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- Tasks: Provide admin support to Financial Planners and manage client servicing.
- Company: Join a forward-thinking wealth management firm with a strong reputation.
- Benefits: Enjoy competitive salary, hybrid working options, and career development opportunities.
- Why this job: Be part of a supportive team and work with diverse financial planning cases.
- Qualifications: Experience in client services or IFA administration is essential.
- Other info: Ideal for those seeking a long-term career in a professional environment.
The predicted salary is between 30000 - 42000 £ per year.
Client Services Administrator – CSA – Sunderland
Client Services Executive – Wealth Management
A forward-thinking, expanding wealth management firm is seeking a Client Services Executive to join their established team. This role is ideal for someone with a background in financial services administration who thrives in a professional, client-focused environment and is looking for a long-term career within a high-quality firm.
Key Responsibilities:
- Provide comprehensive administrative support to Financial Planners and Paraplanners
- Manage new business processing and ongoing client servicing across pensions, investments, and protection
- Liaise with clients, providers, and internal teams to ensure smooth and efficient case progression
- Maintain accurate records and ensure all documentation is compliant and up to date
- Support client review preparation and general back-office processes
Requirements:
- Experience in a similar client services or IFA administration role
- Knowledge of financial products including pensions, investments, and protection
- Strong organisational skills and excellent attention to detail
- Professional, client-centric approach and strong interpersonal skills
- Confident using industry platforms and CRM systems
What’s on Offer:
- Competitive salary and benefits
- Supportive team culture with excellent career development opportunities
- Exposure to a wide range of clients and financial planning cases
- Hybrid working options and a modern, professional working environment
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Client Services Administrator - CSA - Sunderland employer: Frey Consulting Group
Contact Detail:
Frey Consulting Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator - CSA - Sunderland
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions, investments, and protection. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work in client services. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail by thinking of specific examples from your previous roles. Being able to articulate how you've successfully managed client cases or administrative tasks will set you apart.
✨Tip Number 4
Research StudySmarter and our values, as well as the specific team you'll be joining. Tailoring your conversation to align with our mission and demonstrating how you can contribute to our supportive team culture will make a strong impression.
We think you need these skills to ace Client Services Administrator - CSA - Sunderland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. Emphasise any relevant roles where you've provided client support, managed documentation, or worked with financial products like pensions and investments.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-centric approach and strong interpersonal skills. Mention specific examples of how you've successfully supported clients in previous roles and how you can bring that experience to the Client Services Administrator position.
Highlight Relevant Skills: In your application, clearly outline your organisational skills and attention to detail. Provide examples of how these skills have helped you manage client cases or maintain accurate records in past positions.
Show Enthusiasm for the Role: Express your interest in a long-term career within the wealth management sector. Let them know why you're excited about the opportunity to work with their team and how you align with their professional, client-focused environment.
How to prepare for a job interview at Frey Consulting Group
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these confidently will show that you understand the industry and can provide valuable support to Financial Planners and Paraplanners.
✨Demonstrate Your Organisational Skills
Prepare examples from your past experience that highlight your strong organisational skills and attention to detail. This role requires managing multiple tasks, so showcasing how you've successfully handled similar responsibilities will impress your interviewers.
✨Showcase Your Client-Centric Approach
Be ready to discuss how you prioritise client needs in your work. Share specific instances where you went above and beyond to ensure client satisfaction, as this aligns perfectly with the professional, client-focused environment they are looking for.
✨Familiarise Yourself with Industry Platforms
Since the role involves using industry platforms and CRM systems, it’s beneficial to mention any relevant software you’ve used in the past. If you’re familiar with specific tools, be prepared to discuss how you utilised them to enhance your efficiency in previous roles.
