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- Tasks: Support Wealth Managers by managing client relationships and administrative tasks.
- Company: Dynamic financial services firm focused on client care and teamwork.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for growth in a fast-paced, client-focused setting.
- Why this job: Join a team where your organisational skills make a real difference in client satisfaction.
- Qualifications: Experience in administration and strong communication skills are essential.
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
For more details please apply or contact Tegan at Dynamite Recruitment.
Locations
Financial Planning Administrator in Hampshire, Portsmouth employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Hampshire, Portsmouth
✨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 role. You never know who might have the inside scoop on opportunities that aren't advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your organisational and client care skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It also keeps you fresh in the interviewer's mind as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Planning Administrator role. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Financial Planning Administrator in Hampshire, Portsmouth
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 is all about organisation, make sure to demonstrate your ability to manage diaries and coordinate meetings in your application. We love seeing candidates who can juggle tasks with ease and keep everything 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 don’t miss out on any important updates. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Dynamite Recruitment
✨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
Since this role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or coordinated meetings. Be ready to discuss how you prioritise tasks and maintain accuracy in your work.
✨Demonstrate Client Care Excellence
Think of specific instances where you've provided exceptional client service. Whether it’s resolving an issue or going the extra mile for a client, share these stories during your interview to highlight your commitment to client satisfaction.
✨Be IT Savvy
Brush up on your IT skills, especially with Outlook, Word, Excel, and any CRM systems you’ve used. Be prepared to discuss how you’ve utilised these tools in previous roles to enhance efficiency and support client interactions.