in addition to your 4 weeks of annual leave. You’ll also receive an additional day of leave for each year of service (up to 5 years), and your birthday off.
- Competitive Salary & Bonus: Receive a generous annual salary with performance-based bonus incentives to reward your hard work.
- Flexible Work Arrangements: Benefit from flexibility with regards to work arrangements and schedule, ensuring a healthy work-life balance.
About the Role
As a Client Services Administrator, you’ll be a vital part of our administration team, providing exceptional client support to ensure smooth operations across the business. You will be the first point of contact for our clients, building and maintaining strong, positive relationships. Support the adviser team to ensure efficient service delivery. You’ll have the opportunity to learn and develop in a high-quality, financial planning practice with a strong reputation for tailored financial advice.
Key Responsibilities
- Serve as the main point of contact for clients, building and maintaining strong relationships.
- Support advisers by understanding and implementing the financial advice presented to clients.
- Assist with preparing and processing client documentation and maintaining accurate records.
- Provide general administrative support, including mail sorting and scanning, greeting clients and managing and updating client databases.
About You
We’re looking for someone who is detail-oriented, organized, and enthusiastic about client services. The ideal candidate will have:
- A demonstrated track record of client services experience within the financial services industry.
- Strong background in superannuation, investments, or insurance.
- Excellent communication skills (verbal and written) and the ability to build rapport with clients.
- A keen eye for detail and accuracy, and the ability to manage multiple tasks efficiently.
- Experience with financial planning software XPlan (highly advantageous).
- Proficiency in Microsoft Excel, Word, and Office 365.
Why Join The Team?
- Award-Winning Practice: Be part of a high-quality, self-licensed financial planning practice that’s been building an excellent reputation in the local community for over 15 years.
- Collaborative & Supportive Culture: We pride ourselves on creating an open, supportive environment where every team member can contribute ideas, grow their skills, and feel valued.
- Work-Life Balance: We believe in offering flexibility to help our team manage both their personal and professional lives.
If you’re looking to build your career in a thriving financial planning practice that values its people and supports your professional growth, we want to hear from you!
Express Your Interest
Take the next step towards a rewarding career with a team that truly walks the walk. To apply in confidence, email Ben Stokes or click the ‘Apply Now’ button below.
About Boston Stanley
Boston Stanley are executive search specialists working within the Financial Planning sector. We provide comprehensive talent acquisition for market leading companies.
Application Questions
Your application will include the following questions:
- Which of the following statements best describes your right to work in Australia?
- How many years' experience do you have as a client services officer?
- How many years' experience do you have in the financial services industry?
To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage.
Client Services Officer (Financial Planning) - Best Culture In The Industry in Stirling employer: Boston Stanley Recruitment Services
Contact Detail:
Boston Stanley Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Officer (Financial Planning) - Best Culture In The Industry in Stirling
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the hunt for a Client Services Officer role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company culture and values, especially since this role is all about client services. Be ready to share examples of how you've built strong client relationships in the past.
✨Tip Number 3
Show off your skills! If you’ve got experience with financial planning software like XPlan, make sure to highlight that during your conversations. It’s a great way to stand out from the crowd and show you’re ready to hit the ground running.
✨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 serious about joining a top-notch team in the financial planning sector.
We think you need these skills to ace Client Services Officer (Financial Planning) - Best Culture In The Industry in Stirling
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Services Officer role. Highlight your experience in client services and any relevant skills that match the job description. We want to see how you fit into our award-winning culture!
Showcase Your Communication Skills: Since this role is all about building relationships, don’t forget to demonstrate your excellent communication skills in your application. Use clear and concise language, and maybe even share a brief example of how you've successfully interacted with clients in the past.
Be Detail-Oriented: Attention to detail is key in this role! Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their information accurately and professionally.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re keen on joining our fantastic team!
How to prepare for a job interview at Boston Stanley Recruitment Services
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial planning and client services. Familiarise yourself with key concepts like superannuation, investments, and insurance. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Client Services Officer, excellent communication is key. During the interview, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to demonstrate how you've built strong relationships with clients and supported advisers effectively.
✨Highlight Your Attention to Detail
This role requires a keen eye for detail, so be prepared to discuss how you've managed multiple tasks while maintaining accuracy. Bring up specific instances where your attention to detail made a difference in your previous roles, especially in client documentation or record-keeping.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, opportunities for career progression, or how they support professional development. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
