At a Glance
- Tasks: Support a dynamic team with essential administrative duties and client service.
- Company: Join a results-driven financial planning firm with a high-performing culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for growth in a collaborative and adaptable team.
- Why this job: Make a real impact by enhancing client experiences in a fast-paced setting.
- Qualifications: Strong admin skills, ideally in financial services, and excellent communication abilities.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
Our client, a results-driven financial planning firm, are offering the position of Client Services Administrator to join their high-performing team.
They are seeking someone who is naturally organised, professional, and eager to contribute to their continued success. If you thrive in a fast-paced environment and love supporting others to deliver outstanding client service, we want to hear from you.
The Role
You will play a vital role in supporting the day-to-day operations of the team through a range of administrative responsibilities, including but not limited to:
- General office administrative duties
- Supporting Client Services team members
- Opening, scanning, and distributing post
- Preparing meeting rooms for client appointments
- Updating and maintaining client and product records using a bespoke database
- Preparing meeting packs and documentation
- Administering new and existing client pensions, investments, and risk products
- Following workflows and internal processes
- Liaising with product providers and strategic partners
- Gathering documentation and data for client meetings
- Supporting ad hoc project work
Key Skills & Experience
We’re looking for someone with the following attributes:
- Strong administrative background, ideally in financial services
- Confident communicator (verbal and written), comfortable dealing with all levels of stakeholders
- Exceptional attention to detail and a "right first time" mindset
- Able to prioritise, meet deadlines, and manage your workload effectively
- Positive, professional, and proactive with a can-do attitude
- A collaborative team player who can also work independently
- Resilient, adaptable, and capable of solving problems effectively
- Proficient in Microsoft Office applications (Word, Excel, Outlook, etc.)
Requirements
- Minimum 4 years’ experience in a similar administrative role
- Proven experience in a financial services environment
If your application is successful, you will be contact shortly.
The job title and description in this advertisement may differ from the client's official job description/contract .We appreciate your interest in this role. E-Personnel Recruitment aims to acknowledge all applications, but due to the high volume of CVs we receive, this may not always be feasible.
You can apply with the utmost confidence to E-Personnel Recruitment directly, experts in both Permanent and Temporary Recruitment, and a proud member of the Recruitment & Employment Confederation (REC), the professional body for the recruitment industry.
Clients Services Administrator in Leatherhead employer: E Personnel Recruitment
Join a dynamic financial planning firm that values its employees and fosters a collaborative work culture. As a Client Services Administrator, you will benefit from a supportive environment that encourages professional growth and development, while also enjoying the perks of working in a fast-paced setting where your contributions directly impact client satisfaction. With a focus on teamwork and excellence, this role offers a unique opportunity to thrive in a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land Clients Services Administrator in Leatherhead
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like E Personnel Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Clients Services Administrator in Leatherhead
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to E Personnel Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on E Personnel Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at E Personnel Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with E Personnel Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at E Personnel Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former E Personnel Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
