At a Glance
- Tasks: Prepare client review packs and manage appointment scheduling with a focus on accuracy.
- Company: Join a leading Chartered Independent Financial Planning company with a strong team culture.
- Benefits: Enjoy private medical insurance, enhanced leave, and unique employee discounts.
- Other info: Flexible working hours and opportunities for career advancement in a supportive environment.
- Why this job: Be part of a dynamic team that values long-term client relationships and professional growth.
- Qualifications: Experience in administration, strong communication skills, and proficiency in Microsoft Office.
The predicted salary is between 21600 - 32400 £ per year.
Location: Hybrid working - office locations in Wimborne, Christchurch, and Romsey
Salary: Up to £27,000.00 per annum
Hours / days: 37.5 hours per week, 09:00 – 17:00 (30 minute lunch break) - Monday to Friday. Core hours are 10:00 - 16:00 with flexible working available between 08:00 - 18:00 hours.
Pension: 3% of gross salary
Benefits; Private Medical Insurance, inc. Dental and Optical (available after successful completion of probation), enhanced annual leave and sickness policy, Employee Assistance Program, Employee discount on Heritage products, Bright Exchange – employees can access unique discounts, social events – Summer and end of year parties, on-site parking - where applicable.
Bonus: Annual discretionary bonus
Introduction
We are a highly relationship-based Chartered Independent Financial Planning company, dedicated to fostering long-term client partnerships and delivering an exceptional level of service.
We are seeking a highly organised and professional Client Review Administrator to join our team. This is an important and busy role that requires attention accuracy and detail.
The successful candidate will be responsible for producing client review packs, not only the timely production but also maintaining our back office system and making sure that it is up to date and accurate.
Key Responsibilities
- Client Review Pack Production: Prepare and assemble comprehensive client review packs, ensuring accuracy and attention to detail. Ensure review packs are dispatched to both clients and advisers promptly. Make sure that the back-office systems are kept up to date and accurate for client reviews, helping to continually improve the review process and client-facing review document.
- Client Appointment Scheduling: Proactively manage and schedule client review appointments across our office locations. Utilise Calendly (where appropriate) to streamline the booking process and ensure efficient scheduling, together with contacting clients via telephone and email to confirm and arrange convenient appointment times. Maintain accurate and up-to-date appointment records in our CRM system, Intelliflo. Effectively manage the diaries of financial advisers to optimise client review appointment scheduling.
- Reception Cover: Provide temporary cover for reception duties during staff absences (sick leave, annual leave) across all sites. Greet clients and visitors in a professional and friendly manner. Answer and direct incoming calls, taking messages as necessary. Manage incoming and outgoing post.
- Administrative Support: Assist the administrator team with low-level client tasks. General Administration and Servicing - updating both providers and back-office systems for changes such as client personal details, processing notification of POA and processing death certificates, and other such tasks. Back-office Systems - Maintaining accuracy and data cleansing of our back-office system, Intelliflo (IO). Projects – involvement with projects such as Annual Capital Gains Tax Reporting.
- Teamwork: Work collaboratively with team members to ensure efficient office operations. Communicate effectively with colleagues and contribute to a positive working environment. Take on other administrative tasks and activities as required by the business. Any other duties as required by the business.
Requirements/Qualifications
- Proven experience in an administrative role, ideally within a financial services environment.
- Excellent telephone manner and communication skills.
- Strong organisational and time management skills, with the ability to prioritise tasks effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Experience using Intelliflo CRM, preferred but not essential.
- Experience using online scheduling tools such as Calendly, preferred but not essential.
- Ability to work independently and as part of a team.
- A friendly, professional, and customer-focused approach.
- Ability to travel between offices.
Seniority level: Entry level
Employment type: Full-time
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Bournemouth, England, United Kingdom 1 day ago
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Client Review Administrator in Wimborne Minster employer: Heritage Investments
Heritage Investments is an exceptional employer that values its employees through a supportive work culture and a range of benefits, including private medical insurance and enhanced annual leave. With flexible working hours and opportunities for professional growth, employees can thrive in a collaborative environment while enjoying unique perks such as social events and discounts on Heritage products. Located in the picturesque areas of Wimborne, Christchurch, and Romsey, this role offers a perfect blend of professional fulfilment and work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Review Administrator in Wimborne Minster
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Heritage Investments. Understand their values and what they stand for. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills match the role of Client Review Administrator, especially your organisational and communication skills.
✨Tip Number 3
Dress the part! Even if it’s a hybrid role, showing up in smart attire can make a great first impression. It shows you take the opportunity seriously and are ready to represent the company well.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your appreciation for the opportunity and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Review Administrator in Wimborne Minster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Review Administrator role. Highlight your administrative experience and any relevant skills, like using Intelliflo or scheduling tools. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our needs. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us that you can do the same!
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’s super easy – just follow the prompts!
How to prepare for a job interview at Heritage Investments
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Review Administrator. Familiarise yourself with tasks like producing client review packs and managing appointment schedules. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work, especially when dealing with client information.
✨Practice Your Communication Skills
As you'll be interacting with clients and colleagues, it's crucial to convey your thoughts clearly and professionally. Consider doing mock interviews with a friend or family member to practice your telephone manner and communication style. This will help you feel more confident during the actual interview.
✨Familiarise Yourself with Relevant Tools
If you have experience with tools like Intelliflo or Calendly, be prepared to discuss how you've used them in previous roles. If not, take some time to learn about these systems and their functionalities. Showing that you're proactive about learning new tools can set you apart from other candidates.
