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- Tasks: Be the go-to person for client queries and manage vital financial information.
- Company: Join a dynamic financial services team in Liverpool.
- Benefits: Enjoy 33 days of leave, pension contributions, and support for your professional growth.
- Why this job: Make a real difference by helping clients navigate their financial journeys.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Great opportunity for career development in a supportive environment.
The predicted salary is between 24000 - 30000 £ per year.
Location: Liverpool
Salary: Up to £30,000p/a DOE
HRGO are currently recruiting for a Client Support Administrator in the Liverpool City Region with experience in Financial Services. In this position, you will be the primary contact for many clients and providers.
Responsibilities:
- Act as a key point of contact for client enquiries, responding promptly and with professionalism and care.
- Update, manage, and maintain client information, including reports, valuations, and performance data.
- Oversee the administration of investment and pension activity, including transfers, withdrawals, and fund changes.
- Provide administrative support throughout the delivery of financial planning, investment, and estate planning recommendations.
- Prepare and send out review documents, reports, and suitability correspondence with a strong focus on accuracy.
- Maintain and streamline back-office systems to ensure data integrity and efficient workflows.
- Work closely with advisers, paraplanners, clients, and product providers to ensure cases progress smoothly and on schedule.
Key skills and requirements:
- A minimum of one year's experience within an IFA environment or a broader financial services role.
- Good understanding of pensions, investments, and platform processes.
- Confident user of industry software (such as Intelliflo, FE, or Dynamic Planner) along with strong MS Office skills.
- Excellent communication abilities, both written and verbal.
- An organised, process-focused approach with a commitment to delivering high-quality client service.
Additional benefits:
- 33 days of annual leave, including bank holidays.
- Employer pension contributions.
- Support for professional qualifications and ongoing development.
If you are interested in this position, please call Mia at (phone number removed) or email (url removed).
Client Support Administrator in Liverpool employer: HR GO Recruitment
Contact Detail:
HR GO Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator in Liverpool
✨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 Support 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! Research common questions for client support roles and practice your responses. Highlight your experience with pensions and investments, and don’t forget to showcase your communication skills – they’re key in this line of work!
✨Tip Number 3
Show off your tech skills! Familiarise yourself with industry software like Intelliflo or Dynamic Planner. If you can demonstrate your proficiency during interviews, it’ll give you a serious edge over other candidates.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Client Support Administrator gig. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Client Support Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Support Administrator role. Highlight your experience in financial services and any relevant software skills. We want to see how your background aligns with what we're looking for!
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 you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since you'll be the primary contact for clients, it's crucial to demonstrate your excellent communication abilities. Use clear and concise language in your application, and make sure to proofread for any errors. We appreciate attention to detail!
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 and submit your details!
How to prepare for a job interview at HR GO Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially pensions and investments. Familiarise yourself with the software mentioned in the job description, like Intelliflo or Dynamic Planner, so you can confidently discuss how you've used similar tools in the past.
✨Showcase Your Communication Skills
As a Client Support Administrator, communication is key. Prepare examples of how you've effectively handled client enquiries or resolved issues in previous roles. Practise articulating your thoughts clearly and professionally, as this will demonstrate your ability to connect with clients and colleagues alike.
✨Be Organised and Process-Focused
Highlight your organisational skills during the interview. Share specific instances where you've streamlined processes or maintained data integrity in your previous roles. This will show that you understand the importance of efficiency in a back-office environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client support and how they measure success in this role. This not only shows your interest in the position but also gives you a chance to assess if the company aligns with your career goals.
