At a Glance
- Tasks: Coordinate client meetings and prepare essential documentation for a seamless experience.
- Company: Dynamic financial services firm in Farnborough with a supportive team culture.
- Benefits: Competitive salary up to £30,000 plus benefits and career development opportunities.
- Other info: Collaborative team atmosphere with opportunities for personal and professional growth.
- Why this job: Join a fast-paced environment where your organisational skills make a real difference.
- Qualifications: Strong admin and customer service experience, preferably in Financial Services.
The predicted salary is between 30000 - 30000 € per year.
Our client, based in Farnborough, is seeking a highly organised and customer-focused Administrator to join their Business Support team. This role is ideal for someone with strong administrative and customer service experience, preferably within Financial Services, who thrives in a fast-paced environment and can meet deadlines and targets.
The Business Support team acts as a centralised administration and client servicing function, delivering end-to-end support to both clients and consultants. This role plays a key part in ensuring a seamless and high-quality client experience by working collaboratively across departments.
You will be responsible for liaising with advisers and clients to coordinate annual review meetings, preparing appointment documentation, and producing valuation reports. Strong organisational skills, attention to detail, and a professional telephone manner are essential.
Key Responsibilities- Coordinate and schedule annual review meetings for Premium Support Consultants, as well as handling additional booking requests
- Liaise with advisers, clients, and third parties to ensure smooth communication and service delivery
- Prepare and issue appointment packs and relevant documentation
- Produce client valuation reports in line with Client Service Agreements
- Process servicing tasks and raise invoices for any additional services outside agreed packages
- Maintain accurate and up-to-date client records on internal systems
- Build and maintain strong relationships with clients, consultants, and external partners
- Support team members to manage workloads effectively and achieve shared goals
- Contribute to project work and wider team initiatives
- Proven experience in administration and customer service (essential)
- Confident and professional telephone manner (desirable)
- Experience within Financial Services (advantageous)
- Strong organisational and time management skills
- Ability to work to deadlines and manage multiple tasks
Locations
Financial Services Administrator in Farnborough, Hampshire employer: Mulberry Recruitment
Our client in Farnborough is an exceptional employer, offering a dynamic work environment where collaboration and client satisfaction are at the forefront. With a strong emphasis on employee development, they provide ample opportunities for growth within the Financial Services sector, alongside a competitive salary and benefits package. The supportive culture fosters teamwork and innovation, making it an ideal place for those seeking a rewarding career in administration.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Farnborough, Hampshire
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector on LinkedIn or at local events. 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. Tailor your answers to show how your skills align with their needs, especially in customer service and administration. We want to see that you’re not just a fit on paper!
✨Tip Number 3
Practice your telephone manner! Since this role involves liaising with clients and advisers, a confident and professional phone presence is key. Grab a friend and do some mock calls to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator in Farnborough, Hampshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your administrative and customer service experience, especially if you've worked in Financial Services before. We want to see how your skills match the role, so don’t be shy about showcasing your strengths!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Business Support team. Share specific examples of how you've coordinated meetings or managed client relationships in the past.
Show Off Your Organisational Skills:Since this role requires strong organisational abilities, consider including examples of how you've successfully managed multiple tasks or deadlines. We love seeing how you keep everything running smoothly!
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. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Financial Services
Brush up on your knowledge of the financial services industry. Understand key terms and concepts that are relevant to the role. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences that highlight your organisational abilities. Think about times when you successfully managed multiple tasks or met tight deadlines, as these are crucial for the role.
✨Practice Your Communication Skills
Since the role involves liaising with clients and advisers, practice articulating your thoughts clearly and professionally. You might even want to do a mock interview with a friend to refine your telephone manner and ensure you come across as confident and approachable.
✨Demonstrate Team Spirit
Be ready to discuss how you've collaborated with others in previous roles. The Business Support team thrives on teamwork, so share specific examples of how you’ve supported colleagues or contributed to team goals.
