At a Glance
- Tasks: Support clients and operations in a dynamic financial planning environment.
- Company: A growing international financial planning business with a focus on expat services.
- Benefits: Gain valuable experience in finance, with opportunities for growth and development.
- Other info: Fast-paced environment with a focus on teamwork and client satisfaction.
- Why this job: Be part of a team that makes a real difference in clients' financial lives.
- Qualifications: Strong organisational skills and experience in financial services or planning.
The predicted salary is between 30000 - 40000 £ per year.
Our client is a growing niche international Financial Planning business specialising in Expat International Planning, Wealth & Investments and Pensions & Estate Planning.
This key new role will support across the business and reduce key-person dependencies across operational areas. They will provide administrative, operation and client support to ensure the efficient delivery of services to clients and the investment team.
The Successful Applicant:
- Strong organisational and administrative skills.
- High attention to detail and accuracy.
- Good communication skills and confident speaking with clients.
- Able to manage multiple tasks and priorities.
- Comfortable working with CRM systems and financial platforms.
- Experience in financial service, wealth management or financial planning.
Key Responsibilities:
- Client Administration
- Submit new business applications and maintain accurate client records.
- Upload/manage client documentation within internal systems and platforms.
- Maintain CRM systems ensuring all information is accurate and up to date.
- Assist with preparing documentation for client meetings.
- Investment Operations support
- Assist the investment team with operational tasks including:
- Processing fund withdrawals.
- Supporting fund switches and portfolio changes.
- Handling bulk or mass transactions where required.
- Ensure investment instructions are processed accurately and efficiently.
- Compliance Business Support
- Provide administrative support to compliance activities.
- Assist with maintaining regulatory documentation and records.
- Support the business with operational processes and procedures as required.
Client & Operations Specialist in Bristol employer: Cornish-Vaughan Associates
As a Client & Operations Specialist at our dynamic international Financial Planning business, you will thrive in a supportive and collaborative work culture that values your contributions. We offer competitive benefits, opportunities for professional growth, and a chance to work with a diverse team dedicated to delivering exceptional service to clients. Located in a vibrant area, our company fosters an environment where innovation and teamwork are encouraged, making it an excellent place for meaningful and rewarding employment.
Contact Details:
Cornish-Vaughan Associates Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client & Operations Specialist in Bristol
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work with expats. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to client administration and investment operations. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed multiple tasks or improved processes in previous roles. This will demonstrate your ability to handle the responsibilities of a Client & Operations Specialist.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client & Operations Specialist in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client & Operations Specialist role. Highlight your organisational skills and any experience you have in financial services, as this will show us you're a great fit for the position.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your skills align with our needs. Be sure to mention your attention to detail and communication skills, as these are key for us.
Showcase Relevant Experience:When filling out your application, don’t forget to showcase any relevant experience you have with CRM systems or financial platforms. We want to see how you can hit the ground running in supporting our investment team!
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Cornish-Vaughan Associates
✨Know Your Stuff
Make sure you understand the basics of financial planning, especially in areas like wealth management and pensions. Brush up on relevant terminology and processes, so you can confidently discuss how your skills align with the role.
✨Show Off Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to explain how you prioritised and kept everything on track.
✨Practice Your Communication
Good communication is key, especially when dealing with clients. Practise articulating your thoughts clearly and confidently. You might even want to role-play common client scenarios to showcase your ability to handle conversations effectively.
✨Familiarise Yourself with CRM Systems
Since you'll be working with CRM systems, it’s a good idea to familiarise yourself with popular platforms used in the industry. If you have experience with any specific systems, be prepared to discuss how you used them to improve efficiency or client relations.
