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- Tasks: Join our client support team, assisting with new business processing and client communications.
- Company: We're a leading Wealth Management company dedicated to client success and satisfaction.
- Benefits: Enjoy hybrid working options, competitive salary, and a supportive work environment.
- Why this job: Be the vital link between clients and advisers, making a real impact in financial services.
- Qualifications: Strong organisational skills and advanced IT abilities are essential; experience in finance is a plus.
- Other info: We respond to all applications within 10 days; your CV will be kept for future opportunities.
The predicted salary is between 28800 - 43200 £ per year.
Leicester (hybrid – up to 1 day per week at home)
Salary dependent on experience + benefits
My client is an established Wealth Management company, and they now have an exciting opportunity for an individual, ideally with experience in wealth management or financial services, to join their client support team. The team is fundamental to the success of the 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.
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 support with process improvements and developments and business projects, to drive the company forwards.
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.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
Client Support Administrator employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator
✨Tip Number 1
Familiarise yourself with the wealth management industry and its key players. Understanding the terminology and processes will help you engage in meaningful conversations during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities within their organisations.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've effectively managed multiple tasks or projects in previous roles. This will highlight your ability to prioritise and meet deadlines, which is crucial for the Client Support Administrator position.
✨Tip Number 4
Research the company’s values and recent developments. Tailoring your conversation to reflect your understanding of their mission and how you can contribute will set you apart from other candidates during the interview process.
We think you need these skills to ace Client Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or financial services. Emphasise skills like prioritisation, organisation, and advanced IT abilities that align with the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific duties from the job description and explain how your background makes you a great fit for the Client Support Administrator position.
Highlight Relevant Skills: In your application, focus on your ability to build relationships with clients and advisers. Provide examples of how you've successfully managed workloads and adhered to deadlines in previous roles.
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 for this role.
How to prepare for a job interview at North Oak Recruitment
✨Showcase Your Organisational Skills
As a Client Support Administrator, you'll need to demonstrate excellent prioritisation and organisation. Prepare examples from your past experiences where you successfully managed multiple tasks or deadlines, highlighting how you kept everything on track.
✨Familiarise Yourself with Financial Services
Since the role is within wealth management, brush up on industry terminology and practices. Being able to discuss relevant topics confidently will show your genuine interest and understanding of the sector.
✨Emphasise Relationship-Building Abilities
This position requires strong interpersonal skills. Be ready to share instances where you've built effective relationships with clients or colleagues, showcasing your ability to communicate clearly and maintain rapport.
✨Prepare for Compliance Questions
Given the regulatory nature of the role, expect questions about compliance and data management. Familiarise yourself with basic compliance principles in financial services and be prepared to discuss how you ensure accuracy and confidentiality in your work.
