At a Glance
- Tasks: Manage client pension processes and support Wealth Managers with administrative tasks.
- Company: Join a dynamic team in the Financial Services sector with a friendly culture.
- Benefits: Health insurance, wellness plan, fee-free investments, and career development opportunities.
- Other info: Fixed-term role until 2026, with two days in the office each week.
- Why this job: Make a real impact on client experiences while building your career in finance.
- Qualifications: Strong organisational skills and experience in administrative or client-facing roles.
The predicted salary is between 30000 - 40000 € per year.
About the role
We are looking for a candidate who will work within the Advisory team, helping to manage the administrative activities of the team. This will include document creation, the handling of certain processes on behalf of clients and helping manage activities with the pension administrator. This role will involve some client interaction and will work closely with the Wealth Managers, whilst also working closely with other stakeholders, such as the operations team and the pension administrator. The aim will be to help make all client processes as smooth as possible for clients while helping the Wealth Managers to have more time to engage with their clients. This role is a fixed-term position until the end of 2026 and requires working in our office two days per week.
Key Responsibilities
- Manage client pension processes, such as transfers and drawdowns, working with the pension administrator and the client to ensure the processes are as smooth as possible.
- Support with ad-hoc document generation and other tasks where clients need support.
- Contact ceding providers, where needed, for Pension or ISA transfers to ensure that transfers are handled correctly and efficiently.
- Help the client services team with some client interactions when volumes are very high.
- Reach out to clients where requests come from the operations or compliance team for further information - whether to check legitimacy of payments or to just some parts of client applications.
- Work closely with the operations team to ensure that client backoffice processes are properly managed and client experience is positive.
- Be the gatekeeper managing the variety of touch points with the pension administrator - to ensure that communication is properly orchestrated.
Must have
- A strong work ethic.
- High levels of organisational skills.
- A can do attitude and the ability to work in a fast paced environment.
- Have a strong ‘get up and go’ work ethic, with the ability to work at a high level in a fast-paced environment.
- Experience working in administrative, client facing or receptionist roles.
Nice to have
- A passion for startups and a strong interest in building a career in the Financial Services.
- Some knowledge of financial products, such as pensions and ISAs.
Benefits
- Health Insurance, Wellness plan
- Fee free investments on Moneyfarm platform
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!
Client Administrator- Fixed Term employer: Moneyfarm
Join our dynamic Advisory team as a Client Administrator, where you'll play a crucial role in ensuring seamless client processes and supporting Wealth Managers. With a strong focus on employee growth, we offer career development opportunities, health insurance, and a vibrant work culture that encourages collaboration and social engagement. Located in a thriving office environment, this fixed-term position provides the perfect platform for those looking to build a rewarding career in Financial Services.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator- Fixed Term
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work in roles similar to the Client Administrator position. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to client administration and financial services. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple tasks or projects efficiently. This will demonstrate your ability to thrive in a fast-paced environment, just like the one we have at StudySmarter.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our happy and friendly culture.
We think you need these skills to ace Client Administrator- Fixed Term
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Administrator role. Highlight any administrative or client-facing experience you have, and don’t forget to mention your organisational skills and work ethic!
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 background makes you a great fit. Be sure to mention your passion for financial services and any relevant knowledge of pensions or ISAs.
Show Off Your Communication Skills:Since this role involves client interaction, it's important to demonstrate your communication skills in your application. Use clear and concise language, and make sure to proofread for any errors before hitting send!
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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Moneyfarm
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and ISAs. Understanding the basics will not only help you answer questions confidently but also show that you're genuinely interested in the role and the financial services sector.
✨Show Off Your Organisational Skills
Since this role requires high levels of organisation, be prepared to discuss how you've managed multiple tasks or projects in the past. Bring examples that highlight your ability to keep things running smoothly, especially in a fast-paced environment.
✨Demonstrate Your Client Interaction Skills
Think of specific instances where you've successfully interacted with clients or stakeholders. Be ready to share how you handled challenging situations or ensured a positive client experience, as this will be key in the role.
✨Ask Smart Questions
Prepare thoughtful questions about the team dynamics, the advisory process, or how they measure success in this role. This shows your enthusiasm and helps you gauge if the company culture aligns with your values.
