At a Glance
- Tasks: Manage client relationships and support financial consultants in a dynamic team environment.
- Company: Award-winning Wealth Management Company in Leicester with a vibrant office culture.
- Benefits: Competitive salary, pension, health cash plan, and flexible voluntary benefits.
- Other info: Exciting opportunities for career progression and participation in charity events.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Minimum 2 years in a similar role with strong customer service skills.
The predicted salary is between 30000 - 40000 £ per year.
I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant will work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.
More about the role:
- Work closely with the consultants to support and ensure clients' needs are met
- Preparation work for client meetings
- Attending client meetings, taking meeting notes (on/off site)
- Coordinating action points from meetings and completing work required
- Responsible for communication with clients (phone calls/emails etc.)
- Researching and collating information in relation to advice being given to clients
- Liaising with external providers on client queries
- Requesting illustrations required in respect of new and existing business
- Processing of new business completed in line with compliant procedures and policies
- Updating client records and electronic folders
- Ability to use cashflow modelling software to aid the wealth management and estate planning process
The successful applicant will:
- Have a minimum of 2 years experience in a similar role
- Possess an understanding of financial services including investments, pensions and estate planning
- Have excellent customer service skills and attention to detail
- Be able to proactively manage client affairs in a prompt and efficient manner
- Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing
- Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
- Be able to work in a team within an open office environment
- Be honest and resilient, with the ability to resolve issues sooner rather than later
Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following:
- Group Pension
- Life Assurance
- Income Protection
- Health Cash Plan
- Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you!
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.
Financial Services Administrator in Coventry employer: North Oak Recruitment
Join an award-winning Wealth Management Company in Leicester, where you will thrive in a supportive and dynamic work culture that prioritises employee growth and development. With a competitive salary and a comprehensive benefits package, including flexible voluntary options, life assurance, and health cash plans, you will enjoy a fulfilling career while participating in charity events and social activities that foster team spirit and community engagement.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Coventry
✨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 North Oak 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 Financial Services Administrator in Coventry
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 North Oak 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 North Oak 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 North Oak 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 North Oak 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 North Oak 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 North Oak 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.
