At a Glance
- Tasks: Support clients with inquiries and assist Financial Advisers in delivering top-notch service.
- Company: A well-respected independent financial advice group with a focus on growth and talent development.
- Benefits: Salary up to £30,000, generous holiday, pension contributions, and exam support.
- Other info: Enjoy team-building events and a supportive work environment in Castle Bromwich.
- Why this job: Join a dynamic team and make a real difference in client service while growing your career.
- Qualifications: Experience in administration within a financial planning firm and strong 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
Call us now on 0208 0044 154 or click Apply.
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 employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premier Jobs UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Service Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premier Jobs UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premier Jobs UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premier Jobs UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premier Jobs UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premier Jobs UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premier Jobs UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
