At a Glance
- Tasks: Support Financial Planners and deliver exceptional service to clients.
- Company: Client-focused company in Pontyclun with a commitment to excellence.
- Benefits: Salary between £26k-£32k, private medical insurance, yearly bonus, and hybrid work options.
- Why this job: Join a dynamic team and grow your career in the financial services sector.
- Qualifications: Experience in Financial Services, strong organisational and communication skills.
- Other info: Enjoy a supportive environment with opportunities for professional development.
The predicted salary is between 26000 - 32000 £ per year.
A client-focused company in Pontyclun is seeking a Client Associate/Administrator to support Financial Planners and ensure an exceptional service for clients.
Responsibilities include:
- Processing new business
- Liaising with third parties
- Maintaining documentation accuracy
The ideal candidate will have prior experience in Financial Services, strong organisational skills, and effective communication abilities.
This role offers a salary ranging from £26k to £32k, along with benefits including private medical insurance, a yearly bonus, and opportunities for hybrid working after a probationary period.
Financial Client Administrator – Hybrid Role & Growth 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 – Hybrid Role & Growth in Pontyclun
✨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. Sometimes, it's all about who you know, and a friendly nudge can lead to great opportunities.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s time to shine.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed tasks or projects effectively. This will demonstrate that you’re the perfect fit for supporting Financial Planners and keeping everything running smoothly.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can give you an edge. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Financial Client Administrator – Hybrid Role & Growth in Pontyclun
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Financial Services and showcases your organisational skills. We want to see how your background aligns with the role of a Financial Client Administrator!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing exceptional service to clients and how you can support our Financial Planners effectively.
Show Off Your Communication Skills: Since effective communication is key in this role, make sure to demonstrate your ability to liaise with third parties and maintain documentation accuracy in your application. We love clear and concise writing!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Focus Resourcing
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of financial planning and be ready to discuss how you've supported financial planners in the past. This will show that you're not just a fit for the role, but that you genuinely understand the industry.
✨Show Off Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think about times when you successfully managed multiple tasks or maintained accurate documentation. Being able to demonstrate this will reassure them that you can handle the responsibilities of the role.
✨Practice Your Communication
Since effective communication is key in this role, practice articulating your thoughts clearly. You might want to role-play common scenarios with a friend or family member, especially those involving liaising with third parties. This will help you feel more confident during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the company culture, or how success is measured in the role. This shows that you're genuinely interested in the position and helps you assess if it's the right fit for you.