At a Glance
- Tasks: Support Financial Advisers and deliver top-notch client service in a fast-paced environment.
- Company: Dynamic financial services firm focused on client satisfaction and teamwork.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Join a vibrant team with opportunities for growth and innovation.
- Why this job: Kickstart your finance career while making a real difference for clients.
- Qualifications: Experience in finance, strong communication skills, and a problem-solving mindset.
The predicted salary is between 30000 - 40000 £ per year.
This is a brilliant opportunity for a highly driven and motivated individual to support busy Financial Advisers and help provide a first class service to their clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond in a supporting role. Within this role, you will underpin multiple Financial Advisers and be responsible for client servicing, client admin, and compliance/regulatory requirements.
Responsibilities
- Being responsible for liaising with third party providers to gather information for both Planners so that they can provide holistic financial planning solutions to their clients.
- Key relationship manager with main stakeholders including admin centres.
- Building strong relationships with all clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with technical admin queries.
- Managing client records for the Financial Advisers via the CRM software, Salesforce, ensuring that the necessary information is captured and kept up to date on a daily basis.
- Supporting workloads within the team to ensure Service Level Agreements are maintained.
- Managing EIS and VCT exits for clients.
- Managing client bereavements and probate process.
- Processing client withdrawals and redemptions.
- Processing submissions and new client money including liaising with clients regarding bank details and timescales.
- Processing client portfolio changes and rebalancing.
- Processing ongoing advice documentation for client financial reviews.
- Client onboarding administration.
- Reporting to the Planners on a daily basis.
This list is not exhaustive.
Qualifications
- Ideally, have experience of working in Finance or Financial Services.
- Confident professional with excellent communication skills, energy and the ability to motivate others.
- Ensure clear communication with both Financial Planners and the team.
- Common sense, influencing skills and enjoy problem solving.
- Reliable.
- Calm under pressure, thrive in a fast-paced environment and are solution focussed.
- Have a good understanding of how you can add value to this business.
- Enjoy working as part of a team.
- Ability to think laterally, challenge current process, and find ways to improve the service.
- Broad experience of Microsoft Office (Word, PowerPoint, Excel).
Client Servicing Assistant employer: FINANCIAL LIFESTYLE MANAGEMENT LIMITED
Join a dynamic and supportive team where your contributions as a Client Servicing Assistant will be valued and recognised. Our company fosters a collaborative work culture that prioritises employee growth, offering training and development opportunities in the finance sector. Located in a vibrant area, we provide a stimulating environment that encourages innovation and excellence in client service.
Contact Details:
FINANCIAL LIFESTYLE MANAGEMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, attend events, and connect with potential employers on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and tailoring your answers to highlight your experience in client servicing and finance. Show them you’re the perfect fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. We suggest mentioning something specific from your conversation to remind them why you’re the ideal candidate.
✨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 Servicing Assistant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Servicing Assistant role. Highlight any previous experience in finance or client administration, and don’t forget to showcase your communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting Financial Advisers and how you can add value to our team. Keep it concise but engaging – we want to see your personality!
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled challenges in previous roles. We love candidates who can think laterally and improve processes, so don’t hold back on sharing your success stories!
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 be able to keep track of your application status. We can’t wait to hear from you!
How to prepare for a job interview at FINANCIAL LIFESTYLE MANAGEMENT LIMITED
✨Know Your Financial Stuff
Brush up on your finance knowledge before the interview. Understand basic financial concepts and be ready to discuss how they relate to client servicing. This will show your genuine interest in the field and help you connect with the interviewers.
✨Showcase Your Communication Skills
As a Client Servicing Assistant, communication is key. Prepare examples of how you've effectively communicated with clients or team members in the past. Highlight any experiences where you resolved issues or built strong relationships.
✨Familiarise Yourself with Salesforce
Since managing client records via CRM software like Salesforce is part of the role, it’s a good idea to familiarise yourself with its features. If you have experience using similar tools, be sure to mention that during the interview.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you’ve tackled challenges in previous roles. Be prepared to discuss how you approached these situations, what solutions you implemented, and the positive outcomes that followed. This will showcase your ability to thrive under pressure.
