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For Companies At a Glance
- Tasks: Join our team to manage client reviews and support financial advisers daily.
- Company: We're a friendly, independent financial services company in South Leicestershire.
- Benefits: Enjoy a competitive salary, generous benefits, and a supportive work environment.
- Why this job: This role offers hands-on experience in finance and a chance to make a real impact.
- Qualifications: 1+ years in financial services required; enthusiasm for client service is a must.
- Other info: Full-time hours with a structured Monday to Friday schedule.
The predicted salary is between 24000 - 28000 £ per year.
Job Description
Client Review Team Administrator
South Leicestershire – desk-based role (Ref AL1346)
Salary £24-£28k dependent on experience plus generous benefits
This is a full-time position, 37.5 hours per week, 9 am – 5 pm, (30 minutes unpaid lunch break), Monday to Friday.
My client is a medium sized, friendly, Independent Financial Services company, and they have an excellent new opportunity, for a Client Review Team Administrator to join their team. The role will involve all aspects of financial services administration, with an emphasis on client reviews, liaising with financial advisers at every stage of the process. At least 1 years’ experience in financial services is essential, along with enthusiasm and commitment to delivering a first-class service, to both clients and colleagues.
The Role:
- Produce valuations
- Prepare cash flow modelling (information gathering and understanding)
- Prepare portfolio comparison analytics
- Make client appointments
- Action fund switches
- Carry out attitude to risk questionnaires
- Prepare new and existing client appointment packs
- Adviser diary management
- Regular engagement with clients and providers via telephone, email and letter
- Produce 'no action’ and 'fund switch’ suitability letters
- Maintain clear and compliant records
- General admin duties, scanning, photocopying, etc
- Carry out other related duties when required
- Attend departmental meetings and training
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules
- Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company
- Keep up to date with all relevant product, legislative and technical changes, as required
- Ensure all dealings with clients are carried out in a professional and courteous manner
Ideal skills/experience:
- Worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment.
- Good IT skills, with a working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with what might be an unfamiliar software package, e.g., our back-office system (Xplan).
- Have good problem-solving abilities and able to stay focused on tasks, despite distractions and interruptions.
- An understanding of FCA regulations/compliance would be advantageous.
- Be both organised and flexible in their approach and be a good team player
- Excellent customer facing interactions, good administration skills/phone manner
- Well-presented, self-motivated and organised, with a good work ethic.
- Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
- Be an integral part of the team – a good communicator, willing to input new ideas and suggestions to improve process.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Client Review Team Administrator employer: North Oak Recruitment Ltd
Contact Detail:
North Oak Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Review Team Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially focusing on client reviews and administration. Understanding the key processes and terminology will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 3
Demonstrate your enthusiasm for delivering excellent client service. Think of examples from your past experience where you went above and beyond for clients, as this will resonate well with the hiring team.
✨Tip Number 4
Prepare to discuss your experience with financial tools and software. Being able to talk about your familiarity with cash flow modeling and portfolio analytics will show that you're ready to hit the ground running.
We think you need these skills to ace Client Review Team Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Client Review Team Administrator position. Highlight the key responsibilities and required skills, such as financial services administration and client engagement.
Tailor Your CV: Customize your CV to emphasize your relevant experience in financial services. Include specific examples of your previous roles that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your commitment to delivering excellent service and how your experience makes you a great fit for the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial services.
How to prepare for a job interview at North Oak Recruitment Ltd
✨Show Your Financial Services Knowledge
Make sure to brush up on your understanding of financial services and administration. Be prepared to discuss your previous experience and how it relates to the tasks mentioned in the job description, such as client reviews and portfolio comparisons.
✨Demonstrate Your Communication Skills
Since the role involves liaising with financial advisers and clients, highlight your communication skills. Prepare examples of how you've effectively communicated complex information in the past, whether through phone calls, emails, or letters.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and your approach to client interactions. Think about situations where you had to manage client expectations or resolve issues, and be ready to share those experiences.
✨Express Your Commitment to Service Excellence
The company values enthusiasm and commitment to delivering first-class service. Be sure to convey your passion for providing excellent client support and how you prioritize client satisfaction in your work.
