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- Tasks: Join a team to support high-net-worth clients with quality administration.
- Company: Be part of a respected Financial Services business in Sheffield that values its employees.
- Benefits: Enjoy 25 days' holiday, pension, income protection, and flexible benefits.
- Why this job: Kickstart your career in Financial Services with a supportive team and growth opportunities.
- Qualifications: Recent graduates with admin experience and relevant degrees are encouraged to apply.
- Other info: Work a 35-hour week, Monday to Friday, with free parking available.
The predicted salary is between 28800 - 43200 £ per year.
An experienced Administrator is required to join a highly regarded and well-established Financial Services business in Sheffield, where employees are truly valued, supported and rewarded. Working within a team of 10, you will be required to provide a quality administration and support service to high-net-worth clients, allowing the Advisers to focus on client relationships.
Responsibilities will include:-
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Prepare personalised client packs for Advisers, prior to client meetings
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Obtain information from providers on clients existing financial arrangements
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Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales
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Upload the necessary documentation into the back-office system and scan other documents as required
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Deal with client and provider correspondence
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Ensure that the client file is compliant
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Be responsible for scanning and archiving client files
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To undertake any other duties commensurate with your grade, skills and experience
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To participate in appropriate company and departmental training, competence and development initiatives.
Are you a recent or newly qualified Graduate, with some administration experience, keen to develop your career within Financial Services?, * Previous experience working in a busy administrative role
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Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook
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Commitment to pass basic financial industry exam within 3 months of employment (internal exam)
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Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure
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An articulate communicator
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Outstanding telephone manner with the ability to build rapport quickly
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Honesty, integrity and ability to maintain confidentiality
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Hardworking and responsive to the need to deliver a high-quality support service
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Attention to detail and high standards of work
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Team player but must be able to work independently and use own initiative, * Recent Graduate (2023/2024) with a relevant degree i.e. Economics/Business/Finance etc
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35 hour week (Monday to Friday)
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25 days’ holiday
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Pension
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DIS x4
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Income Protection
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Plus a superb range of flexi-benefits
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Free parking
Graduate/Trainee Client Experience Administrator employer: EGRecruiting Ltd
Contact Detail:
EGRecruiting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate/Trainee Client Experience Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry. Understanding the basics of financial products and client management will help you stand out during interviews and show your commitment to the role.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since you'll be dealing with high-net-worth clients, being articulate and having a professional telephone manner is crucial.
✨Tip Number 3
Get comfortable with Microsoft Office, particularly Excel and Word. Being proficient in these tools will not only help you in your day-to-day tasks but also demonstrate your readiness for the administrative responsibilities of the role.
✨Tip Number 4
Showcase your organizational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will illustrate your ability to handle the fast-paced environment of the role.
We think you need these skills to ace Graduate/Trainee Client Experience Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience and skills that align with the job description. Emphasize your proficiency in Microsoft Office and any experience you have in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your recent graduation and how your degree relates to the position, as well as your commitment to delivering high-quality support.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as organizational abilities, attention to detail, and communication skills. Provide specific examples of how you've demonstrated these skills in previous roles or during your studies.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at EGRecruiting Ltd
✨Showcase Your Administrative Skills
Be prepared to discuss your previous administrative experience in detail. Highlight specific tasks you've handled, especially those that demonstrate your ability to manage multiple responsibilities and work under pressure.
✨Demonstrate Attention to Detail
Since the role requires high standards of work and attention to detail, be ready to provide examples of how you've ensured accuracy in your previous roles. This could include managing client files or preparing documentation.
✨Communicate Effectively
Practice articulating your thoughts clearly and confidently. Given the importance of communication in this role, consider preparing for common interview questions and practicing your responses to ensure you convey your ideas effectively.
✨Express Your Commitment to Learning
Mention your willingness to undertake training and pass the basic financial industry exam within three months. This shows your dedication to developing your career in Financial Services and your eagerness to learn.
