At a Glance
- Tasks: Provide top-notch admin support and build strong client relationships in a dynamic wealth management team.
- Company: Established Wealth Management organisation with a focus on client success.
- Benefits: Competitive salary, hybrid working, 23 days holiday, and professional development support.
- Other info: Opportunity for career growth and a supportive work environment.
- Why this job: Join a team that values your input and helps you grow while making a real impact.
- Qualifications: Strong IT skills, excellent organisation, and ability to build client relationships.
The predicted salary is between 25000 - 34000 £ per year.
St Ives, Cambs (hybrid 1 day per week working from home)
Salary £25,000 - £34,000 dep on exp + benefits
My client is an established Wealth Management organisation and they now have a fabulous opportunity for an experienced administrator, who is IT literate and able to build and nurture client relationships to join their team. Ideally you will have a financial services background.
The Role
The Client Support Team is fundamental to the success of this business, as the first point of contact for clients and providers alike. This involves providing administrative support of the highest standard so that regulatory requirements are met from start to finish of the client journey.
As Client Support you will report to the Client Support Manager and constantly be looking to reduce business risk, increase efficiency and improve client outcomes, largely leveraged by the effective use of technology, adherence to company processes and outstanding customer service.
Duties & Responsibilities
- Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly.
- Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings.
- Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs.
- Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met.
- Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales.
- Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution.
- To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements.
- To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.
- To support with process improvements and developments and business projects, to drive the company forwards.
- To support with suitability, cashflow and client portal in line with set processes, templates and house views.
Skills, Qualifications, Knowledge & Experience
Essential
- Excellent prioritisation and organisation, ensuring deadlines are adhered to and managing own workloads.
- Advanced data and IT skills, including data input, accuracy and navigation.
- Ability to build relationships with clients and advisers and ensure an effective relationship is maintained.
Desirable:
- Experience of working for a Financial Adviser, with specific industry and product knowledge.
- Certificate in Financial Administration or equivalent.
- Experience of Intelliflo Office and/or other Industry IT systems.
Rewards
- Competitive salary
- Workplace pension & salary exchange (5% employer and 3% employee equivalent)
- 23 days holiday allowance, plus public holidays
- Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
- Private medical scheme following successful completion of 6 months probation
- Hybrid working up to 1 day a week from home in addition to flexible working for appointments
- Funding and support for professional development
- Discounts on our services
- Referral scheme
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 Support Administrator in Cambridge employer: North Oak Recruitment
Join a leading Wealth Management organisation in St Ives, where you will thrive in a supportive and dynamic work culture that prioritises employee growth and development. With competitive salaries, a hybrid working model, and a commitment to professional advancement, this role as a Client Support Administrator offers you the chance to make a meaningful impact while enjoying a healthy work-life balance. Experience a workplace that values your contributions and fosters strong client relationships through outstanding service and innovative technology.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Administrator in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Support Administrator role. 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 those interviews by researching the company and its values. Show them that you’re not just another candidate, but someone who genuinely cares about their mission and is ready to contribute to their success.
✨Tip Number 3
Practice your communication skills! As a Client Support Administrator, you'll need to build relationships with clients and advisers. Role-play common scenarios with a friend to boost your confidence and refine your approach.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Client Support Administrator in Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your IT literacy and any relevant financial services background to catch our eye!
Showcase Your Client Relationship Skills:Since building relationships is key for this role, include examples of how you've successfully nurtured client connections in your previous roles. We love to see that customer service shine through!
Be Clear and Concise:When writing your application, keep it straightforward. Use bullet points where possible to make it easy for us to see your qualifications and experiences at a glance.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role there!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of wealth management and be ready to discuss how your experience aligns with the role. This will show that you're not just a great administrator, but also someone who understands the industry.
✨Showcase Your IT Skills
Since the role requires advanced data and IT skills, be prepared to talk about your experience with relevant software, like Intelliflo Office. If you have examples of how you've used technology to improve efficiency or client outcomes, share those during the interview.
✨Demonstrate Relationship Building
This position is all about nurturing client relationships. Think of specific instances where you've successfully built rapport with clients or colleagues. Be ready to explain how you maintain effective communication and ensure everyone stays updated.
✨Prepare for Compliance Questions
Given the regulatory nature of the role, expect questions about compliance and risk management. Familiarise yourself with common compliance requirements in the financial sector and be ready to discuss how you've adhered to these in your previous roles.
