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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 support and make a real difference in people's financial journeys.
- Qualifications: Experience in financial services, strong organisation skills, and excellent communication.
- Other info: Enjoy ongoing career development and free parking on-site.
The predicted salary is between 26000 - 32000 £ 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 London employer: Focus Resourcing
Contact Detail:
Focus Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Client Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills as a detail-focused administrator can shine through. Practise common interview questions so you can confidently showcase your proactive problem-solving abilities.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you're genuinely interested in the role and reinforces your communication skills.
✨Tip Number 4
Apply through our website! We make it super easy for you to find roles that match your skills and experience. Plus, it helps us keep track of your application and get you into the right position faster!
We think you need these skills to ace Financial Client Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Client Administrator role. Highlight your previous experience in financial services and any relevant skills that match what we're looking for. This shows us you’re serious about the position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific examples of how you've been detail-focused and organised in past roles, as these are key traits we value.
Showcase Your Communication Skills: As a Client Administrator, you'll need to communicate effectively with clients and colleagues. In your application, give us examples of how you've built positive relationships and handled challenging situations in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Focus Resourcing
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services. Understand the basics of how financial planning works and be ready to discuss any relevant experience you have. This will show that you're not just a detail-focused administrator, but someone who understands the bigger picture.
✨Showcase Your Organisational Skills
Since this role requires a highly organised approach, prepare examples of how you've managed multiple tasks or projects in the past. Think about specific situations where your organisational skills made a difference, and be ready to share these during the interview.
✨Communicate Confidently
As a confident communicator, you'll need to build positive relationships with clients and colleagues. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with speaking about your experiences.
✨Be Proactive and Problem-Solving
Demonstrate your proactive nature by preparing to discuss times when you've taken ownership of a problem and followed it through to resolution. Employers love candidates who can think on their feet and tackle challenges head-on, so have a few examples ready to go!
