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- Tasks: Be the friendly face of our client services, managing calls, emails, and meetings.
- Company: Join a supportive financial services team focused on delivering exceptional client experiences.
- Benefits: Enjoy a 4-day work week, generous holiday, bonuses, and private medical insurance.
- Why this job: Gain valuable experience in finance while working in a fun, team-oriented environment.
- Qualifications: Previous client-facing or admin experience, strong organisational skills, and a proactive attitude required.
- Other info: Opportunities for progression and team social events throughout the year.
The predicted salary is between 28800 - 43200 £ per year.
Overview
We are looking to recruit for a Client Services Manager / Senior Finance Administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.
Responsibilities
- Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
- Meet and greet clients and guests on arrival at the office.
- Organise client and prospective client meetings, managing all Financial Planner\’s diaries effectively.
- Prepare and issue client documentation before and after meetings in line with business processes.
- Attend client meetings when required.
- Ensure action points from meetings are recorded, allocated, and completed promptly.
- Open and maintain client files to required compliance standards.
- Complete Anti-Money Laundering (AML) checks.
- Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
- Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
- Complete checklists, scan and file documentation to the back-office system.
- Provide weekly Management Information to the Practice/Operations Manager.
- Support with internal events (e.g., annual client Christmas event).
- Open, log, scan and allocate all incoming post.
- Manage Financial Planner\’s general queries, calls and invitations.
- Attend and record weekly team meetings and quarterly open forum meetings.
Skills & Experience
- Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
- Strong organisational skills with the ability to manage multiple diaries and competing priorities.
- Excellent communication skills (written, verbal and in-person).
- High attention to detail and accuracy.
- Proficient in Microsoft Office and comfortable with CRM/back-office systems.
- Professional, approachable, and discreet in handling sensitive information.
- Client-focused with a proactive, \”can-do\” attitude.
- Friendly, professional and confident in dealing with clients and colleagues.
- Team player with the ability to work independently when required.
- Reliable, trustworthy and conscientious.
- Car driver.
Benefits
- 4 day working week.
- 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
- 1 week off for Christmas, not taken from your annual leave entitlement.
- Company pension scheme (after 3 months).
- Private Medical Insurance (after 12 months).
- Summer & Christmas bonus based on company performance.
- Team away days and social events throughout the year.
- Supporting, friendly team with opportunities to progress.
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Administrator (Financial services) employer: Focus Resourcing
Contact Detail:
Focus Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator (Financial services)
✨Tip Number 1
Familiarise yourself with the financial services industry. Understanding key terms and concepts will help you engage confidently during interviews and demonstrate your knowledge of the sector.
✨Tip Number 2
Practice your communication skills, both verbal and written. Since this role involves a lot of client interaction, being able to convey information clearly and professionally is crucial.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or priorities in previous roles. This will highlight your ability to handle the demands of diary management and client servicing.
✨Tip Number 4
Network with professionals in the financial services sector. Attend industry events or join relevant online groups to connect with potential colleagues and gain insights into the company culture at StudySmarter.
We think you need these skills to ace Administrator (Financial services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing or administrative roles, particularly within financial services. Emphasise your organisational skills and any experience managing diaries or handling sensitive information.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and client-focused attitude. Mention specific examples of how you've provided excellent service in previous roles and how you can contribute to the team at the company.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office and any CRM/back-office systems. Detail your attention to detail and ability to manage multiple priorities, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential for this position.
How to prepare for a job interview at Focus Resourcing
✨Showcase Your Client-Facing Skills
Since the role involves being the first point of contact for clients, it's crucial to demonstrate your client-facing experience. Share specific examples of how you've successfully managed client interactions in previous roles, highlighting your communication skills and ability to create a welcoming environment.
✨Emphasise Organisational Abilities
The job requires strong organisational skills, especially in managing multiple diaries and priorities. Prepare to discuss your methods for staying organised, such as using digital tools or prioritising tasks, and provide examples of how you've effectively managed competing demands in the past.
✨Demonstrate Attention to Detail
Attention to detail is key in this role, particularly when preparing client documentation and ensuring compliance. Be ready to talk about how you ensure accuracy in your work, perhaps by sharing a time when your attention to detail made a significant difference in a project or task.
✨Exude Professionalism and Approachability
As you'll be dealing with sensitive information and interacting with clients regularly, it's important to convey professionalism and approachability during the interview. Practice your body language and tone to ensure you come across as friendly yet professional, and think of ways to illustrate your discretion and reliability.
