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For Companies At a Glance
- Tasks: Support clients with enquiries and manage communications daily.
- Company: Join a respected financial planning firm with over 40 years of experience.
- Benefits: Enjoy a salary of £24,000 - £28,000 plus great perks like private medical insurance.
- Why this job: Be part of a professional team dedicated to high-quality client service and growth.
- Qualifications: Experience in administration within financial planning and strong numeracy/literacy skills required.
- Other info: Office-based role with typical hours Monday to Friday, plus generous annual leave.
The predicted salary is between 20400 - 23200 £ per year.
Job Description
This Client Administrator job in Flax Bourton, Somerset provides opportunity to join a respected financial planning firm.
As a Client Administrator you will be providing administrative support as part of the goal to deliver seamless experience to their clients. You will be an integral part of the admin team, as your responsibilities will include:
- Acting as primary point of contact for client enquiries
- Managing daily interactions and communications with clients through handling post, client responses, reports and correspondence
- Help onboard clients with gathering necessary information and documentation
- Prepare and maintain client files
- Manage the client records on their back-office system, inputting data and updates
- Prepare client portfolio valuations and statements
This role will see you working closely alongside Technical Administrators, Paraplanners, Financial Advisors and their Management team. The business prides themselves on the high quality of service with utmost professionalism at all times, therefore it is important you equally share these values.
Client Administrator Requirements
- You should have experience as an Administrator within a Financial Planning business
- You should be passionate about providing high quality client service to all
- You must have excellent numeracy and literacy skills (GCSE grades A – C or 4 – 9)
- You must be competent using Microsoft Office products and able to learn industry specific software
The Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.
Client Administrator Benefits
- Salary of £24,000 – £28,000 depending on experience
- Plus company benefits available immediately include group life cover, group income protection
- Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
- Office based role
- Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
- 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 day’s birthday leave and 1 day for charity / community work each year
Location
Flax Bourton, Somerset
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 Administrator employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry. Understanding the basics of wealth management and client administration will help you speak confidently about the role during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with people who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 3
Demonstrate your client service skills in any interactions you have. Whether it's through networking or during the interview process, showing that you are passionate about providing high-quality service will set you apart.
✨Tip Number 4
Be prepared to discuss your experience with Microsoft Office and any specific software you've used in previous roles. Highlighting your technical skills will reassure us that you can adapt quickly to our systems.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Administrator within a Financial Planning business. Emphasise your skills in client service, numeracy, and literacy, as well as your proficiency with Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing high-quality client service. Mention specific examples of how you've successfully managed client interactions or administrative tasks in the past.
Highlight Relevant Skills: In your application, clearly outline your ability to manage client records and prepare documentation. Mention any experience with back-office systems or industry-specific software to demonstrate your readiness for the role.
Showcase Professionalism: Since the company values professionalism, ensure your application is well-formatted, free of errors, and reflects a professional tone. This will help convey that you share their commitment to high-quality service.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Client Service Skills
As a Client Administrator, your ability to provide high-quality client service is crucial. Be prepared to share specific examples from your past experiences where you successfully managed client interactions or resolved issues, demonstrating your commitment to client satisfaction.
✨Demonstrate Your Administrative Experience
Highlight your previous administrative roles, especially within financial planning. Discuss your familiarity with managing client records, preparing documentation, and using back-office systems, as these are key responsibilities in the role.
✨Be Proficient with Microsoft Office
Since the job requires competence in Microsoft Office products, ensure you can discuss your experience with tools like Excel and Word. You might even want to mention any specific tasks you've accomplished using these applications that relate to the role.
✨Align with Company Values
The firm prides itself on professionalism and high-quality service. Research their values and be ready to explain how your personal values align with theirs. This will show that you're not just looking for a job, but that you're genuinely interested in contributing to their mission.
