Client Administrator – Wealth Planning, Hybrid Role in Maidstone
Client Administrator – Wealth Planning, Hybrid Role

Client Administrator – Wealth Planning, Hybrid Role in Maidstone

Maidstone Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide top-notch client service and support Financial Planners in a dynamic environment.
  • Company: Reputable financial services firm with a focus on client satisfaction.
  • Benefits: Competitive salary, hybrid working model, and supportive training.
  • Why this job: Join a passionate team and make a difference in clients' financial journeys.
  • Qualifications: Experience in administration and a strong commitment to client service.
  • Other info: Great opportunity for career growth in the financial sector.

The predicted salary is between 30000 - 42000 £ per year.

A financial services firm in the United Kingdom seeks a Client Administrator to join their Financial Planning team in Maidstone. This role involves providing comprehensive client service administration, scheduling meetings, and supporting Financial Planners.

Candidates should have experience in administrative tasks and a strong client service ethic. The position offers a competitive salary and a hybrid working model after an initial in-office training period.

Client Administrator – Wealth Planning, Hybrid Role in Maidstone employer: Evelyn Partners

Join a leading financial services firm in Maidstone, where we prioritise employee growth and a supportive work culture. Our hybrid working model allows for flexibility, while our commitment to professional development ensures that you can thrive in your career. With a competitive salary and a focus on client service excellence, this is an excellent opportunity for those looking to make a meaningful impact in the wealth planning sector.
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Contact Detail:

Evelyn Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Administrator – Wealth Planning, Hybrid Role in Maidstone

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 Client 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 those interviews! Research the company and its values, especially around client service. We want to show that you’re not just a fit for the role but also for the team culture. Practice common interview questions and think about how your experience aligns with what they’re looking for.

Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and keeps you on their radar. Plus, it’s a great chance to reiterate why you’d be a fantastic addition to their Financial Planning team.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Client Administrator position. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!

We think you need these skills to ace Client Administrator – Wealth Planning, Hybrid Role in Maidstone

Client Service Administration
Scheduling Meetings
Support for Financial Planners
Administrative Tasks
Strong Client Service Ethic
Communication Skills
Organisational Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in administrative tasks and client service. We want to see how your skills align with the role of Client Administrator, 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 the opportunity and how you can support our Financial Planners. Keep it friendly and professional – we love a personal touch!

Showcase Your Organisational Skills: As a Client Administrator, organisation is key. In your application, mention any tools or methods you use to stay organised, especially when scheduling meetings or managing client information. We appreciate a proactive approach!

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 you’ll find all the details you need right there. Let’s get your application rolling!

How to prepare for a job interview at Evelyn Partners

Know Your Stuff

Make sure you understand the financial services industry and the specific role of a Client Administrator. Brush up on key terms related to wealth planning and client service, so you can speak confidently about how your experience aligns with what they’re looking for.

Showcase Your Admin Skills

Prepare examples from your past roles that highlight your administrative skills. Think about times when you successfully managed schedules, organised meetings, or provided exceptional client service. Be ready to discuss these experiences in detail.

Ask Smart Questions

At the end of the interview, don’t forget to ask insightful questions about the team and the company culture. This shows your genuine interest in the role and helps you determine if it’s the right fit for you. Consider asking about the hybrid working model and how the team collaborates.

Dress the Part

Even if the role is hybrid, it’s important to make a good first impression. Dress professionally for the interview, as this reflects your seriousness about the position. A smart outfit can boost your confidence too!

Client Administrator – Wealth Planning, Hybrid Role in Maidstone
Evelyn Partners
Location: Maidstone

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