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- Tasks: Support Financial Planners and ensure smooth client service delivery.
- Company: Friendly financial services firm in Pontyclun with a professional team.
- Benefits: Competitive salary, yearly bonus, private medical insurance, and hybrid working.
- Why this job: Be the backbone of client service and grow your career in finance.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Enjoy ongoing career development and free parking on-site.
The predicted salary is between 22000 - 28000 £ per year.
Our client in Pontyclun is looking for a Client Associate / Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you will be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork.
What you will be doing:
- Processing new business within agreed service standards
- Liaising with providers and third parties to keep cases moving
- Working with colleagues, providers, solicitors, accountants and other professionals
- Actioning Letters of Authority and Transfers of Authority
- Ensuring clients and providers receive accurate documentation
- Taking incoming calls and delivering a professional, compliant service
- Handling daily post, scanning and allocating documents and issuing documentation
What we are looking for:
- Previous experience within a Financial Services environment
- A detail-focused, highly organised administrator
- A confident communicator who builds positive relationships
- A proactive problem-solver who takes ownership and follows things through
- A flexible team member who is ready to adapt in a growing business
Salary & Benefits:
- Salary will be between 26-32k depending on experience - plus full company benefits
- Yearly bonus based on company and personal performance (up to 10%)
- BUPA Private Medical Insurance
- Pension Plan (5% ER and minimum 3% EE)
- Medicash Health Cash Plan
- Group Income Protection (75% of base salary)
- Group Life Assurance (4x base salary)
- 28 days holiday (rising to 30 after 2 years' service)
- Hybrid working after probationary period
- On-going career development to include paid for professional exams
- Free parking on-site
Financial Client Administrator in Pontyclun employer: Focus Resourcing Group
Contact Detail:
Focus Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Client Administrator in Pontyclun
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing the role. Plus, it could give you an edge if they put in a good word for you!
✨Tip Number 3
Prepare for the interview by practising common questions related to financial services. Think about how your previous experience aligns with the role of a Financial Client Administrator and be ready to share specific examples.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the position. And remember, apply through our website for the best chance at landing that job!
We think you need these skills to ace Financial Client Administrator in Pontyclun
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous experience in a Financial Services environment and any relevant administrative roles to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your skills align with what we’re looking for. Don’t forget to mention your proactive problem-solving abilities and your knack for building positive relationships.
Be Detail-Oriented: Since this role requires a detail-focused approach, make sure your application is free from typos and errors. We want to see that you can handle documentation accurately and efficiently right from the start!
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 about the process. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Focus Resourcing Group
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the specific role of a Financial Client Administrator. Understand the advice process and be ready to discuss how you can support Financial Planners and Paraplanners effectively.
✨Showcase Your Organisational Skills
Prepare examples that highlight your attention to detail and organisational abilities. Think about times when you’ve managed multiple tasks or ensured accuracy in documentation, as these are key in this role.
✨Communicate Like a Pro
Practice your communication skills before the interview. Be ready to demonstrate how you build positive relationships with clients and colleagues, as well as how you handle incoming calls professionally.
✨Be Ready to Problem-Solve
Think of scenarios where you’ve had to tackle challenges proactively. The interviewers will want to see that you can take ownership of issues and follow through until they’re resolved, so have some examples at the ready.
