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- Tasks: Manage client onboarding, support advisers, and handle client interactions.
- Company: Reputable financial planning firm with a people-focused culture.
- Benefits: Salary up to £30,000, performance bonus, and exam support.
- Why this job: Make a genuine impact in client relationships and grow your career.
- Qualifications: Experience in Financial Services and strong communication skills.
- Other info: Join a supportive team and gain exposure to the advice process.
The predicted salary is between 30000 - 30000 £ per year.
We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centered Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys being at the heart of client interaction, and wants to build a long-term career within financial planning.
You’ll work side-by-side with advisers, paraplanners and the wider client services team, becoming an integral part of live client meetings and the advice process.
Compensation- Salary up to £30,000
- Company performance bonus
- Exam support and funding for those who want to progress
- Excellent long-term development and exposure to every part of the advice process
- Managing client onboarding, LOAs and new business processing
- Handling investment trades, withdrawals and fund instructions
- Preparing documentation, booking meetings and managing adviser diaries
- Maintaining accurate client and provider records
- Working closely with paraplanners and planners to support all client activity
- Meeting and greeting clients, attending meetings and taking notes
- General office administration including telephone management and filing
- Experience within Financial Services, ideally Financial Planning
- Strong administration, organisation and communication skills
- Comfortable engaging with clients face-to-face
- Confident with IT systems and able to pick up processes quickly
- Positive attitude, strong attention to detail, and proactive approach
- Willingness to attend client meetings and be a key part of the advice journey
If you’re looking for a role where you can make a genuine impact, work closely with clients, and grow within a supportive, friendly team, we’d love to hear from you.
Client Services Administrator in Exeter employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator in Exeter
✨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 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 interaction and administration. We recommend role-playing with a friend or using online resources to get comfortable with your responses. Confidence is key!
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss specific examples of how you've excelled in client-facing roles. This will help you stand out as a candidate who truly understands the importance of client relationships.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s land that job together!
We think you need these skills to ace Client Services Administrator in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Services Administrator. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for client interaction and your proactive approach. Let us know why you’re excited about this opportunity and how you can contribute to our close-knit team.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your strong communication skills. Keep it clear, concise, and professional – we love a good communicator!
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. Plus, it’s super easy!
How to prepare for a job interview at Eden Rose
✨Know Your Client Services Inside Out
Before the interview, make sure you understand the key responsibilities of a Client Services Administrator. Familiarise yourself with client onboarding processes, investment trades, and how to maintain accurate records. This knowledge will help you demonstrate your expertise and show that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to discuss your communication style. Think of examples where you've successfully engaged with clients or resolved issues. Practising these scenarios can help you articulate your experience clearly during the interview.
✨Demonstrate Your Team Spirit
This position is all about collaboration with advisers and paraplanners. Be ready to share examples of how you've worked effectively in a team before. Highlighting your ability to support others and contribute to a positive team environment will resonate well with the interviewers.
✨Prepare Questions That Matter
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.