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- Tasks: Support Financial Planners and manage client records in a dynamic financial services team.
- Company: Join a leading wealth management company with a focus on client satisfaction.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Why this job: Be the first point of contact for clients and make a real difference in their financial journey.
- Qualifications: Strong organisational skills and previous client services experience preferred.
- Other info: Opportunity to grow within a collaborative team and enhance your professional network.
The predicted salary is between 28800 - 43200 £ per year.
Contract Personnel are recruiting for a Client Services Support Administrator to join a financial services team with a wealth management company, based at their Ipswich operation. This role involves providing administrative support to Financial Planners, managing client records, and ensuring smooth communication with clients, team members, and platform providers.
Key Responsibilities:
- Provide day-to-day admin support to Financial Planners, including setting up policies, Trusts, and processing client changes.
- Act as the first point of contact for clients and address their queries.
- Maintain accurate client records in the CRM system.
- Work with Paraplanners and Technical Support to prepare client reports.
- Assist with business meetings and ad-hoc tasks as needed.
Skills & Experience:
- Strong organisational and time management skills.
- Excellent communication skills (both written and verbal).
- Previous experience in client services, preferably in a financial setting.
- Proficient in Microsoft Office; knowledge of Intelliflo Office is a plus.
- Ability to work both independently and as part of a team.
Client Services Support Administrator employer: Contract Personnel Limited
Contact Detail:
Contract Personnel Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Support 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 Support 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 brushing up on your knowledge of client services and financial planning. Familiarise yourself with common questions and practice your responses. We want you to shine when discussing how you can support Financial Planners and manage client records effectively!
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects simultaneously. Highlight your time management abilities and how they can benefit the team at the wealth management company.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are ready to make a difference in client services.
We think you need these skills to ace Client Services Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Support Administrator role. Highlight your experience in client services and any relevant skills, like your proficiency in Microsoft Office. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your organisational skills and how you've successfully managed client records in the past. Let us know what excites you about working with us!
Show Off Your Communication Skills: Since communication is key in this role, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional. We want to see that you can convey information effectively, just like you would with clients!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Contract Personnel Limited
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Services Support Administrator. Familiarise yourself with tasks like managing client records and supporting Financial Planners. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Show Off Your Communication Skills
Since excellent communication is key for this position, prepare examples of how you've effectively communicated with clients or team members in the past. Think about times when you resolved queries or facilitated smooth communication, as these stories will highlight your suitability for the role.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your time and stay organised, especially when juggling multiple tasks. You might want to share specific tools or methods you use to keep track of client records and ensure nothing falls through the cracks.
✨Brush Up on Relevant Software
If you have experience with Microsoft Office, be prepared to talk about it. If you know Intelliflo Office, even better! If not, consider doing a bit of research or a quick tutorial to familiarise yourself with it, as this could give you an edge during the interview.