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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 administration within financial advisory.
- Other info: Friendly team environment located in Central London with great career growth.
The predicted salary is between 32000 - 36000 £ 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
- Monday-Friday 8:30am-5pm
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.
Client Services Administrator (Financial Advisory) in City of 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory sector. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Tailor your answers to show how your experience as a Client Services Administrator aligns with their values and needs.
✨Tip Number 3
Practice your communication skills. Since you'll be liaising with clients, being able to convey information clearly and confidently is key. Role-play with a friend or use online resources to sharpen those skills.
✨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 are proactive about their job search.
We think you need these skills to ace Client Services Administrator (Financial Advisory) in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Administrator role. Highlight your experience in financial advisory and any relevant skills that match the job description. 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 passionate about this role and how your background makes you a perfect fit. We love seeing genuine enthusiasm for the position.
Showcase Your Communication Skills: Since this role involves liaising with clients, make sure to demonstrate your strong communication skills in your application. Whether it's through your CV or cover letter, let us know how you handle client interactions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your financial advisory knowledge. Understand the basics of client documentation and financial illustrations, as well as the specific services the firm offers. This will show that you're genuinely interested and prepared.
✨Showcase Your People Skills
Since this role involves liaising with clients, be ready to demonstrate your communication skills. Think of examples where you've provided excellent customer service or resolved issues effectively. This will highlight your ability to care for clients' needs.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, opportunities for professional development, or how success is measured in the role. It shows you're engaged and thinking ahead.
✨Dress the Part
Even though it’s a friendly team, first impressions matter. Dress smartly and professionally to convey that you take the opportunity seriously. A polished appearance can boost your confidence and set a positive tone for the interview.
