At a Glance
- Tasks: Support clients with inquiries and assist Financial Advisers in delivering top-notch service.
- Company: A rapidly growing independent financial advice group with a strong team culture.
- Benefits: Competitive salary, pension contributions, 25 days holiday, and your birthday off!
- Other info: Enjoy team-building events and opportunities for professional growth.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience as an Administrator in a financial planning firm and excellent communication skills.
The predicted salary is between 28000 - 30000 £ per year.
This Client Service Administrator role in Castle Bromwich is available within a highly recognised firm for their growth and high-quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
As a Client Service Administrator, you will be providing support to clients regarding inquiries, performing administration duties.
Also, you will be supporting the Paraplanners and Financial Advisers to provide great service to clients.
The duties include
- Client service dealing with client queries, phone and email.
- Placing new business onto various platforms
- Dealing with policy servicing for clients
- Preparing client files
- Supporting Financial Advisors and Paraplanner’s
- Collating quotes and valuations
- Client Service Administrator Requirements
- You should have experience as an Administrator within a financial planning firm.
- You should have excellent communication skills.
- You should have good time management skills.
- The Company
This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives.
Their team of 10 Financial Advisers services over £500m Fu M with desire to grow further.
- Client Service Administrator Benefits
- Plus, 3% & 5% pension contribution, 4x DIS, 25 days holiday plus bank holidays and your birthday off and financial support towards exams.
- Office based role with working hours of Monday to Friday, 9am – 5pm
- Free onsite parking
- This company has previously organised team building events with overseas trips!
- Location
- Castle Bromwich
- Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Client Service Administrator in Birmingham employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Administrator in Birmingham
✨Tip Number 1: Tap Into Professional Networks
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✨Tip Number 4: Apply Directly on Company Websites
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We think you need these skills to ace Client Service Administrator in Birmingham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Premier Jobs UK Limited Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Premier Jobs UK Limited Careers how you can be a team player!
How to prepare for a job interview at Premier Jobs UK Limited Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Premier Jobs UK Limited Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Premier Jobs UK Limited Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
