At a Glance
- Tasks: Be the go-to person for clients, providing top-notch support and managing key admin tasks.
- Company: Join a leading financial planning firm with a people-first approach.
- Benefits: Enjoy a competitive salary, annual bonus, hybrid work, and generous holiday allowance.
- Other info: Collaborative team environment with ongoing training and career progression opportunities.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in client-focused roles and strong organisational skills are a must.
The predicted salary is between 32000 - 32000 € per year.
Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience.
We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service.
What you'll do:
- Act as a key point of contact, providing a professional and personable service to clients
- Support Financial Planners with the delivery of tailored financial advice
- Manage client administration including documentation, valuations, and new business processing
- Coordinate meetings, manage diaries, and maintain accurate client records
- Contribute to a collaborative team focused on delivering exceptional client outcomes
Why our client's team?
- Join a forward-thinking organisation with a strong reputation in financial planning
- Work within a supportive, collaborative, and professional environment
- Be part of a growing business with a clear vision and focus on client experience
- Opportunity to develop your career within financial services
What you'll bring:
- Experience within a client-focused or administrative role (financial services is preferred)
- Strong organisational skills with the ability to manage multiple priorities
- Excellent communication skills and professional telephone manner
- High attention to detail and commitment to delivering quality service
- Positive, proactive approach and team-oriented mindset
What's On Offer:
- Competitive salary and annual bonus based on performance
- Hybrid working after probation
- Generous holiday allowance + bank holidays
- Ongoing training, development, and career progression opportunities
How to Apply
Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.
Client Administrator employer: Nub News
Join a leading financial planning business in Leamington Spa, where a people-first approach and a commitment to client satisfaction create an exceptional work environment. As a Client Administrator, you'll benefit from a competitive salary, hybrid working options after probation, and ample opportunities for professional growth within a supportive team dedicated to delivering tailored financial advice. Experience a collaborative culture that values your contributions and fosters career development in the dynamic field of financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client administration. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple priorities or improved processes in previous roles. This will demonstrate your ability to thrive in a fast-paced environment.
✨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 Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Administrator role. Highlight any client-focused or administrative experience you have, especially in financial services, to show us you're the right fit!
Craft a Compelling Supporting Statement:In your supporting statement, be sure to explain why you’re interested in this role and how your background aligns with our client's mission. Keep it concise but impactful – we want to see your personality shine through!
Showcase Your Organisational Skills:Since the role involves managing multiple priorities, give examples in your application of how you've successfully juggled tasks in the past. This will help us see your strong organisational skills in action!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Nub News
✨Know the Company Inside Out
Before your interview, take some time to research the company’s values, mission, and recent achievements. Understanding their people-first approach and how they simplify financial decisions will help you align your answers with what they’re looking for.
✨Showcase Your Client-Focused Experience
Since this role is all about providing a professional and personable service, be ready to share specific examples from your past experiences where you’ve excelled in client administration or support. Highlight your communication skills and how you’ve managed client relationships effectively.
✨Demonstrate Organisational Skills
Prepare to discuss how you manage multiple priorities and keep things organised. You might want to bring up tools or methods you use to stay on top of tasks, especially in a fast-paced environment like financial services.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the role and the company. Inquire about their team dynamics, opportunities for career progression, or how they measure success in client administration. This shows you’re genuinely interested in being part of their team.
