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- Tasks: Manage client queries and improve processes while supporting financial advisers.
- Company: Join a dynamic team at Nucleus, focused on making retirement rewarding.
- Benefits: Enjoy competitive salary, pension, private medical insurance, and flexible working options.
- Other info: Fast-paced culture with opportunities for personal growth and continuous improvement.
- Why this job: Make a real difference in clients' lives while developing your skills in a supportive environment.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 25000 - 25000 £ per year.
We are currently working with a company who are looking for a proactive and customer-focused Client Solutions Administrator to join our Client Solutions Operations team. This is a dynamic and rewarding role that blends exceptional service delivery with process improvement — all while supporting financial advisers to achieve the best outcomes for their clients.
This role has a salary of £25,000 working 35 hours per week Monday - Friday 9am to 5pm with a 1-hour lunch. This is a fully office based role.
Servicing our clients is at the heart of this role, balancing customer needs and expectations with managing a diverse and dynamic workload. Each day, you'll handle numerous queries, aiming to resolve them within agreed timeframes to support advisers in achieving optimal outcomes for their clients.
Why Join the Team?Join the Client Solutions Operations team and enjoy a comprehensive benefits package designed to support your financial security, work-life balance, and overall wellbeing:
- Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
- Work-Life Balance: Potential for hybrid working opportunities, 25 days holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.
- Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.
What you’ll be doing:
At the heart of this role, you'll be managing a range of queries daily from payments and transfers to pension and platform queries, ensuring everything is resolved within agreed timeframes. It’s fast-paced, varied, and requires strong prioritisation skills.
You’ll also:
- Act as a key contact for client servicing – delivering accurate and efficient responses with a smile.
- Identify and contribute to improvements in processes and controls, helping us safeguard client assets and enhance service.
- Collaborate across the department, stepping in to support where needed and sharing knowledge generously.
- Contribute to a culture of continuous improvement by spotting opportunities to streamline the customer journey.
What you bring:
You’re likely the one friends turn to for advice, organisation, and a well-thought-out plan. You genuinely care about people, and it shows in the way you work. You're not only great at asking the right questions — you're quick to solve problems and keep things moving.
You’ll thrive in this role if you:
- Have experience in financial services
- Are a natural relationship builder with excellent communication skills
- Balance attention to detail with the ability to spot what really matters
- Adapt easily to shifting priorities and support others with a can-do attitude
- Think creatively and love finding better ways to get things done
- Take pride in mentoring and helping others succeed
- Want to make a difference and enjoy doing it
You will be responsible for identifying areas for control improvement, assisting in the design and implementation of these enhancements to better serve clients and protect their funds.
A little about us: Our purpose at Nucleus is to help make retirement more rewarding, with a vision to build the best retirement-focused platform in the UK. It is this purpose that drives everything we do. Whether you are working in a role that is customer-facing or not, you’ll need to be service-obsessed to work here.
It’s a fast paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our customers. We believe in you having your own chunk of responsibility and being trusted to make things happen.
Nucleus’ culture is something our people believe sets us apart from other places they’ve worked.
Inclusion and diversity at Nucleus: As with most things in life, who cares, wins. We really care about inclusion. For us this is not a box-ticking thing, it’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable.
We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.
Client Administrator in Scotland employer: greenbean
Contact Detail:
greenbean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator in Scotland
✨Tip Number 1
Get to know the company culture! Before your interview, check out their website and social media. This will help you understand what they value and how you can fit in. Plus, it gives you some great talking points!
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. This will help you feel more confident and articulate when it’s your turn to shine.
✨Tip Number 3
Show off your problem-solving skills! Think of examples from your past experiences where you’ve tackled challenges head-on. This is especially important for a role like Client Administrator where quick thinking is key.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s just good manners!
We think you need these skills to ace Client Administrator in Scotland
Some tips for your application 🫡
Show Your Customer Focus: In your application, make sure to highlight your customer service skills. We want to see how you’ve gone above and beyond to help clients in the past. Share specific examples that demonstrate your proactive approach!
Tailor Your CV: Don’t just send out the same CV for every job! Take a moment to tweak it for this role. Emphasise your experience in financial services and any relevant skills that match what we’re looking for. It shows us you care!
Be Clear and Concise: When writing your cover letter or application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about why you’d be a great fit for our team.
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 don’t miss out on any important updates from us during the process!
How to prepare for a job interview at greenbean
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Administrator inside out. Familiarise yourself with common queries related to payments, transfers, and pensions. This will not only help you answer questions confidently but also show your genuine interest in the position.
✨Showcase Your People Skills
Since this role is all about client servicing, be prepared to demonstrate your excellent communication skills. Think of examples where you've successfully resolved customer issues or built strong relationships. This will highlight your ability to connect with clients and support financial advisers effectively.
✨Emphasise Problem-Solving Abilities
The interviewers will want to know how you handle challenges. Prepare to discuss specific instances where you've identified process improvements or streamlined workflows. This shows that you're proactive and can contribute to the continuous improvement culture they value.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the team dynamics or the company's approach to client servicing. This demonstrates your enthusiasm for the role and helps you gauge if the company culture aligns with your values.