At a Glance
- Tasks: Support clients and ensure smooth office operations in a dynamic financial planning firm.
- Company: Join a vibrant financial services team in Henley-on-Thames focused on client success.
- Benefits: Earn up to £35K, enjoy bonuses, private medical insurance, and a supportive work culture.
- Other info: Enjoy team outings and professional development opportunities in a collaborative setting.
- Why this job: Be part of a fast-paced environment where your contributions truly matter and grow your career.
- Qualifications: Experience in office support, client management systems, and excellent communication skills required.
The predicted salary is between 30000 - 35000 £ per year.
Our client is a dynamic and client-focused financial planning firm based in Henley. They provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment, driven by professionalism, collaboration, and a strong commitment to client service. They take pride in fostering an open and supportive culture where every team member contributes to our collective success.
With a team comprising financial advisers, client liaisons, and operational specialists, they are dedicated to delivering a seamless client experience. The work culture is best described as manic, kind, and open - where hard work is balanced with camaraderie and a commitment to excellence. They embrace technology, including AI-driven solutions, to enhance efficiency and streamline financial processes.
The Client Liaison role is pivotal in providing administrative and technical support to the Practice, ensuring relationships with clients are optimised and that the daily operations of the office run smoothly. Responsibilities include:
- Pre-meeting preparation and post-meeting follow-up, including accurately updating client files on Salesforce CRM.
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers, and third parties.
- Meeting and greeting clients and visitors to the Practice.
- Running reports, illustrations, and collating key data.
Previous experience in an office support role, ideally in financial services or a related sector, is required. Experience using client management systems such as Salesforce is essential. Candidates should possess excellent face-to-face and telephone client interaction skills, with the ability to build rapport swiftly. Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel) is also necessary.
Key attributes include:
- Quality Focus: Takes personal responsibility for work quality and meets deadlines with minimal supervision.
- Planning and Organising: Effectively manages time, priorities, and resources.
- Client Care: Builds and maintains a first-class experience for clients through high-quality service.
Company Culture & Work Environment:
- Fast-Paced & High-Performing: The role demands agility and efficiency in managing client relationships and financial processes.
- While primarily an office-based role, occasional flexibility in working arrangements is acknowledged.
- Career Progression: Professional growth is encouraged, supporting team members in obtaining relevant qualifications and advancing their careers within the financial services sector.
Salary: £30,000 - £35,000 per annum, depending on experience.
Bonus: Discretionary quarterly bonus.
Pension: Company pension scheme with up to 5% matching contributions.
Private Medical Insurance & Protection Benefits.
Team Incentives & Social Events: Regular team outings, dinners, and a supportive work environment.
Career Development: Support for industry exams and professional growth opportunities.
Administrator - Independent Financial Adviser (Ifa) in Oxford employer: Goodall-Smith Wealth Management Ltd
Our client is an exceptional employer located in the picturesque Henley-on-Thames, offering a vibrant work culture that prioritises collaboration and client service. With a strong commitment to employee growth, they provide opportunities for professional development and support for industry qualifications, all while fostering a supportive environment filled with camaraderie and team incentives. The role of Administrator - Independent Financial Adviser is integral to their mission, allowing you to thrive in a fast-paced setting while enjoying benefits such as a competitive salary, discretionary bonuses, and private medical insurance.
Contact Details:
Goodall-Smith Wealth Management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Independent Financial Adviser (Ifa) in Oxford
✨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 an Administrator role. 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 those interviews by researching the company culture and values. Since this role is all about client care and teamwork, think of examples from your past experiences that showcase your ability to build rapport and work collaboratively.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We love seeing applications come directly from motivated candidates who are eager to join our dynamic team.
We think you need these skills to ace Administrator - Independent Financial Adviser (Ifa) in Oxford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Liaison role. Highlight any previous office support experience, especially in financial services, and don’t forget to mention your proficiency with Salesforce and Microsoft Office.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for client care and how you can contribute to our dynamic team. Be sure to mention why you’re excited about working in a fast-paced environment like ours.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure to demonstrate your excellent communication skills in your application. Whether it’s through your writing style or examples of past experiences, let us see how you build rapport with clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Goodall-Smith Wealth Management Ltd
✨Know Your Client Care
Since the role is all about building and maintaining client relationships, make sure you understand the importance of client care. Prepare examples of how you've provided excellent service in previous roles, especially in fast-paced environments.
✨Master the Tech
Familiarise yourself with Salesforce and any other client management systems mentioned in the job description. If you can, practice using these tools before the interview to show that you're proactive and tech-savvy.
✨Showcase Your Communication Skills
This position requires effective communication with clients and colleagues alike. Be ready to demonstrate your ability to build rapport quickly, whether through role-play scenarios or by sharing past experiences where your communication made a difference.
✨Embrace the Culture
The company values a kind and open culture, so be prepared to discuss how you fit into this environment. Share examples of teamwork and collaboration from your past roles, and express your enthusiasm for contributing to a supportive workplace.
