At a Glance
- Tasks: Be the first point of contact for clients and support their financial journey.
- Company: Join a prestigious, growing wealth management firm with strong values.
- Benefits: Enjoy free parking, study support, a birthday day off, and a pension.
- Other info: Work in a beautiful setting with excellent career growth opportunities.
- Why this job: Make a real difference in clients' lives while developing your professional skills.
- Qualifications: Strong customer service skills and a positive attitude are essential.
The predicted salary is between 25000 - 30000 £ per year.
A growing local business is seeking an Administrator to join its small but expanding Client Support team. This client-facing role involves being the first point of call for most clients when liaising with SeventySeven and working closely with Advisors to provide a high-quality excellent level of service.
About SeventySeven Wealth Management: SeventySeven Wealth Management Ltd has evolved over more than 30 years. The company prides itself on the service delivered to clients, where excellence is key. Core values include integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values form the foundation for all decisions and are what the team looks for in any future member. SeventySeven works with St. James’s Place to provide exceptional outcomes for clients.
The opportunity: Reporting to the Head of Client Care, this role is part of a multi-skilled Client Support team responsible for supporting the entire client journey—from handling incoming calls and coordinating meeting bookings through to completing post-meeting actions and liaising with third-party providers—to ensure a consistently smooth, positive experience.
Key responsibilities:
- Telephone clients to arrange their annual review with their Advisor
- Prepare the client file for their meeting with their Advisor
- Complete post-meeting actions following a client meeting, including the Confidential Financial Review, preparing the ongoing advice letter, processing business and dealing with withdrawal requests and fund switches
- Produce cash-flow modelling reports
- Create fund performance comparisons between multiple investment portfolios
- Prepare LOAs and chase policy information from third-party providers
- Assist the advisory team with tax year-end, using client allowances such as ISA, CGT and pension contributions
- Assist with Trust planning paperwork, such as the creation of Trust documents, Deed of Appointments and Deed of Assignments
- Handle client queries via phone, email and letter as required
- Liaise with all team members and third parties (St. James’s Place, stockbrokers, accountants, other financial providers) regarding clients and their investments
- Answer phones, take clear, detailed messages, screen and direct calls to the appropriate team member
- Photocopy, scan and upload documents to electronic client records
- Ensure data entry and document filing adhere to 77WM procedures, maintaining rigor so all client and 77WM data is accurate and easily retrieved
- Work closely with and assist other departments as required
To succeed, you must have a positive attitude, exceptional customer-service skills, be organised, professional and detail-oriented.
What we expect:
- High motivation and a strong commitment to delivering outstanding client care
- A professional and mature approach across all areas of the business
- Effective problem-solving abilities
- Strong attention to detail
- Excellent communication skills and the ability to collaborate well within a team
- Confidence working to deadlines and balancing competing priorities
- Initiative and a proactive approach to completing tasks
- A positive, solutions-focused attitude
- Familiarity with Office 365, SharePoint, Salesforce and OneDrive (preferred)
- Previous experience within the financial services industry (desirable but not essential)
In return, you will have the opportunity to work for a fast-growing, prestigious company based in newly refurbished offices set within beautiful country surroundings.
Benefits: Free on-site parking, an Employee/Client referral programme, professional study support, pension and an extra day off for your birthday. Due to the office location, your own transport is essential.
Administrator, Financial Services employer: Gfhr-Consulting
SeventySeven Wealth Management is an exceptional employer that prioritises integrity, efficiency, and outstanding client care within a supportive and collaborative work environment. Employees benefit from professional growth opportunities, a positive culture, and perks such as free on-site parking and study support, all while working in beautifully refurbished offices in a serene country setting. Join our dedicated team and contribute to delivering excellence in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator, Financial Services
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Gfhr-Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrator, Financial Services
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Gfhr-Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Gfhr-Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Gfhr-Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Gfhr-Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Gfhr-Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Gfhr-Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
