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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 engine behind exceptional client service and grow your career in finance.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Flexible team environment with opportunities for professional development.
The predicted salary is between 28000 - 32000 £ per year.
Our client in Pontyclun is looking for a Client 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:
- Owning the end-to-end new business application process.
- 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 (IFA or similar).
- CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this).
- 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 28-32k depending on experience (potentially more for qualified candidates) - 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.
- Free parking on-site.
Financial Client Administrator in Pontyclun employer: Focus Resourcing
Contact Detail:
Focus Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Client Administrator in Pontyclun
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at companies like the one in Pontyclun. A friendly chat can sometimes lead to a referral, which is often the golden ticket to landing that interview.
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Understand their values and how they deliver exceptional service to clients. This will help you tailor your responses and show that you're not just another candidate, but someone who genuinely fits into their team.
✨Tip Number 3
Practice your communication skills! As a Client Administrator, you'll need to be a confident communicator. Role-play common interview questions with a friend or in front of a mirror to get comfortable articulating your thoughts clearly and professionally.
✨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 take the initiative to engage directly with us. So, go ahead and submit your application – we’re excited to see what you bring to the table!
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 is tailored to the Financial Client Administrator role. Highlight your experience in financial services and any relevant qualifications, like CII RO. We want to see how your skills match what we're looking for!
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. Share specific examples of how you've supported financial planners or handled client information in the past. We love a good story!
Show Off Your Attention to Detail: In this role, accuracy is key! Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the care you'll bring to the job.
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, it shows you're keen to join our friendly team!
How to prepare for a job interview at Focus Resourcing
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge, especially if you've got experience in an IFA or similar environment. Familiarise yourself with the end-to-end new business application process and be ready to discuss how you've handled client information accurately in the past.
✨Show Off Your Organisational Skills
As a Client Administrator, being detail-focused and organised is key. Prepare examples of how you've kept things running smoothly in previous roles. Think about times when you’ve juggled multiple tasks and how you ensured everything was completed on time.
✨Communicate Like a Pro
Since you'll be liaising with various professionals, practice your communication skills. Be ready to demonstrate how you build positive relationships with clients and colleagues alike. Maybe even role-play some scenarios where you handle incoming calls or document requests.
✨Be Ready to Problem-Solve
Employers love a proactive problem-solver! Think of specific challenges you've faced in previous roles and how you took ownership to resolve them. This will show that you're adaptable and ready to tackle any issues that come your way in this growing business.
