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- Tasks: Support the Advisory team with client processes and document management.
- Company: Join a dynamic financial services firm with a friendly culture.
- Benefits: Health insurance, wellness plan, career development, and social events.
- Other info: Fixed-term role until 2026, working in the office two days a week.
- Why this job: Gain valuable experience in finance while helping clients and building your career.
- Qualifications: Strong organisational skills and a proactive attitude; admin or client-facing experience preferred.
The predicted salary is between 15000 - 20000 £ 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- Part time- Fixed Term employer: Moneyfarm
Contact Detail:
Moneyfarm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator- Part time- 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 streamlined processes in previous roles. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Client Administrator- Part time- 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 admin or client-facing experience you have, and don’t forget to mention your organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background makes you a great fit. Keep it friendly and professional, just like us at StudySmarter!
Show Off Your 'Can Do' Attitude: In your application, let us know about times you've tackled challenges with a positive mindset. We love candidates who can thrive in fast-paced environments, so share those stories!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to see your application and get to know you better. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Moneyfarm
✨Know the Role Inside Out
Make sure you thoroughly understand the responsibilities of a Client Administrator. Familiarise yourself with pension processes, document creation, and client interactions. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Organisational Skills
Since this role requires high levels of organisation, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Highlight how you kept everything on track, especially in fast-paced environments.
✨Demonstrate Your 'Can Do' Attitude
Employers love candidates who can adapt and tackle challenges head-on. Be ready to share instances where you've gone above and beyond to solve problems or support clients, showcasing your proactive approach.
✨Engage with the Interviewers
Don't forget that interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the company culture, and how they measure success in this role. This shows your enthusiasm and helps you gauge if it's the right fit for you.