At a Glance
- Tasks: Provide top-notch admin support to financial consultants and ensure smooth client interactions.
- Company: Dynamic financial services firm with over 80 years of trusted expertise.
- Benefits: Up to £33,000 salary, generous holiday allowance, private medical insurance, and professional development funding.
- Other info: Inclusive workplace with great staff retention and opportunities for career growth.
- Why this job: Gain valuable experience in finance while making a real impact on client satisfaction.
- Qualifications: Previous office support experience, strong attention to detail, and excellent communication skills.
The predicted salary is between 33000 - 33000 £ per year.
Location: Wellington
Salary: Up to £33,000 DOE
Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm
Key Highlights of the Benefits Package:
- Matched pension contributions up to 5%, plus reinvestment of employer NI savings
- Private medical insurance for all permanent employees
- Life assurance (4 salary) and income protection (75% salary in long term illness)
- Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
- Full funding for professional exams, training and subscriptions
- Electric car, cycle to work and season ticket schemes
- Long service awards, referral bonuses, and paid volunteering time
The Company:
A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.
The Role:
The primary purpose of this role is to provide high quality administrative support to Financial Consultants, playing a vital part in the smooth day to day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes.
Key Duties:
- Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
- Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
- Liaise with clients on any administration queries they may have
- Manage client service needs and client expectations to ensure client satisfaction
- Ensure action points resulting from client meetings get diarised and dealt with
- Preparation of meeting packs, to include new business for signing up
- Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
- Organise client review meetings as per the company process as required
- Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
- Ensure follow up letters are sent in a timely manner
- Maintenance of client records
- General administrative support
About you:
- Previous office support experience within a corporate environment
- Accuracy and strong attention for detail
- Excellent organisational and time management
- The ability to work under pressure and prioritise
- Excellent communication, both verbal and written
- Competent IT user
- A positive and proactive approach to work and a desire to help and support the wider team
- Calm and considered outlook in approach to problem solving
Client Relationship Administrator / PA in Wellington employer: Job Search Place Limited
Join a dynamic and forward-thinking financial services company in Wellington, where you will be part of a vibrant and inclusive work culture that prioritises employee well-being and professional growth. With generous benefits including matched pension contributions, private medical insurance, and extensive holiday allowances, this role as a Client Relationship Administrator/PA offers a unique opportunity to develop your skills while supporting a dedicated team in delivering exceptional client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Administrator / PA in Wellington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Job Search Place Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Administrator / PA in Wellington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Job Search Place Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Job Search Place Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Job Search Place Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Job Search Place Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Job Search Place Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Job Search Place Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
