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- Tasks: Support advisers with client queries and prepare essential documentation.
- Company: Join a reputable Wealth Management firm with over 20 years of experience.
- Benefits: Enjoy hybrid working, bonuses, study support, and a clear career progression plan.
- Why this job: Be part of a collaborative team that prioritises client satisfaction and ethical advice.
- Qualifications: No specific qualifications required; just a passion for client support and teamwork.
- Other info: This role offers a nurturing environment focused on personal and professional growth.
The predicted salary is between 27000 - 35000 £ per year.
Offices Near Colchester, Essex
Salary: £27,000 – £35,000 (Hybrid working, Bonus, Study Support & Career Progression Plan)
An excellent opportunity has arisen for a well-established Wealth Management firm near Colchester in Essex. Due to expansion and internal promotion, they are looking to hire a Client Relationship Manager to join their team, offering a clear career path. This role is ideal for candidates seeking to expand their network within a growing firm that values collaboration and development.
The firm has been providing high-quality financial and investment planning services for over 20 years. They prioritize ethical, jargon-free advice, leading to strong client loyalty. Their client base grows primarily through referrals, reflecting their reputation. The company values its staff, offering careers rather than jobs, and fosters a friendly, supportive, and nurturing environment. They provide advice on pensions, investments, protection, intergenerational financial planning, as well as trust and estate planning across Essex, Hertfordshire, and central London regions.
Responsibilities – Client Support Administrator
- Provide technical and administrative support to Advisers;
- Handle queries from clients and other parties effectively;
- Prepare files with compliance documentation, review meeting packs, illustrations, and supporting documents;
- Ensure files contain all required client identification and application forms;
- Progress applications with product providers, advisers, clients, and third parties;
- Book client appointments for advisers when appropriate;
- Assist the Case Manager with Letters of Authority with clients and third parties.
This is a fantastic opportunity for a talented individual to join an established, growing practice with a supportive culture where the client always comes first. You will play a vital role in ensuring ongoing success.
If this Client Relationship Manager role interests you, please contact or send your CV to Sam at Financial Divisions.
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Client Support Administrator (Private Wealth Management), Offices Near Colchester, £27,000 - £35,000 employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator (Private Wealth Management), Offices Near Colchester, £27,000 - £35,000
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work in or around Colchester. Attend local finance events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific services offered by the firm, such as pensions and estate planning. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 3
Prepare for the interview by practising responses to common client support scenarios. Think about how you would handle client queries or manage documentation, as demonstrating your problem-solving skills will be crucial.
✨Tip Number 4
Showcase your commitment to professional development by researching relevant certifications or courses in financial services. Mentioning your willingness to pursue further education can set you apart as a candidate who is eager to grow within the company.
We think you need these skills to ace Client Support Administrator (Private Wealth Management), Offices Near Colchester, £27,000 - £35,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client support and administration. Emphasise any previous roles where you provided technical or administrative support, especially in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry. Mention your ability to handle client queries effectively and your commitment to providing high-quality service.
Highlight Relevant Skills: In your application, focus on skills such as communication, organisation, and attention to detail. These are crucial for the Client Support Administrator role, so provide examples of how you've demonstrated these skills in past positions.
Show Enthusiasm for the Role: Express your genuine interest in the position and the company. Mention why you want to work in a supportive environment that prioritises client relationships and ethical advice, as this aligns with the firm's values.
How to prepare for a job interview at Financial Divisions
✨Understand the Company Culture
Before your interview, take some time to research the firm's values and culture. Since they prioritise a friendly and supportive environment, be prepared to discuss how you can contribute to this atmosphere.
✨Showcase Your Client Management Skills
As a Client Support Administrator, you'll need to handle queries effectively. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues.
✨Familiarise Yourself with Compliance Procedures
Since the role involves preparing compliance documentation, brush up on relevant regulations and procedures. Being able to discuss your understanding of compliance will demonstrate your readiness for the role.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask during the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you. Consider asking about their career progression plans or team dynamics.
