At a Glance
- Tasks: Be the friendly face for clients and manage diaries for Financial Planners.
- Company: Join a supportive team in a professional financial services environment.
- Benefits: Enjoy a 4-day work week, 28 days holiday, and bonuses!
- Other info: Great opportunities for career progression and team social events.
- Why this job: Make a real difference in client experiences while developing your skills.
- Qualifications: Experience in client-facing roles and strong organisational skills required.
We are looking to recruit for a Client Services Manager 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.
Key Responsibilities:
- Act as the first point of contact for all incoming enquiries.
- Meet and greet clients and guests on arrival at the office.
- Organise client and prospective client meetings, managing all Financial Planners' diaries effectively.
- Prepare and issue client documentation before and after meetings.
- Attend client meetings when required.
- 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.
- Manage Financial Planners' 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 IFA admin, 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.
A fantastic benefits package including:
- 4 day working week with no reduction in your salary.
- 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.
IFA Administration in Cardiff employer: Focus Resourcing
Join a dynamic and supportive team as an IFA Administration professional, where you will enjoy a fantastic benefits package including a 4-day working week with no salary reduction, generous holiday allowances, and opportunities for personal growth. Our friendly work culture prioritises client satisfaction and teamwork, ensuring that you are well-equipped to thrive in your role while contributing to a seamless client experience. With regular team events and a focus on employee well-being, this is an excellent opportunity for those seeking meaningful and rewarding employment in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administration in Cardiff
✨Tip Number 1
Get to know the company culture! Before your interview, do a bit of research on the company’s values and work environment. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. This will help you feel more confident and articulate when it’s your turn to shine in front of the interview panel.
✨Tip Number 3
Dress the part! Make sure you’re dressed professionally for the interview. First impressions matter, and looking smart will help you feel more confident and ready to impress.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in showing your appreciation and keeping you fresh in their minds. Plus, it’s a great opportunity to reiterate your enthusiasm for the role!
We think you need these skills to ace IFA Administration in Cardiff
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous client-facing or administrative roles you've had, especially in financial services. We want to see how you can bring your unique flair to our team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Services Manager role. Be friendly and professional, just like we are at StudySmarter, and don’t forget to mention your proactive attitude and attention to detail.
Show Off Your Communication Skills:Since excellent communication is key for this role, make sure your written application is clear and concise. Use proper grammar and spelling, and keep your tone professional yet approachable. We love a good chat, so let your personality come through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see all the fantastic benefits we offer, like our 4-day working week!
How to prepare for a job interview at Focus Resourcing
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Client Services Manager role. Familiarise yourself with the key responsibilities and skills mentioned in the job description. This will help you tailor your answers to show how your experience aligns perfectly with what they’re looking for.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your excellent communication skills. Practice answering questions clearly and confidently, and think of examples where you've successfully managed client relationships or resolved issues in a friendly manner.
✨Prepare for Diary Management Questions
Given that managing diaries is a crucial part of the job, expect questions about your organisational skills. Prepare specific examples of how you've effectively managed multiple schedules or prioritised tasks in previous roles. This will show that you can handle the demands of the position.
✨Be Ready to Discuss Compliance and Attention to Detail
The role requires a high level of accuracy and attention to detail, especially when dealing with sensitive information. Be ready to discuss your experience with compliance checks or any relevant administrative tasks. Highlight your proactive approach to ensuring everything is up to date and accurate.
