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For Companies At a Glance
- Tasks: Support clients and advisers with exceptional service and efficient administration.
- Company: Reputable IFA practice in Bromley known for personalised financial advice.
- Benefits: Salary up to £37,000, hybrid working, and opportunities for professional growth.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong administration skills required.
- Other info: Dynamic role with clear paths for career development.
The predicted salary is between 30000 - 37000 £ per year.
Job Description
My client, a well-established IFA practice in Bromley, is looking for a Client Services Administrator to join their growing team.
This practice is highly regarded for its personalised, client-centric approach, offering advice across investments, pensions, and holistic financial planning. Their long-standing success is built on trusted client relationships, supported by strong paraplanning, compliance, and administrative expertise.
As a Client Services Administrator, you’ll provide vital support to both clients and advisers. Your responsibilities will include:
Managing client reviews and follow-up actions
Processing investments and disinvestments efficiently
Maintaining accurate records and submissions (CFR)
Acting as a direct point of contact for clients, delivering outstanding service
Supporting adviser activity across client acquisition and retention
Ensuring compliance with regulatory and consumer duty requirements
Previous experience in financial services, ideally within an IFA or wealth management environment
Strong administration skills with excellent attention to detail
Confident communicator with strong client-servicing abilities
Organised, proactive, and able to manage a busy workload effectively
Salary up to £37,000
Hybrid working – office in Bromley with flexibility to work from home
Supportive, professional team with clear opportunities to grow and develop
If this sounds like your next step, please contact Joanna at Financial Divisions to discuss further.
Client Services Administrator - up to £37,000 - Hybrid (Bromley) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator - up to £37,000 - Hybrid (Bromley)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about IFAs or wealth management. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its client-centric approach. We want you to show off your knowledge about their services and how you can contribute to their success. Tailor your answers to highlight your experience in administration and client servicing.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your skills in managing client reviews and maintaining accurate records, as these are key for the Client Services Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who align with our values and can thrive in a supportive, professional environment.
We think you need these skills to ace Client Services Administrator - up to £37,000 - Hybrid (Bromley)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Client Services Administrator role. Highlight your previous experience in financial services and any relevant administrative skills to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client services and how your background aligns with our personalised, client-centric approach. We love seeing genuine enthusiasm!
Showcase Your Communication Skills: As a Client Services Administrator, strong communication is key. In your application, give examples of how you've effectively communicated with clients or colleagues in the past. This will help us see your client-servicing abilities in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Client-Centric Approach
Make sure you understand the importance of a personalised, client-centric approach in financial services. Be ready to discuss how you can contribute to building trusted relationships with clients, as this is key for the role.
✨Showcase Your Administration Skills
Highlight your strong administration skills and attention to detail during the interview. Prepare examples of how you've efficiently managed records or processed transactions in previous roles, as this will demonstrate your capability to handle the responsibilities of the position.
✨Communicate Confidently
As a Client Services Administrator, you'll be a direct point of contact for clients. Practice articulating your thoughts clearly and confidently, and think of scenarios where you've successfully communicated with clients or colleagues to resolve issues.
✨Be Organised and Proactive
Demonstrate your organisational skills by discussing how you manage a busy workload. Share specific strategies you use to stay on top of tasks and ensure compliance with regulatory requirements, as this will show you're proactive and ready to take on the challenges of the role.