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For Companies At a Glance
- Tasks: Support advisers and deliver top-notch client experiences in a dynamic environment.
- Company: Join a progressive Independent Financial Advice firm with a collaborative culture.
- Benefits: Full training, ongoing support, and clear career progression opportunities.
- Other info: Be part of a supportive team that values your growth.
- Why this job: Kickstart your career in financial planning and make a real impact.
- Qualifications: Experience in Financial Services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Fram Search is partnering with a growing Independent Financial Advice firm to hire Client Support Administrators into their expanding support team. This is a fantastic opportunity to join a progressive business where you’ll play a key role in supporting advisers and delivering a high-quality client experience.
The Role:
- Supporting advisers with day-to-day client requests
- Coordinating client and prospective client meetings
- Conducting research across investment and insurance providers
- Preparing annual review documentation and follow-ups
- Producing client documentation, including cashflow reports and recommendation packs
- Ensuring accurate administration and adherence to compliance processes
About You:
- Previous experience in Financial Services administration
- Strong organisational skills and attention to detail
- A proactive approach with the ability to manage multiple tasks
- A genuine interest in wealth management and financial planning
What’s on Offer:
- Full training and ongoing support
- Clear career progression within a growing firm
- Opportunity to join a collaborative and supportive team
If you’re looking to build your career within financial planning and join a firm that invests in its people, we’d love to hear from you.
Client Services Support in Cornwall employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Support in Cornwall
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry on LinkedIn or at local events. 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 interviews by researching the company and its values. Show them you’re genuinely interested in their work and how you can contribute to their team. Tailor your answers to highlight your organisational skills and proactive approach.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable talking about your experience in financial services. Focus on how your skills can help support advisers and enhance the client experience.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Client Services Support in Cornwall
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in wealth management and financial planning. Let us know why you’re excited about the opportunity to support advisers and enhance client experiences.
Showcase Your Proactive Approach: In your application, give examples of how you've managed multiple tasks effectively in the past. We love candidates who take initiative, so share any relevant experiences that demonstrate your proactive mindset!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Fram Search
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and wealth management. Be prepared to discuss key concepts, as this will show your genuine interest in the field and help you connect with the interviewers.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational skills and attention to detail. Think of specific situations where you successfully managed multiple tasks or coordinated meetings, as this is crucial for the Client Services Support role.
✨Demonstrate Proactivity
Be ready to share instances where you took the initiative in previous roles. This could be anything from improving a process to anticipating client needs. Employers love candidates who can think ahead and act without being prompted.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client support and their training processes. This not only shows your interest but also helps you gauge if the firm aligns with your career goals.