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For Companies At a Glance
- Tasks: Provide top-notch client service and manage requests efficiently.
- Company: Join a dynamic financial services firm committed to excellence and client satisfaction.
- Benefits: Enjoy flexible working options and opportunities for personal growth.
- Why this job: Be part of a supportive team that values integrity, teamwork, and continuous improvement.
- Qualifications: 3 years in financial services, strong communication skills, and GCSEs or equivalent required.
- Other info: Opportunity to work in a fast-paced environment with a focus on professional development.
The predicted salary is between 36000 - 60000 £ per year.
To provide effective and efficient client servicing, which meets the client’s requirements within Client Services standards and procedures. Ensure all relevant regulatory requirements are met including the FCA’s Conduct Rules and Principles.
Key Attributes
- Minimum 3 years’ experience within the Financial Services industry.
- Works to a high standard and continuously seeks opportunities to enhance personal performance, process/systems/service improvements within the admin role.
- Demonstrates integrity, respect, teamwork, and effective communication skills with people at all levels.
- Displays willingness, enthusiasm and flexibility to task completion. Leads by example.
- Pays attention to detail, completes tasks in a timely manner, consistently produces quality outputs.
- Adverse to risk taking and understands Risk Analysis to avoid undue risk to the business.
- Understands basic principles of DPA and other forms of protection of data or assets within an organisation.
Minimum Qualifications required upon recruitment
- Financial industry experience.
- WRAP platform knowledge beneficial.
- Bond administration experience beneficial.
Principal Job Objectives
- Provide a personal service to clients from initial request to resolution either by telephone or post.
- Provide point of contact for Independent Financial Advisers.
- Assist the Administration Team Leader, in the effective management of the client account.
- Process client requests e.g. new business input, change of address, valuations, encashment and deaths and respond accordingly.
- Obtain specialist technical support to resolve enquiries as required.
- Follow departmental procedures and practices to provide clients with a consistently high level of service in a timely and accurate manner and in line with agreed quality standards.
- Process work within agreed service standards.
- Work towards agreed objectives as part of the appraisal process.
- Comply with legislative and regulatory requirements e.g. Data Protection, Money laundering, FCA rules and consumer duty.
- Produce management information, as determined by our client.
- Attend and contribute to team meetings as required.
- Refer ex gratia requests to the Complaints / Compliance team.
- Ensure high levels of flexibility within the company as and when is needed.
- Adopt the ISMS culture, adhere to the company objectives and uphold all security measures in place to maintain our ISO27001 accreditation.
Essential knowledge and experience required at recruitment
- At least 3 years within an office environment carrying out an administrative role.
- Minimum qualifications of GCSE standard or equivalent.
- Strong communicational skills including a professional telephone manner.
- Good inter-personal, organisational and communication skills.
- Ability to work, at times, in a pressurised and fast moving environment.
- Ability to adapt to change with a flexible approach.
- Some knowledge of Investment Administration (preferred).
- Experience of working within the Financial Services Industry.
Additional knowledge required to become fully competent
- Working and technical knowledge of Life Assurance Bonds.
- Working and technical knowledge of Private Client Fund Administration.
Client Services Administrator/Bond Administrator employer: Outsourced Professional Administration Limited (OPAL)
Contact Detail:
Outsourced Professional Administration Limited (OPAL) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator/Bond Administrator
✨Tip Number 1
Familiarise yourself with the FCA’s Conduct Rules and Principles. Understanding these regulations will not only help you in your role but also demonstrate to us that you are serious about compliance and client service.
✨Tip Number 2
Network within the Financial Services industry, especially with professionals who have experience in bond administration. This can provide you with insights and potentially valuable connections that could help you stand out during the hiring process.
✨Tip Number 3
Showcase your attention to detail by preparing for potential interview scenarios where you may need to demonstrate how you handle client requests accurately and efficiently. We value candidates who can think on their feet and provide quality outputs.
✨Tip Number 4
Be ready to discuss your experience in a fast-paced environment. We want to see how you manage pressure and adapt to change, so think of specific examples that highlight your flexibility and problem-solving skills.
We think you need these skills to ace Client Services Administrator/Bond Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in the Financial Services industry, particularly any roles that involved client servicing or administration. Emphasise your skills in communication, teamwork, and attention to detail, as these are key attributes for the role.
Craft a Strong Cover Letter: In your cover letter, address how your previous experiences align with the job mission. Mention specific examples of how you've provided excellent client service and adhered to regulatory requirements in past roles. Show enthusiasm for the position and the company.
Highlight Relevant Qualifications: Ensure you mention any qualifications that meet or exceed the minimum requirements, such as GCSEs or equivalent. If you have experience with WRAP platforms or bond administration, be sure to include this information prominently.
Proofread Your Application: Before submitting your application, take the time to proofread all documents. Check for spelling and grammatical errors, and ensure that all information is accurate and complete. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Outsourced Professional Administration Limited (OPAL)
✨Showcase Your Experience
Make sure to highlight your three years of experience in the Financial Services industry. Be prepared to discuss specific examples of how you've provided effective client servicing and met regulatory requirements in your previous roles.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, be ready to provide examples of how you've ensured quality outputs in your past work. Discuss any processes you’ve implemented to enhance efficiency and reduce errors.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and professionally, especially when discussing complex topics like risk analysis or data protection principles.
✨Emphasise Flexibility and Teamwork
This role values flexibility and teamwork. Prepare to share instances where you've adapted to change or collaborated with others to achieve a common goal, demonstrating your willingness to lead by example.
