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- Tasks: Support IFAs by managing client communications and processing new business.
- Company: Dynamic recruitment firm focused on financial services in Trowbridge.
- Benefits: Comprehensive training programme and opportunities for skill development.
- Why this job: Join a supportive team and grow your career in financial services.
- Qualifications: Experience in administration within financial services is essential.
- Other info: Enjoy a vibrant work environment with room for personal growth.
The predicted salary is between 30000 - 42000 £ per year.
A recruitment firm is seeking a Client Services Administrator for a full-time, office-based role in Trowbridge. The successful candidate must have experience in administration within financial services, specifically providing support to IFAs.
Responsibilities include:
- Communication with policy providers
- Submitting new business
- Facilitating the annual review process
The firm offers a training program and encourages skill development, ensuring a dynamic and adaptable work environment.
Financial Services Administrator — Client & Policy Support employer: CMD Recruitment
Contact Detail:
CMD Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator — Client & Policy Support
✨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 those interviews by brushing up on your knowledge of financial products and policies. We want you to be able to chat confidently about how you can support IFAs and handle client queries. Practice common interview questions and think about how your experience aligns with the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it’s a great way to show your interest in the company and make sure your application gets seen by the right people.
We think you need these skills to ace Financial Services Administrator — Client & Policy Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how you've supported IFAs and handled communication with policy providers, so don’t hold back on those details!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Services Administrator role. Share specific examples of your past experiences that relate to the responsibilities mentioned in the job description.
Showcase Your Communication Skills: Since this role involves a lot of communication, make sure to demonstrate your strong communication skills in your application. Whether it's through your writing style or by mentioning relevant experiences, we want to see that you can effectively liaise with policy providers and clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at CMD Recruitment
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of financial services, especially how they relate to IFAs. Familiarise yourself with common terms and processes like submitting new business and the annual review process. This will show that you're not just a candidate, but someone who understands the industry.
✨Prepare for Scenario-Based Questions
Expect questions that ask how you would handle specific situations, such as dealing with a difficult policy provider or managing multiple client requests. Think of examples from your past experience where you've successfully navigated similar challenges. This will demonstrate your problem-solving skills and adaptability.
✨Showcase Your Communication Skills
Since the role involves a lot of communication with policy providers and clients, be ready to highlight your communication skills. Prepare to discuss how you ensure clarity and professionalism in your interactions. You might even want to practice explaining complex concepts in simple terms.
✨Express Your Willingness to Learn
The firm values skill development, so make sure to express your enthusiasm for ongoing training and learning opportunities. Share examples of how you've previously taken initiative to improve your skills or adapt to new challenges. This will align you with their dynamic work environment.
