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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 your 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 in Ipswich 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 in Ipswich
✨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
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects simultaneously. Highlight your experience with CRM systems and how you ensure accurate client records – this will definitely impress potential employers.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team and ready to contribute to the success of our financial services operation.
We think you need these skills to ace Client Services Support Administrator in Ipswich
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 organisational prowess and communication skills. 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 specific experiences that relate to the responsibilities listed in the job description, and don’t forget to show your enthusiasm for joining our financial services team.
Showcase Your Skills: In your application, be sure to showcase your proficiency in Microsoft Office and any experience with CRM systems. If you have knowledge of Intelliflo Office, definitely mention it! We love seeing candidates who are tech-savvy and ready to hit the ground running.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it’s super easy to do!
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 interactions, as these stories will highlight your suitability for the role.
✨Demonstrate Your 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. This will reassure them that you can handle the demands of the job.
✨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. Showing that you're proactive about learning new software can really set you apart.