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For Companies At a Glance
- Tasks: Manage client journeys and support financial advisers with admin tasks.
- Company: Join an award-winning financial planning firm in Exeter, known for its excellence.
- Benefits: Enjoy 25-30 days holiday, private medical insurance, and birthday off!
- Why this job: Be part of a dynamic team that values client relationships and personal growth.
- Qualifications: 5 years experience in financial planning, strong communication, and IT skills required.
- Other info: Opportunity to mentor junior colleagues as you grow in your role.
The predicted salary is between 21500 - 29500 £ per year.
Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners. This role is permanent, working full time, Monday to Friday, 9-5 at their offices.
Key Responsibilities
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Manage the client journey from initial contact to new business processing
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Support financial advisers and investment teams with administrative tasks
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Liaise with providers via telephone, email, and letter
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Communicate effectively with clients by phone, email, letter, and face-to-face
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Handle client queries where possible and escalate when necessary
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Book appointments and perform general PA duties
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Prepare meeting rooms, greet clients, and offer refreshments
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Organise and prioritise workload to meet deadlines
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Maintain and update the CRM system (Intelligent Office) ensuring compliance
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Help create a pleasant, efficient office environment that promotes client satisfaction
The Ideal Candidate
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Minimum 5 years\’ experience in an independent financial planning firm (preferably from a chartered or small IFA firm)
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Ethical, honest, and compliant with industry standards
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Confident, organised self-starter with excellent time management skills
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Strong attention to detail with an eye for accuracy in all tasks is essential
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Excellent written and verbal communication skills, including letter writing with strong grammar and spelling
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Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office
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A team player who takes direction well, is open to feedback, and willing to ask questions
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Ambitious and passionate about delivering outstanding client service, treating clients like family
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Comfortable working in a fast-paced, high-volume environment
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Willingness to mentor junior colleagues as the role develops
Whats on offer?
- Salary ranges between 25,000 – 35,000/year DOE
- 25 days holiday, rising by one per year until 30 days + Bank holidays.
- Birthday off
- Pension auto-enrolment
- Private medical insurance
- Free on-site parking
Apply now or contact Luke at Brook Street Cardiff for more information.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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Client Servies Administrator employer: Brook Street
Contact Detail:
Brook Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servies Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry, especially the role of Independent Financial Advisers (IFAs). Understanding the nuances of client administration in this sector will help you speak confidently about your experience and how it aligns with the company's needs.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work in client administration roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could strengthen your application.
✨Tip Number 3
Prepare to discuss specific examples from your previous roles that demonstrate your ability to manage client relationships and administrative tasks effectively. Highlighting your experience with CRM systems like Intelligent Office will also set you apart.
✨Tip Number 4
Showcase your organisational skills by preparing a mock schedule or plan for managing multiple client queries and appointments. This practical demonstration can impress during interviews and show your proactive approach to the role.
We think you need these skills to ace Client Servies Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in client administration, particularly within financial planning. Emphasise your 4-5 years of experience and any specific achievements that demonstrate your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of the financial planning industry. Mention your strong communication skills and how you can contribute to creating a pleasant office environment.
Highlight Relevant Skills: In your application, focus on your organisational skills, attention to detail, and proficiency with IT tools like Outlook, Word, and Excel. If you have experience with Intelligent Office, be sure to mention it as it’s specifically noted in the job description.
Showcase Your Team Spirit: Demonstrate your ability to work well in a team and your willingness to mentor junior colleagues. This aligns with the company’s values and shows that you are not only focused on your own success but also on the growth of others in the office.
How to prepare for a job interview at Brook Street
✨Showcase Your Experience
Make sure to highlight your 4-5 years of experience in a busy IFA or Chartered Financial Planning environment. Be prepared to discuss specific examples of how you've managed client journeys and supported financial advisers.
✨Demonstrate Communication Skills
Since the role requires excellent written and verbal communication, practice articulating your thoughts clearly. Bring examples of your letter writing and any client interactions that showcase your ability to communicate effectively.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, be ready to discuss it. If not, do some research on the software and be prepared to explain how you would adapt to using it efficiently in your role.
✨Emphasise Teamwork and Mentorship
The ideal candidate is a team player who is open to feedback and willing to mentor others. Share experiences where you've collaborated with colleagues or helped junior staff, as this will demonstrate your suitability for the role.
