Hybrid Client Services Administrator – Financial Planning in London
Hybrid Client Services Administrator – Financial Planning

Hybrid Client Services Administrator – Financial Planning in London

London Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the Client Services Team by managing client interactions and documentation.
  • Company: Leading financial planning firm with a focus on client satisfaction.
  • Benefits: Competitive pay, private medical insurance, and hybrid working options.
  • Why this job: Join a dynamic team and enhance your skills in a supportive environment.
  • Qualifications: Strong communication, organisational skills, and CRM knowledge required.
  • Other info: Opportunity for further training and career development.

The predicted salary is between 28800 - 43200 £ per year.

A leading financial planning firm is looking for a Client Service Administrator to support their Client Services Team in London. This hybrid role requires excellent communication and organizational skills as you manage client interactions and documentation processes.

Candidates must demonstrate good technical knowledge using CRM systems and a willingness to pursue further training. The position comes with competitive compensation and various employee benefits, including private medical insurance and a hybrid working policy.

Hybrid Client Services Administrator – Financial Planning in London employer: Jenson Fisher Consulting Ltd

As a leading financial planning firm based in London, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee growth and development. Our hybrid working policy allows for flexibility, while our comprehensive benefits package, including private medical insurance, ensures that our team members feel valued and secure. Join us to be part of a collaborative culture where your contributions are recognised and rewarded, making a meaningful impact in the lives of our clients.
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Contact Detail:

Jenson Fisher Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Hybrid Client Services Administrator – Financial Planning in London

Tip Number 1

Network like a pro! Reach out to people in the financial planning industry on LinkedIn or at local events. A friendly chat can lead to opportunities that aren’t even advertised yet.

Tip Number 2

Prepare for those interviews! Research the company and practice common interview questions. We want you to feel confident when discussing your skills, especially your CRM knowledge and client interaction experience.

Tip Number 3

Show off your organisational skills! During interviews, share examples of how you've managed client documentation processes in the past. This will highlight your fit for the role and impress the hiring team.

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!

We think you need these skills to ace Hybrid Client Services Administrator – Financial Planning in London

Communication Skills
Organisational Skills
Client Interaction Management
Documentation Processes
Technical Knowledge of CRM Systems
Willingness to Pursue Further Training
Attention to Detail
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your communication and organisational skills, as these are key for the Client Services Administrator role. We want to see how your experience aligns with the job description, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your technical knowledge of CRM systems can benefit our team. Remember, we love a bit of personality, so let your enthusiasm show!

Show Off Your Tech Skills: Since the role requires good technical knowledge, make sure to mention any CRM systems you’ve used in the past. If you’ve taken any training or courses, include those too! We appreciate candidates who are eager to learn and grow.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Jenson Fisher Consulting Ltd

Know Your CRM Systems

Make sure you brush up on your technical knowledge of CRM systems before the interview. Be ready to discuss your experience with these tools and how you've used them to enhance client interactions in previous roles.

Showcase Your Communication Skills

Since this role heavily relies on communication, prepare examples that highlight your ability to manage client interactions effectively. Think about times when you resolved issues or improved client satisfaction through clear communication.

Organisational Skills are Key

Demonstrate your organisational skills by discussing how you manage documentation processes. Bring examples of how you've kept track of multiple tasks or projects simultaneously, especially in a fast-paced environment.

Express Your Willingness to Learn

The firm values candidates who are eager to pursue further training. Be prepared to talk about any additional training or certifications you're interested in and how they can benefit your role as a Client Service Administrator.

Hybrid Client Services Administrator – Financial Planning in London
Jenson Fisher Consulting Ltd
Location: London

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