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- Tasks: Be the go-to person for client inquiries and manage their review meetings.
- Company: Join Capital Planning Partners, a respected Senior Partner Practice of St. James's Place Plc.
- Benefits: Enjoy flexible hours, professional development opportunities, and a supportive team environment.
- Why this job: This role offers a chance to grow in Financial Services while working with a dedicated team.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn!
- Other info: Part-time or full-time options available, with 25-35 hours preferred.
The predicted salary is between 22000 - 24000 £ per year.
Client Services Administrator Location: Whiteley (PO15) Salary: £22,000 £24,000 (pro-rata for Part-time) Hours: Part Time or Full Time Office based Are you an enthusiastic Client Services Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office? Working as part of the team at Capital Planning Partners who are a Senior Partner Practice of St. Jamess Place Plc. This is an exciting opportunity to join a proactive and professional team at a highly respected Senior Partner Practice of St. Jamess Place Plc. The Practice offers an environment where the whole team work together to deliver an unrivalled level of service to their clients. The opportunity to develop further and study for professional qualifications is available and applications are welcomed from candidates who are keen to pursue a career in Financial Services Willing to be flexible on hours for the right applicant but between 25-35 hours a week preferred. The Role: Client Services Administrator You will be a point of contact for clients dealing with general enquiries You will be responsible for ensuring our clients have a review meeting booked at least once a year. Your role will involve day-to-day use of the Practices CRM database You will keep the back-office system updated maintaining live files and case n…
Client Services Administrator employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially wealth management. Understanding the basics will help you engage in meaningful conversations during the interview and demonstrate your enthusiasm for the role.
✨Tip Number 2
Highlight your customer service skills and any experience you have in client-facing roles. Be prepared to share specific examples of how you've successfully managed client relationships or resolved issues in the past.
✨Tip Number 3
Show your willingness to learn and grow within the company. Mention any interest in pursuing professional qualifications related to financial services, as this aligns with the company's commitment to employee development.
✨Tip Number 4
Be ready to discuss your organizational skills and experience with CRM systems. Since you'll be maintaining live files and case notes, demonstrating your proficiency in these areas will set you apart from other candidates.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Client Services Administrator position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in client services or administrative roles, especially within financial services. Use specific examples to demonstrate your skills and achievements.
Show Enthusiasm for the Industry: Express your interest in pursuing a career in Financial Services. Mention any relevant qualifications or courses you are willing to undertake, as well as your eagerness to contribute to the team at Capital Planning Partners.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Enthusiasm
Make sure to express your enthusiasm for the role and the company during the interview. Highlight why you are excited about working in a Financial Services and Wealth Management environment, and how you can contribute to the team's success.
✨Demonstrate Your Client Interaction Skills
Prepare examples of how you've successfully handled client inquiries in the past. This will showcase your ability to be a point of contact for clients and ensure they feel valued and supported.
✨Familiarize Yourself with CRM Systems
Since the role involves day-to-day use of a CRM database, it’s beneficial to familiarize yourself with common CRM systems. Be ready to discuss any experience you have with these tools and how you can quickly adapt to new software.
✨Discuss Your Flexibility
The job mentions flexibility in hours, so be prepared to discuss your availability and willingness to adapt your schedule. This shows that you are committed to finding a solution that works for both you and the company.
