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- Tasks: Deliver exceptional client service and manage documentation for a smooth financial planning journey.
- Company: Established financial planning firm focused on client relationships.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a collaborative team and make a real difference in clients' financial lives.
- Qualifications: 2+ years in financial services with strong client care skills.
- Other info: Fast-paced environment with a focus on teamwork and attention to detail.
The predicted salary is between 25000 - 32000 £ per year.
An established and client-focused financial planning firm is seeking a Client Service Administrator to support the delivery of high-quality advice and maintain strong relationships with clients. This is a collaborative role where you'll work closely with advisers, clients, and internal teams to ensure a smooth and professional experience throughout the financial planning journey.
Key Responsibilities:
- Provide exceptional, personalised client service to ensure a smooth and efficient experience
- Prepare and manage client documentation and maintain accurate client records
- Liaise directly with clients, attend meetings where needed, provide updates, and respond to queries
- Support the coordination of client administration, including tracking investments and assisting in the execution of financial plans
Candidate Profile:
The ideal candidate will have at least 2 years of experience in financial services, with a strong focus on client care and operational support. They will be a confident communicator, highly organised, and proficient in Microsoft Office tools. Attention to detail and the ability to work collaboratively in a fast-paced environment are essential.
Client Service Administrator in Northallerton employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Administrator in Northallerton
✨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 a Client Service 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 interviews by practising common questions related to client service and financial planning. We recommend role-playing with a friend or using online resources to get comfortable with your responses. Confidence is key!
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed client documentation or improved processes in previous roles. This will demonstrate your ability to handle the responsibilities of the position.
✨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 are proactive about their job search. Good luck!
We think you need these skills to ace Client Service Administrator in Northallerton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client service experience and any relevant financial services background to show us you're the right fit!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client service and how your previous roles have prepared you for this position. Keep it friendly and professional!
Showcase Your Communication Skills: As a Client Service Administrator, communication is key. In your application, give examples of how you've effectively communicated with clients or colleagues in the past. We want to see your confident communicator side!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Client Service Basics
Make sure you brush up on the fundamentals of client service in financial planning. Understand what exceptional client care looks like and be ready to share examples from your past experience that highlight your ability to maintain strong relationships with clients.
✨Showcase Your Organisational Skills
Since this role requires a high level of organisation, prepare to discuss how you manage client documentation and records. Bring specific examples of how you've successfully tracked investments or coordinated client administration in previous roles.
✨Communicate Confidently
As a confident communicator, practice articulating your thoughts clearly. Be prepared to answer questions about how you handle client queries and updates. Role-play with a friend to get comfortable with discussing your approach to client interactions.
✨Familiarise Yourself with Microsoft Office
Proficiency in Microsoft Office is key for this position. Brush up on your skills, especially in Excel and Word. Consider preparing a quick demo of how you would use these tools to manage client information or create reports during the interview.
