At a Glance
- Tasks: Support onboarding and client services in a tech-driven financial environment.
- Company: Fast-growing financial planning network with a collaborative culture.
- Benefits: Up to £32,000 salary, bonuses, private medical insurance, and clear career progression.
- Other info: Great opportunity for early career professionals interested in finance and technology.
- Why this job: Join a dynamic team and make an impact in financial services operations.
- Qualifications: Experience in operations or client services, strong organisational skills, and tech-savvy.
The predicted salary is between 32000 - 32000 £ per year.
We’re looking for an Implementation Associate to join a fast growing financial planning network and play a key role in onboarding and supporting adviser firms as they transition into a modern, technology driven environment. This is a varied, hands on role where you’ll work closely with internal teams and adviser firms to ensure smooth implementation, operational readiness, and ongoing support during the embedding phase.
- What you’ll be doing:
- Supporting system setup, user access, and provider onboarding
- Coordinating implementation activities and maintaining project trackers
- Assisting with training sessions and onboarding support
- Helping firms navigate systems, processes, and first client cases
- Managing provider communications and resolving setup issues
- Contributing to process improvements, documentation, and automation ideas
- Using AI and technology tools to improve efficiency and delivery
- What we’re looking for:
- Experience in operations, administration, client services, or financial services
- Strong organisational skills with the ability to manage multiple priorities
- Confidence working with systems, spreadsheets, and technology platforms
- Excellent communication skills and attention to detail
- A proactive mindset and willingness to learn
- Interest in AI, automation, and improving processes
- What’s on offer:
- Salary up to £32,000
- Bonus up to 5%
- 10% non-contributory pension
- Private Medical Insurance
- 8x Life Assurance
- Clear career progression opportunities
- Exposure to a growing and innovative financial planning business
This is an excellent opportunity for someone early in their career who wants exposure to implementation, operations, technology, and financial planning within a collaborative and forward thinking environment.
If you’d like to learn more or apply, please get in touch directly.
Locations
Onboarding & Client Support Administrator in Newport, Wales employer: CAP Resourcing LTD
Join a dynamic financial planning network in Bristol, where we prioritise employee growth and innovation. As an Onboarding & Client Support Administrator, you'll benefit from a competitive salary, generous bonuses, and a comprehensive benefits package, all while working in a collaborative environment that embraces technology and encourages professional development. This role offers a unique opportunity to be part of a forward-thinking team dedicated to transforming the financial services landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Onboarding & Client Support Administrator in Newport, Wales
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in operations or client support. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Show off your tech skills! During interviews, highlight your experience with systems and technology platforms. Share specific examples of how you've used these tools to improve processes or support clients.
✨Tip Number 3
Be proactive! If you see a problem or an area for improvement during your research or in conversations, don’t hesitate to suggest solutions. This shows your initiative and willingness to contribute from day one.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and being part of our innovative journey.
We think you need these skills to ace Onboarding & Client Support Administrator in Newport, Wales
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Onboarding & Client Support Administrator role. Highlight your organisational skills, tech-savviness, and any relevant experience in operations or client services.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about this role and how your background makes you a great fit. Be sure to mention your interest in AI and automation, as it aligns with our focus on improving processes.
Show Off Your Communication Skills:Since excellent communication is key for this role, make sure your application is clear and concise. Use straightforward language and structure your thoughts logically to demonstrate your attention to detail.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at CAP Resourcing LTD
✨Know Your Stuff
Before the interview, make sure you understand the role of an Onboarding & Client Support Administrator. Familiarise yourself with financial services operations, and be ready to discuss how your skills align with the responsibilities listed in the job description.
✨Show Off Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple priorities. Use specific situations to demonstrate how you kept everything on track and met deadlines.
✨Tech-Savvy? Prove It!
Be ready to talk about your experience with technology platforms, spreadsheets, and any AI tools you've used. If you have ideas on how to improve processes or enhance efficiency, share them! This shows your proactive mindset and willingness to learn.
✨Communicate Clearly
Excellent communication is key for this role. Practice articulating your thoughts clearly and concisely. During the interview, listen carefully to questions and respond thoughtfully, demonstrating your attention to detail and ability to engage with others.
