At a Glance
- Tasks: Support Wealth Managers by managing client relationships and administrative tasks.
- Company: Join a dynamic financial services firm focused on client care.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for growth in a collaborative and professional setting.
- Why this job: Be the backbone of client service and make a real difference in people's financial journeys.
- Qualifications: Previous admin experience, strong organisational skills, and a client-focused mindset.
The predicted salary is between 28000 - 35000 £ per year.
We are looking for a Client Service Co‑ordinator to support Wealth Managers in delivering a high standard of client care. This role is central to the smooth running of the Practice and focuses on administration, organisation, and building strong long‑term client relationships.
Key Responsibilities
- Act as first point of contact for client calls and enquiries
- Manage diaries and coordinate client review meetings
- Prepare client review and meeting packs
- Complete pre‑ and post‑meeting administration and update the CRM system
- Maintain accurate client records and workflow tracking
- Provide administrative support including submissions, withdrawals, switches, and ongoing reviews
- Prepare and issue client correspondence and reports
- Liaise with administration centres and third‑party providers
- Meet and greet clients and provide general office support
Skills & Experience
- Previous administrative or office support experience
- Financial services experience
- Strong organisational and communication skills
- High attention to detail and ability to manage multiple tasks
- Confident IT skills (Outlook, Word, Excel; CRM systems desirable)
- Professional, proactive, and client‑focused approach
What We’re Looking For
- Excellent client care skills
- Reliable, organised, and adaptable
- Strong team player with a positive attitude
- Commitment to confidentiality and continuous learning
£28,000 - £35,000 DOE
Financial Planning Administrator in Fareham employer: Dynamite Recruitment Solutions Ltd
As a Financial Planning Administrator, you will thrive in a supportive and dynamic work environment that prioritises client care and professional development. Our company fosters a culture of collaboration and continuous learning, offering competitive salaries and opportunities for growth within the financial services sector. Located in a vibrant area, we provide a unique chance to build lasting relationships with clients while enjoying a fulfilling career.
Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Fareham
✨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 Financial Planning 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 practising common questions related to client care and administration. We recommend role-playing with a friend or using online resources to get comfortable with articulating your skills and experiences.
✨Tip Number 3
Show off your organisational skills! When you get the chance to meet potential employers, bring along a well-organised portfolio that highlights your previous administrative work and any relevant financial services experience. It’ll make a great impression!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way.
We think you need these skills to ace Financial Planning Administrator in Fareham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous administrative roles and any financial services experience you have. We want to see how you can bring your unique strengths 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 the Financial Planning Administrator role. Share specific examples of how you've provided excellent client care and managed multiple tasks effectively.
Show Off Your Organisational Skills:Since this role requires strong organisational abilities, consider including examples of how you've successfully managed diaries or coordinated meetings in the past. We love seeing how you keep things running smoothly!
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 your enthusiasm for joining our team!
How to prepare for a job interview at Dynamite Recruitment Solutions Ltd
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Financial Planning Administrator. Familiarise yourself with client care standards and the importance of administration in supporting Wealth Managers. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Organisational Skills
Be prepared to discuss specific examples of how you've managed multiple tasks or organised events in previous roles. Highlight your ability to coordinate meetings and maintain accurate records, as these are crucial for the position. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Demonstrate Client Care Excellence
Since this role is all about client relationships, think of instances where you've gone above and beyond for clients or colleagues. Share stories that showcase your proactive approach and strong communication skills. This will illustrate your commitment to providing high-quality client service.
✨Brush Up on Your IT Skills
Make sure you're comfortable with the software mentioned in the job description, like Outlook, Word, Excel, and any CRM systems. If you have experience with these tools, be ready to discuss how you've used them effectively in past roles. If not, consider doing a quick online tutorial to boost your confidence.
