At a Glance
- Tasks: Provide top-notch admin support to financial consultants and enhance client satisfaction.
- Company: Dynamic financial services firm with a vibrant culture and strong staff retention.
- Benefits: Generous holiday allowance, private medical insurance, and full funding for professional exams.
- Other info: Opportunities for career progression and a supportive work environment.
- Why this job: Join a growing team and gain valuable experience in the financial planning environment.
- Qualifications: Previous office support experience and excellent communication skills.
The predicted salary is between 30000 - 33000 £ per year.
We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Administrator to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on!
Location: Wellington, Somerset
Salary: £30,000 - £33,000 DOE
Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm
Key Highlights of the Benefits Package:
- Matched pension contributions up to 5%, plus reinvestment of employer NI savings
- Private medical insurance for all permanent employees
- Life assurance (4× salary) and income protection (75% salary in long‑term illness)
- Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
- Full funding for professional exams, training and subscriptions
- Electric car, cycle‑to‑work and season ticket schemes
- Long‑service awards, referral bonuses, and paid volunteering time
The Company:
A dynamic and forward-thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.
The Role:
The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day‑to‑day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes.
Key Duties:
- Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
- Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
- Liaise with clients on any administration queries they may have
- Manage client service needs and client expectations to ensure client satisfaction
- Ensure action points resulting from client meetings get diarised and dealt with
- Preparation of meeting packs, to include new business for signing up
- Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
- Organise client review meetings as per the company process as required
- Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
- Ensure follow up letters are sent in a timely manner
- Maintenance of client records
- General administrative support
About you:
- Previous office support experience within a professional regulated environment
- Accuracy and strong attention for detail
- Excellent organisational and time management
- The ability to work under pressure and prioritise
- Excellent communication, both verbal and written
- Competent IT user
- A positive and proactive approach to work and a desire to help and support the wider team
- Calm and considered outlook in approach to problem solving
This company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress.
Equal Opportunity Statement:
We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Client Relationship Administrator (Financial Services) in Wellington employer: Office Angels
As a School Receptionist in Stevenage, you will be part of a vibrant educational community that prioritises a positive learning environment for students. Our commitment to employee growth is reflected in our supportive work culture, where your contributions are valued and recognised, and opportunities for professional development are readily available. Join us to make a meaningful impact while enjoying a competitive hourly rate and a fulfilling role within a dedicated team.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Administrator (Financial Services) in Wellington
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Office Angels. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Office Angels before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Relationship Administrator (Financial Services) in Wellington
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Office Angels:Your cover letter is your chance to shine! Tell us why you want to work at Office Angels specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Office Angels!
How to prepare for a job interview at Office Angels
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
