At a Glance
- Tasks: Support Wealth Managers by managing client communications and administrative tasks.
- Company: Dynamic financial services firm in Fareham with a focus on client care.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Ideal for those looking to kickstart their career in financial services.
- Why this job: Join a team that values client relationships and offers a chance to learn in finance.
- Qualifications: Previous admin experience, strong organisational skills, and a proactive attitude.
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.
Financial Planning Administrator in Fareham employer: Energy Jobline CVL
As a Financial Planning Administrator in Fareham, you will be part of a dynamic team dedicated to delivering exceptional client service within a supportive and collaborative work environment. Our company prioritises employee growth through continuous learning opportunities and offers a competitive salary alongside a strong commitment to work-life balance. Join us to build meaningful relationships with clients while enjoying the unique advantages of working in a vibrant community.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Fareham
✨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 job openings or can put in a good word for you.
✨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’s also a great chance to reiterate why you’d be a perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for you. Plus, it’s a straightforward way to get your application noticed by the right people.
We think you need these skills to ace Financial Planning Administrator in Fareham
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 value 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 Client Service Co-ordinator role. Share specific examples of how you've provided excellent client care in the past, and let your personality come through.
Show Off Your Organisational Skills:Since this role involves managing diaries and coordinating meetings, make sure to mention any relevant experience you have in these areas. We love seeing candidates who can juggle multiple tasks with ease, so don’t hold back!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application quickly. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at Energy Jobline CVL
✨Know Your Stuff
Before the interview, make sure you understand the role of a Financial Planning Administrator. Brush up on your knowledge of financial services and client care. Familiarise yourself with common administrative tasks and CRM systems, as these will likely come up during the conversation.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, be prepared to discuss how you manage multiple tasks and prioritise effectively. Think of specific examples from your past experience where you successfully juggled various responsibilities while maintaining attention to detail.
✨Practice Your Communication
As a Client Service Co-ordinator, communication is key. Practice articulating your thoughts clearly and confidently. You might even want to rehearse common interview questions with a friend or in front of a mirror to ensure you come across as professional and proactive.
✨Demonstrate Your Client Care Approach
Be ready to share examples of how you've provided excellent client care in previous roles. Highlight your ability to build strong relationships and your commitment to confidentiality. This will show that you’re not just about getting the job done, but also about making clients feel valued and supported.
