Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client reviews, prepare meeting packs, and provide top-notch administrative support.
- Company: Join a respected Appointed Representative of St. James’s Place Plc in Exeter.
- Benefits: Enjoy a competitive salary, excellent benefits, and a bonus structure.
- Why this job: Be part of a fast-paced team in a successful business with a focus on client service.
- Qualifications: Looking for a professional with strong organizational skills and a passion for client relations.
- Other info: This role is office-based in Exeter, perfect for those who thrive in a collaborative environment.
The predicted salary is between 25000 - 27000 £ per year.
Administrator – Client Services Location: Exeter (in office) Salary: £25,000 – £27,000 pa dependent on experience with excellent benefits and bonus You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional Administrator to work in our central Exeter office. You will be part of a fast-paced team managing the work generated by the four advisers and offering support as required alongside three other members of the support team. This business is well established and highly successful. The role: Administrator – Client Services You will be responsible for managing our annual review process, ensuring that clients are contacted in a timely manner to effectively book them into adviser’s diaries. You will then prepare meeting packs and ensure compliant logging of all meetings to meet with Consumer Duty standards You will be responsible for other elements of client service including managing withdrawals, and organising birthday cards and gifts for clients You will be providing a high level of administrative support while maintaining an excellent level of client service You will be a point of contact for clients and third parties dealing with general enquiries You wil…
Administrator employer: Burgh Recruitment Ltd
Contact Detail:
Burgh Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially the role of an Appointed Representative. Understanding the basics of client services and compliance standards will help you stand out during the interview.
✨Tip Number 2
Highlight your organizational skills and ability to manage multiple tasks efficiently. Be prepared to discuss specific examples from your past experiences where you successfully handled similar responsibilities.
✨Tip Number 3
Demonstrate your communication skills by preparing to engage in role-play scenarios during the interview. This will showcase your ability to handle client inquiries and provide excellent service.
✨Tip Number 4
Research the company culture and values of St. James’s Place Plc. Being able to articulate how your personal values align with theirs can give you a significant edge in the selection process.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and client services. Emphasize any previous roles where you managed processes or supported teams, as this aligns with the responsibilities of the Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that relate to managing client interactions and administrative tasks, and explain how you can contribute to the team.
Highlight Attention to Detail: In your application, provide examples that demonstrate your attention to detail, especially in managing documentation and ensuring compliance. This is crucial for the role, given the emphasis on Consumer Duty standards.
Showcase Teamwork Skills: Since the role involves working closely with advisers and other support team members, include examples of successful teamwork in your application. Highlight how you have effectively collaborated in past positions to achieve common goals.
How to prepare for a job interview at Burgh Recruitment Ltd
✨Understand the Role
Make sure you have a clear understanding of the Administrator role in Client Services. Familiarize yourself with the responsibilities, such as managing the annual review process and preparing meeting packs. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Organizational Skills
Since the role involves managing multiple tasks and supporting advisers, be prepared to discuss your organizational skills. Share specific examples from your past experiences where you successfully managed competing priorities or improved efficiency in a team setting.
✨Highlight Your Client Service Experience
Client service is key in this role. Be ready to talk about your previous experiences in providing excellent client support. Discuss how you handled inquiries, resolved issues, and maintained strong relationships with clients to showcase your ability to excel in this area.
✨Prepare Questions for the Interviewers
Having thoughtful questions prepared shows your interest in the position and the company. Ask about the team dynamics, the company's approach to client service, or opportunities for professional development. This will also help you assess if the company is the right fit for you.
