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- Tasks: Provide top-notch support to clients and the team in a dynamic office environment.
- Company: Join a respected financial advisory firm with a fun and positive culture.
- Benefits: Competitive salary, bonus opportunities, and a supportive work environment.
- Other info: Opportunities for growth and a collaborative atmosphere await you!
- Why this job: Make a real impact while developing your skills in a fast-paced team.
- Qualifications: Experience in administration and strong customer service skills are essential.
The predicted salary is between 23500 - 23500 £ per year.
Location: Chorley, Lancashire (PR7)
Salary: £23,500 per annum + bonus - working 5 days per week - full time
Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of an impactful and fast-paced team at a highly respected Appointed Representative of St. James's Place Plc. The company provides high-quality bespoke financial advice and services to individuals, businesses, executives, managers, families, and entrepreneurs. Their vision is to make the world of financial planning as positive, fun and stress-free as possible.
The Rewards:
- Strong, caring, and collaborative working environment
- The chance to develop yourself and extend your skills and experience
- Joining a motivated team that works hard to create a long-term impact and a continuing success of their Practice
- Reward & Recognition Scheme
The company fosters a fun, positive, caring, professional, and innovative environment for both employees and clients and believes in treating everyone as equals so everyone feels heard and respected. A direct result of this is that the whole team shares their skills and knowledge to deliver an unrivalled level of service to their clients.
The Role:
You will be tasked with superb levels of support to clients and the team. You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will manage and collate key data for reports and portfolio reviews, dealing with enquiries and correspondence from clients and providers. Managing the database of clients and diary management for the Partner and Advisers. You will be processing new business and liaising with SJP admin teams. Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast-paced environment.
The Person:
To be considered for this role you will need:
- Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to think on your feet
- Good time management and planning skills with the ability to multi-task
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion
- Demonstrate a positive attitude and high level of care and integrity
- Openness to change with a creative approach to problem solving, focusing on positive solutions
St. James's Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Client Relationship Administrator in Chorley employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Administrator in Chorley
✨Tip Number 1
Get to know the company before your interview! Research their values and culture, especially how they treat clients and employees. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! As a Client Relationship Administrator, you'll need to build rapport with clients. Try role-playing common scenarios with a friend or family member to boost your confidence and refine your approach.
✨Tip Number 3
Show off your organisational skills! Bring examples of how you've managed multiple tasks or projects in the past. This will demonstrate your ability to juggle responsibilities, which is key for this role.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the position. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Relationship Administrator in Chorley
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for the role shine through! We love seeing candidates who are genuinely excited about the opportunity to join our team and contribute to a positive work environment.
Tailor Your CV: Make sure to customise your CV to highlight relevant experience that matches the job description. We want to see how your skills align with what we’re looking for in a Client Relationship Administrator!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your key achievements and experiences are easy to spot. This helps us quickly see why you’d be a great fit!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll receive a confirmation email once you’ve submitted, so you know we’ve got it!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Before the interview, make sure you understand the company’s vision and values. Familiarise yourself with their services and how they aim to make financial planning enjoyable for clients. This will help you demonstrate your enthusiasm and alignment with their goals.
✨Showcase Your Skills
Highlight your administrative experience and customer service skills during the interview. Be ready to share specific examples of how you've built rapport with clients or managed multiple tasks effectively. This will show that you can thrive in a fast-paced environment.
✨Ask Smart Questions
Prepare thoughtful questions about the role and the team dynamics. Inquire about opportunities for development and how success is measured within the practice. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
✨Be Yourself
The company values a positive and caring environment, so let your personality shine through. Show your enthusiasm and openness to change, and don’t hesitate to share your creative problem-solving approach. Authenticity can set you apart from other candidates.