At a Glance
- Tasks: Provide high-quality admin support to high-net-worth clients and Partners.
- Company: Join a multi-award-winning financial services firm with a focus on client experience.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Dynamic role with excellent training and career advancement opportunities.
- Why this job: Make a real difference in client relationships while developing your skills in finance.
- Qualifications: Experience in admin or customer service, strong Microsoft Office skills, and a positive attitude.
The predicted salary is between 31500 - 38500 £ per year.
- Client Experience Administrator
- Leicestershire/Derbys Border DE74 (AL1427)
- Salary c£24,000 dep on experience
My client is a multi award winning, national and they have an exciting new opportunity for an experienced administrator to help to deliver their Client Services Proposition by providing a high-quality administration and support service to high-net-worth clients and Partners.
This allows the Partners to focus on the client relationship and developing relationships with new clients.
Job Summary
Reporting directly to a Senior Client Experience Executive, the role holder will work in support of one or more Client Experience Executives, to assist them in the providing admin support to a number of Partners.
Requirements
Essential
- Previous experience working in an administrative or customer service role.
- Strong track record developing and maintaining good working relationships
- Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook. ·
- Experience of working in a fast-paced environment
- Ability to embrace change
- Ability to work on own initiative and within a team
- Commitment to pass basic financial industry exam within 3 months of employment (internal exam)
Desirable
- Previous experience in a financial administration role
- Good knowledge of pensions and investments
- Previous experience of Intelligent office
Main responsibilities of the role
- To have a thorough understanding of the advice process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these agreed service standards.
- To follow Company processes to deliver what clients and Partners perceive to be a personalized and high-quality service.
- Prepare personalized client packs for Partners prior to client meetings, in accordance with agreed format and SLAs.
- Complete post review meeting work and evidence of review
- Contact providers to obtain valuations and up to date plan information.
- Input all information into our back-office system (Intelligent Office) to the required data quality standard.
- Enter client details onto application forms for the Client Experience Executive to process.
- Provide regular updates to Client Experience Executives to enable them to keep clients and Partners updated.
- Provide general day-to-day admin support to allocated Client Experience
- Process submissions using our submissions checklist
- Provide cover for reception team as and when required.
- Provide support with incoming and outgoing post as required.
- To participate in appropriate company and departmental training, competence and development initiatives.
- In line with Company service excellence program, the role holder will be expected to always provide exceptional client service.
They will be required to keep up to date with all relevant organisational training and best practice to enable this standard to be met.
- Personal Attributes
- A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
- An articulate communicator.
- Confident telephone manner with the ability to build rapport quickly
- Honesty, integrity and ability to maintain confidentiality.
- Hard-working and responsive to the need to deliver a high-quality support service.
- Attention to detail and high standards of work.
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.
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Financial Services Administrator in Lockington employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Lockington
✨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 Lockington
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.
