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- Tasks: Support financial advisors and manage client documentation in a dynamic role.
- Company: A close-knit financial advisory firm with a supportive culture.
- Benefits: Competitive salary, bonus opportunities, and ongoing professional development.
- Why this job: Join a stable firm and make a real impact while growing your skills.
- Qualifications: Experience in client services or office administration within financial advisory.
- Other info: Collaborative team environment in the heart of London with excellent career growth.
The predicted salary is between 32000 - 42000 £ per year.
£38,000-£42,000 Bonus Company Benefits City of London
Are you a Client Services / Office Administrator from a Financial Planning background? On offer is a varied and rewarding role where no two days will be the same within a bespoke, close-knit Firm known for supporting and developing their staff in a role offering ongoing opportunities to grow your skills and a bonus to increase your earnings. The close-knit Advisory Firm have seen ongoing stability since their establishment 20 years ago whilst building a loyal client base across numerous sectors. Due to an ever increasing workload they are looking to welcome an additional member into their collaborative team of 13 in Central London.
In this engaging role you will primarily support Advisors with their day-to-day responsibilities including processing documentation for new and existing business and preparing financial illustrations and advice. You will also regularly liaise with clients and suppliers in addition to undertaking general office administration work. This role would suit a Client Services Administrator or similar looking for a varied position within a well-established firm offering the chance to work as part of a supportive and friendly team and increase your earnings through a bonus.
The Role:
- Manage and process client documentation - new and existing business
- Liaise with clients and provide caring service to their needs
- Prepare illustrations, advice and recommendations
- Assist financial advisors in day-to-day function
The Person:
- Client Services / Office Administrator or similar
- Financial Advisory background
- Commutable to City of London
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Locations
Client Services Administrator (Financial Advisory) in City of London, London employer: Ernest Gordon Recruitment Limited
Contact Detail:
Ernest Gordon Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator (Financial Advisory) in City of London, London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory 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 interviews by researching the firm thoroughly. Understand their values, culture, and the specifics of the role. This will help you tailor your responses and show that you're genuinely interested in being part of their close-knit team.
✨Tip Number 3
Practice your communication skills! As a Client Services Administrator, you'll be liaising with clients regularly. Role-play common scenarios with a friend or family member to boost your confidence and ensure you can provide that caring service they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So go ahead, hit that 'apply now' button!
We think you need these skills to ace Client Services Administrator (Financial Advisory) in City of London, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Client Services Administrator role. Highlight your financial advisory background and any specific achievements that showcase your ability to manage client documentation and liaise effectively with clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our close-knit team. Mention your passion for client services and how you can contribute to our supportive environment while also growing your skills.
Showcase Your Communication Skills: Since this role involves regular client interaction, it's essential to demonstrate your communication skills in your application. Use clear and concise language, and consider including examples of how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Financial Stuff
Brush up on your financial advisory knowledge before the interview. Be ready to discuss industry trends, common client concerns, and how you can support advisors effectively. This shows you're not just a paper pusher but someone who understands the field.
✨Showcase Your Client Service Skills
Prepare examples of how you've provided excellent client service in previous roles. Think about specific situations where you went above and beyond to meet client needs. This will demonstrate your ability to connect with clients and provide the caring service they expect.
✨Be Ready for Teamwork Questions
Since this role is within a close-knit team, expect questions about collaboration. Have stories ready that highlight your experience working in teams, resolving conflicts, or supporting colleagues. This will show that you’re a team player who fits well into their culture.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to client relationships or how they support staff development. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you.
