At a Glance
- Tasks: Support client reallocations and ensure smooth transitions for advisers.
- Company: Join Eight Financial Advice, a dynamic firm in Whiteley.
- Benefits: Enjoy hybrid working, performance bonuses, and 28 days holiday plus your birthday off.
- Other info: Be part of a supportive team with regular socials and volunteering opportunities.
- Why this job: Make a real impact in a fast-paced environment while developing your skills.
- Qualifications: Strong communication skills and analytical thinking; experience with CRM software is a plus.
The predicted salary is between 27000 - 33000 £ per year.
Supporting the Mergers & Acquisitions Manager and the Client Reallocation Specialist, the Client Reallocation Administrator will be responsible for following the Client Reallocation Process within Eight. The person will be pivotal in supporting the reallocation process, supporting our advisers, and ensuring that all transitions are handled with precision and care. This role includes day to day administration, managing single client sales and whole or part advisor client bank sales to support advisers’ growth.
Key responsibilities include:
- You will be responsible for supporting the client reallocation process, from initial identification through to due diligence and completion of transfers.
- You will also be responsible for supporting the Client Repatriation process, transferring clients between our UK and Asia business.
- You will be confident in communication and executing transactions.
- Support due diligence, liaising with Advisers to evaluate legal and financial aspects of client reallocation resulting in a seamless end to end process.
- Provide data, reports and insights to Advisers on client information highlighting key metrics.
- Attend Adviser meetings to support adviser with questions, sending follow up communications to attendees.
- Obtain and provide key information, loan requests and legal paperwork to and from St. James’s Place (SJP) in a timely manner to support the process.
- Assist with the smooth transfer of data from one adviser to another.
- Produce and support with any client communications.
- Assist Mergers & Acquisition Manager and Client Reallocation Specialist in any other ad hoc requests or projects.
Industry specific knowledge and experience preferred but not essential. Analytical thinker, able to identify patterns, inconsistencies, or errors in data quickly. Proven ability to drive, improve and develop process from start to finish. Comfortable analysing large amounts of data. Strong skills in Microsoft Excel preferred experience with formulas, pivot tables, VLOOKUPs, and data formatting. Excellent communication and interpersonal skills, with the ability to build rapport and relationships with Advisers and St. James’s Place. Ability to thrive in a fast paced, dynamic environment and adapt to changing priorities. Previous experience using CRM software (experience in Salesforce, Monday.com and My Practice is advantageous).
Hybrid working: 3 days in the office, 2 days wherever you work best
Benefits include:
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days’ holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
Client Reallocation Administrator in Winchester employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
StudySmarter Expert Advice🤫
We think this is how you could land Client Reallocation Administrator in Winchester
✨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 Eight Financial Advice. 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 Client Reallocation Administrator in Winchester
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 Eight Financial Advice.
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 Eight Financial Advice'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 Eight Financial Advice
✨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 Eight Financial Advice.
✨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 Eight Financial Advice 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 Eight Financial Advice 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.
