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- Tasks: Provide admin support to Financial Advisers and manage client information.
- Company: Join a rewarding organisation with a supportive team culture.
- Benefits: £24,000 salary, 30 days holiday, gym membership, and NHS cash plan.
- Other info: Enjoy team socials and a dynamic work environment.
- Why this job: Kickstart your career in Financial Services with full training and growth opportunities.
- Qualifications: No prior experience needed; just a desire to learn and develop.
The predicted salary is between 24000 - 24000 £ per year.
Overview: This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What's most important is the desire to learn and build a worthwhile career.
Working Hours: 5 days per week – Monday to Friday – 9am until 5pm.
Contract Type: Permanent
Salary & Benefits:
- Salary: £24,000 per annum.
- 30 days holiday (inclusive of bank holidays, increasing with length of service; Christmas company shutdown is also in addition).
- NHS Top up Medical Cash Plan (increasing with length of service).
- Gym membership.
- Free onsite parking.
- Bike to work scheme.
- Exam support and funding.
- In-house development path for those who want to develop within various roles.
- Team socials.
Role Purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business's Financial Advisers and wider business.
Key Duties and Responsibilities:
- Prep of meeting packs (new and review).
- Completion of Annual Review letters within timescale.
- Completion and updating of client personal information and details.
- Completion of Fund switch letters within timescale.
- Completing client change requests in contributions/bank details/addresses.
- Diary Management.
- Appointment booking via telephone and email.
- Review and overdue meeting management.
- Adding leads and prospects to the system.
- Withdrawals - taking client instruction and completing security checks.
- Online access registering.
- Pre-population of client information in various key documents.
- ID & anti-money laundering checks.
- Logging documentation on an internal server.
- Client meeting reminders.
- Preparation of welcome packs/sending.
- Certifying documents.
- Policy services request for information.
- Calling third-party providers for information.
- Scanning and processing incoming post.
- Answering of incoming office calls.
- Supporting with any broader general office support.
- Supporting with client generic queries.
Person Specification:
- Genuine interest in Financial Services.
- Confident phone manner and dealing with clients.
- Keen to develop and learn.
- High level of attention to detail.
- Highly organised and works with a proactive attitude.
- Excellent written and verbal communication skills.
- Excellent IT Skills.
- Approaches work positively with a can-do attitude and takes responsibility for own tasks.
- Manages time effectively and can work within set timescales.
- Works well as an individual and as part of a large team.
Client Servicing Administrator in Wales employer: Marstep Resourcing Solutions
Contact Detail:
Marstep Resourcing Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Administrator in Wales
✨Tip Number 1
Get to know the company culture! Before your interview, do a bit of research on the organisation. Check out their website and social media to see what they're all about. This will help you connect with them during the chat and show that you're genuinely interested.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills and experiences align with the role of Client Servicing Administrator. The more comfortable you are, the better you'll come across!
✨Tip Number 3
Show off your enthusiasm! When you're chatting with potential employers, let your passion for learning and growing in the financial services sector shine through. They want to see that you're eager to develop and contribute to the team.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your appreciation for the opportunity and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your interest in the role!
We think you need these skills to ace Client Servicing Administrator in Wales
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for the role shine through! We want to see that you're genuinely excited about joining our Client Servicing team and eager to learn. A positive attitude can make all the difference!
Tailor Your CV: Make sure your CV is tailored to the job description. Highlight any relevant skills or experiences that align with the key duties and responsibilities listed. Even if you don’t have direct experience, showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Use it to explain your interest in financial services and how your proactive attitude will contribute to our team. Keep it concise but impactful!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Marstep Resourcing Solutions
✨Show Your Enthusiasm for Learning
Since prior experience isn't essential, make sure to express your eagerness to learn and grow within the role. Share examples of how you've tackled new challenges in the past, highlighting your proactive attitude and willingness to develop your skills.
✨Demonstrate Your Organisational Skills
As a Client Servicing Administrator, being organised is key. Prepare to discuss how you manage your time and tasks effectively. You could mention specific tools or methods you use to stay on top of your responsibilities, which will show that you can handle the demands of the role.
✨Practice Your Communication Skills
With a focus on client interaction, it's crucial to showcase your verbal and written communication abilities. Consider practising common interview questions with a friend or family member, ensuring you convey your thoughts clearly and confidently, just as you would when dealing with clients.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and team dynamics. This not only shows your interest in the role but also helps you determine if the organisation is the right fit for you.