At a Glance
- Tasks: Provide top-notch admin support to financial consultants and manage client relationships.
- Company: Dynamic financial services company with over 80 years of trusted expertise.
- Benefits: Up to £33,000 salary, generous holiday allowance, private medical insurance, and matched pension contributions.
- Other info: Inclusive workplace with great career growth and professional development opportunities.
- 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 (4x 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
Equal Opportunity Statement:
Office Angels is an equal‑opportunity employer who puts expertise, energy and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Client Relationship Administrator / PA (Financial Services) in Wellington employer: Job Search Place Limited
Join a dynamic and forward-thinking financial services company in Wellington, where you will be supported by 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 contributing to exceptional client outcomes in a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Administrator / PA (Financial Services) in Wellington
✨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 Relationship 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 interviews by researching the company and its culture. Since this role is all about client relationships, think of examples from your past experiences where you've excelled in communication and organisation. Show them you’re the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply directly through our website! We love seeing applications come in from motivated candidates like you. Plus, it gives you a chance to showcase your skills and personality right from the start.
We think you need these skills to ace Client Relationship Administrator / PA (Financial Services) in Wellington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Client Relationship Administrator role. Highlight your previous office support experience and any relevant financial services knowledge to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've provided excellent client service or managed busy workloads in the past.
Showcase Your Communication Skills:Since communication is key in this role, make sure your written application is clear and professional. Pay attention to grammar and spelling – we love detail-oriented candidates who take pride in their work!
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 don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at Job Search Place Limited
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Relationship Administrator/PA in financial services. Familiarise yourself with the key duties listed in the job description, such as managing client meetings and ensuring compliance. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to showcase your communication skills during the interview. Practice articulating your thoughts clearly and confidently. You might even want to prepare examples of how you've successfully managed client relationships or resolved issues in previous roles.
✨Demonstrate Your Organisational Skills
The ability to stay organised is crucial for this position. During the interview, share specific examples of how you've effectively managed multiple tasks or prioritised workloads in a busy environment. Consider discussing any tools or methods you use to keep yourself organised, as this will highlight your proactive approach.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, or opportunities for professional development. This shows that you're not only interested in the role but also in how you can grow within the company. It’s a great way to leave a positive impression!
