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For Companies At a Glance
- Tasks: Support advisers and ensure clients receive top-notch service in a dynamic role.
- Company: Join a reputable financial services firm known for its growth and supportive culture.
- Benefits: Enjoy flexitime, remote work options, a bonus scheme, and a company pension.
- Why this job: Be part of a friendly team that values personal and professional development.
- Qualifications: 2+ years in admin within financial services, excellent communication, and CRM skills required.
- Other info: Ideal for those who thrive in busy environments and love multitasking.
The predicted salary is between 28800 - 43200 £ per year.
Howard James Recruitment are proud to be working in partnership with a long-standing and growing financial services firm as they look to appoint a Client Services Administrator. This is a brilliant opportunity for someone with experience in the financial services sector who is looking to take the next step in their career within a supportive and professional environment.
The Role: This position plays a key part in supporting advisers and ensuring clients receive a first-class experience. It’s ideal for someone who thrives in a busy, varied role and enjoys being the go-to person for all things admin and operations.
Key Responsibilities:
- Serve as the first point of contact for clients and third parties
- Book and coordinate meetings for advisers, ensuring client review timescales are met
- Prepare client documentation ahead of meetings and complete post-meeting follow-up
- Maintain and update client records using CRM systems, including Salesforce
- Liaise with head office, admin centres, and third parties to ensure seamless service delivery
- Attend forums, workshops, and training sessions for personal development
What We’re Looking For:
- At least 2 years' experience in a similar administrative role within an IFA/Wealth Management or financial services setting
- Discretion, integrity, and a professional approach
- Excellent communication skills – both verbal and written
- Confident working independently and as part of a team
- Proficient in Microsoft Office and CRM platforms (especially Salesforce)
- Strong organisational skills and meticulous attention to detail
- A flexible, can-do attitude and the ability to juggle priorities with a smile
What’s On Offer:
- Bonus scheme
- Company pension
- Flexitime
- Remote or hybrid working options (depending on location/experience)
- Supportive, friendly team environment
- Opportunities for personal and professional growth
If you’re an experienced administrator in the financial services sector, and you’re looking for your next challenge – we’d love to hear from you.
Client Administrator - Wealth Management employer: Howard James Recruitment Consultancy Ltd
Contact Detail:
Howard James Recruitment Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator - Wealth Management
✨Tip Number 1
Familiarise yourself with the financial services sector, especially wealth management. Understanding the nuances of this industry will help you speak confidently about your experience and how it aligns with the role.
✨Tip Number 2
Network with professionals in the financial services field. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 3
Brush up on your CRM skills, particularly with Salesforce. Being able to demonstrate your proficiency in managing client records and using CRM systems effectively will set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by thinking about scenarios where you've demonstrated strong organisational skills and attention to detail. Be ready to share specific examples that highlight your ability to manage multiple priorities.
We think you need these skills to ace Client Administrator - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in administrative roles within the financial services sector. Emphasise your skills in client communication, organisation, and any relevant software like Salesforce.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to provide excellent client service and support advisers effectively.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office and CRM systems. Provide examples of how you've used these tools to improve efficiency or enhance client interactions in previous roles.
Showcase Your Professionalism: Demonstrate your discretion, integrity, and professional approach in your application. Use examples from your past work to illustrate how you handle sensitive information and maintain a high standard of service.
How to prepare for a job interview at Howard James Recruitment Consultancy Ltd
✨Showcase Your Experience
Make sure to highlight your previous experience in administrative roles within the financial services sector. Be prepared to discuss specific examples of how you've supported advisers and managed client interactions.
✨Demonstrate Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. Prepare to discuss how you handle client queries and ensure a first-class experience.
✨Familiarise Yourself with CRM Systems
As proficiency in CRM platforms like Salesforce is essential, brush up on your knowledge of these systems. Be ready to explain how you've used them in past roles to maintain client records.
✨Exhibit Organisational Skills
Prepare to discuss how you manage multiple priorities and stay organised in a busy environment. Share examples of how you've successfully coordinated meetings and followed up on client documentation.
