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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 that adapts to your growth.
The predicted salary is between 28800 - 43200 £ 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 in London 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 in London
✨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! Research common questions for financial services roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.
✨Tip Number 3
Show off your skills! If you've got experience with specific software or tools used in financial services, make sure to highlight that during your conversations. It’s all about demonstrating how you can hit the ground running in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that perfect job, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace Financial Services Administrator — Client & Policy Support in London
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 the role involves a lot of communication, make sure your application reflects your strong communication skills. Whether it's through clear writing or demonstrating your ability to facilitate processes, we want to see that you can connect effectively with clients and providers.
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 shows us you’re keen and ready to join our dynamic 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, so you can speak confidently about them during the interview.
✨Showcase Your Communication Skills
Since the role involves communication with policy providers, be prepared to discuss your experience in this area. Think of specific examples where you've successfully communicated complex information or resolved issues, as this will demonstrate your ability to thrive in a client-focused environment.
✨Highlight Your Administrative Experience
Be ready to talk about your previous administrative roles, particularly those within financial services. Prepare to share how you've managed tasks efficiently, supported teams, and contributed to a smooth workflow, as these are key aspects of the job.
✨Embrace the Learning Opportunity
The firm offers a training programme, so express your enthusiasm for skill development. Share examples of how you've embraced learning in the past, whether through formal training or self-directed study, to show that you're adaptable and eager to grow in your career.
