At a Glance
- Tasks: Support our team by managing client interactions and ensuring smooth administration processes.
- Company: Join a friendly financial planning firm in Bristol focused on personalised client service.
- Benefits: Flexible 3-day work week, supportive environment, and opportunities for professional growth.
- Other info: Enjoy a dynamic role with a great team and the chance to learn in a professional setting.
- Why this job: Be the first point of contact for clients and make a real difference in their financial journey.
- Qualifications: Strong communication skills, attention to detail, and a positive attitude are essential.
The predicted salary is between 24000 - 30000 € per year.
We are looking for an enthusiastic, motivated and professional team player to join our team in Bristol for 3 days a week. We have a focus on providing a highly personalised financial planning service with the client at the heart of everything we do. We provide a supportive working environment with like-minded individuals who are professional and share a vision to provide a comprehensive client service.
You will be a team player, meticulous in your method of working, have excellent attention to detail and enjoy client interaction. Exceptional customer service, telephone and interpersonal skills are also required along with IT proficiency. We are looking for an administrator/sales support to join our team in which you will provide an efficient administration service.
Key Duties- Assist in processing new business and existing business
- Be the first point of contact for clients
- Organise client meetings and prepare client meeting packs
- Deal with client queries in a professional and efficient manner
- Manage relevant databases and spreadsheets
- Be responsible for the issuing and receipt of relevant paperwork such as quotations, valuations etc
- After relevant training to place investment trades
- Get involved in marketing initiatives
- Manage client relationships in a professional manner
- Identifying clients’ needs and objectives
- Ensuring all client records are fully compliant and up to date
- Excellent communication skills, both written and oral
- Mathematically strong
- Excellent telephone manner
- Previous experience working in a wealth management organisation is desirable but not essential.
- You need to have the drive and motivation to deliver and exceed client expectations
- Excellent organisational skills and the ability to manage your diary
- Ability to work under own initiative
- A good sense of humour and the willingness to take on a variety of tasks as and when required.
Administrator employer: kohncougar
Join our dynamic team in Bristol, where we prioritise a supportive and collaborative work culture that values each member's contribution. As an Administrator, you'll benefit from opportunities for professional growth while working alongside dedicated colleagues who share a commitment to exceptional client service. Enjoy a flexible work schedule and the chance to make a meaningful impact in the financial planning sector, all within a vibrant city known for its rich culture and community spirit.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for an Administrator role, and who knows? They might just have the perfect opportunity waiting for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their focus on client service. Think about how your skills can contribute to their mission and be ready to share specific examples from your past experiences.
✨Tip Number 3
Practice your communication skills! Since this role requires excellent interpersonal abilities, consider doing mock interviews with friends or family. This will help you feel more confident when discussing your experience and how you can enhance client interactions.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from enthusiastic candidates like you. It shows initiative and gives us a chance to see your genuine interest in joining our team.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Show Your Enthusiasm:Let your passion shine through in your application! We want to see that you're genuinely excited about joining our team and contributing to our client-focused service.
Tailor Your CV:Make sure your CV highlights your relevant skills and experiences. Focus on your attention to detail, communication skills, and any previous admin or customer service roles that align with what we’re looking for.
Craft a Personal Cover Letter:Use your cover letter to tell us why you’re the perfect fit for this role. Share specific examples of how you've provided exceptional service or managed client relationships in the past.
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 from our team!
How to prepare for a job interview at kohncougar
✨Know the Company Inside Out
Before your interview, take some time to research the company’s values and services. Understanding their focus on personalised financial planning will help you align your answers with their mission and show that you're genuinely interested in being part of their team.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, prepare examples that highlight your interpersonal skills. Think of situations where you’ve successfully handled client queries or worked collaboratively in a team. This will demonstrate your ability to connect with clients and colleagues alike.
✨Be Detail-Oriented
As an administrator, attention to detail is crucial. During the interview, mention specific instances where your meticulous nature has led to successful outcomes. Whether it’s managing databases or preparing meeting packs, showing that you can handle details effectively will set you apart.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle various client interactions. Think through potential scenarios and how you would respond professionally and efficiently. This will not only showcase your customer service skills but also your ability to think on your feet.
