At a Glance
- Tasks: Manage client appointments and support financial advisers in delivering exceptional service.
- Company: Respected financial planning firm with a supportive and friendly culture.
- Benefits: Salary up to £32,000, hybrid work, 25 days holiday, and health cash plan.
- Other info: Genuine opportunities for career development in a dynamic environment.
- Why this job: Join a growing team and make a real impact on client experiences.
- Qualifications: Experience in financial services, strong organisational skills, and a proactive attitude.
The predicted salary is between 27000 - 32000 £ per year.
NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience.
Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently.
The Role
- Managing adviser diaries and booking annual reviews, introductory meetings and client appointments
- Coordinating meeting schedules and ensuring adviser calendars are organised efficiently
- Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers
- Chasing outstanding information and maintaining accurate records across internal systems
- Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions
- Supporting advisers with day-to-day client servicing requirements
- Answering client enquiries and providing a professional first point of contact
- Logging and distributing incoming and outgoing post
- Maintaining accurate client records and ensuring compliance with internal procedures
- Supporting the wider Client Care and Client Servicing teams where required
About You
- Previous experience within an IFA or financial planning administration/client servicing role
- Excellent organisational skills with the ability to manage multiple priorities
- Strong communication skills and a professional, client-focused approach
- High levels of accuracy and attention to detail
- Good working knowledge of Microsoft Office, including Excel and Word
- Experience using back-office systems within financial services would be advantageous
- A proactive attitude and the ability to work effectively within a collaborative team
What's on Offer?
- Salary up to £32,000
- Hybrid working following successful completion of probation
- 25 days holiday plus bank holidays
- Birthday day off
- 5% employer pension contribution
- Health cash plan
- On-site gym
- Free on-site parking
- Supportive and friendly working environment
- Genuine opportunities for career development within a growing business
If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you.
IFA Client Care Administrator employer: NJR Recruitment
Join a dynamic and growing eCommerce business that values creativity and innovation in the sports retail sector. With a remote working model complemented by bi-weekly team meetings in North Manchester, you'll enjoy a flexible work environment while contributing to exciting projects that drive market expansion. The company fosters a collaborative culture with ample opportunities for professional growth, making it an ideal place for motivated individuals looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Client Care Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like NJR Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Client Care Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to NJR Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on NJR Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at NJR Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with NJR Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at NJR Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former NJR Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
