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- Tasks: Support financial advisors and manage client communications in a dynamic team.
- Company: A growing financial services firm focused on expert planning advice.
- Benefits: Up to £31,000 salary, bonuses, and ongoing training opportunities.
- Why this job: Join a vibrant team and develop your skills in a supportive environment.
- Qualifications: Experience in administration within financial services and excellent IT skills.
- Other info: Flexible role with mentorship and career growth potential.
The predicted salary is between 26000 - 36000 £ per year.
Full Time & Permanent OFFICE BASED Trowbridge Up to £31,000 + Bonuses + Benefits
Have you gained good administration experience within a Financial Services environment? Perhaps you have provided administration support to IFAs? Interested in joining a growing firm that likes to develop their staff?
Our client is a growing financial services practice that specialises in giving expert financial planning advice to Business Owners and Private Clients. They now seek a dedicated, full time Administrator to join their friendly, busy and vibrant Service Team. They are an established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing 'value adding' projects alongside their everyday responsibilities.
Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.
Day to day responsibilities include:
- Communicating with policy providers
- Submitting new business
- Facilitating the annual review process
The successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice.
Candidate Specification:
- Has worked/working for an IFA
- Part of a technical team within a financial services company
- Administration role within pensions / investments / insurance
- Excellent IT skills in MS Word & Excel
- Professional telephone manner and superb customer service skills
Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.
Client Services Administrator employer: CMD Recruitment
Contact Detail:
CMD Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they support staff development. This will help you tailor your responses and show that you're genuinely interested in being part of their vibrant team.
✨Tip Number 3
Practice your communication skills! As a Client Services Administrator, you'll need to demonstrate excellent interpersonal abilities. Role-play common interview questions with a friend to boost your confidence and refine your answers.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our growing firm and ready to contribute to our ambitious goals.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Administrator role. Highlight your administration experience in financial services and any relevant support you've provided to IFAs. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in joining our growing firm and how you can contribute to our vibrant Service Team. Be genuine and let your personality come through!
Showcase Your IT Skills: Since excellent IT skills in MS Word and Excel are key for this role, make sure to mention any specific projects or tasks where you've used these tools effectively. We love seeing how tech-savvy you are!
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’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at CMD Recruitment
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services, especially if you've worked with IFAs before. Be ready to discuss your previous experience and how it relates to the role. This shows you're not just a good administrator but also understand the industry.
✨Show Off Your Organisation Skills
Since the role involves a lot of administration, be prepared to give examples of how you've successfully managed multiple tasks in the past. Use specific scenarios where your organisational skills made a difference, especially in a busy environment.
✨Demonstrate Your Interpersonal Skills
This job requires excellent communication, so think about times when you've had to deal with clients or colleagues effectively. Share stories that highlight your professional telephone manner and customer service skills, as these will be crucial in this role.
✨Be Ready to Adapt
The company values flexibility and adaptability, so come prepared to discuss how you've handled changes in your previous roles. Think of examples where you took on new responsibilities or adapted to new processes, showing that you're a team player who can grow with the company.
