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- Tasks: Support financial advisors and manage client documentation in a dynamic environment.
- Company: A close-knit financial advisory firm with a strong reputation for staff development.
- Benefits: Competitive salary, bonus opportunities, and comprehensive company benefits.
- Why this job: Join a supportive team and enhance your skills while making a real impact.
- Qualifications: Experience in client services or office administration within financial advisory.
- Other info: Enjoy a varied role with ongoing opportunities for personal and professional growth.
The predicted salary is between 32000 - 42000 £ per year.
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 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 London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory sector. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the firm’s values and recent achievements. Show them you’re not just another candidate; you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client services. We want you to feel confident and ready to showcase your skills!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining our supportive team.
We think you need these skills to ace Client Services Administrator (Financial Advisory) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client services and financial advisory. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how you can contribute to our close-knit team. Keep it friendly and professional, just like us!
Showcase Your Communication Skills: Since you'll be liaising with clients and advisors, it's crucial to demonstrate your communication prowess. Use clear and concise language in your application to reflect your ability to convey information effectively.
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 don’t miss out on any important updates from our team!
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, regulations, and any relevant experience you have. 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 the past. Think about specific situations where you went above and beyond to meet a client's needs. This role is all about supporting clients, so demonstrating your ability to connect with them is key.
✨Get Familiar with the Firm
Research the firm’s history, values, and the services they offer. Knowing their client base and how they operate will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Practice Common Interview Questions
Anticipate questions related to your administrative skills and how you handle multitasking. Practising your responses can help you feel more confident and articulate during the interview, making a great impression on the hiring team.
