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For Companies 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: Competitive salary, pension contributions, 25 days holiday, and your birthday off!
- 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.
- Other info: Enjoy team-building events and opportunities for professional development.
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 and performing administration duties. You will also 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 Paraplanners.
- 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.
Client Service Administrator Benefits
- Salary of £28,000-£30,000.
- 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
- Wolverhampton
Client Service Administrator in Solihull employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Administrator in Solihull
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the hunt for a Client Service Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your communication skills. Practice answering common questions related to client service and administration, and don’t forget to showcase your time management abilities. We want you to shine!
✨Tip Number 3
When you get an interview, do your homework on the company! Understand their values, services, and recent achievements. This will not only impress your interviewers but also help you tailor your responses to show how you fit into their culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our team and help us provide top-notch service to clients.
We think you need these skills to ace Client Service Administrator in Solihull
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Service Administrator role. Highlight your experience in financial planning and any relevant admin skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your communication skills and time management abilities, as these are key for us.
Showcase Relevant Experience: When filling out your application, be sure to showcase any previous experience dealing with client queries or supporting financial advisers. We love seeing how you've made an impact in past roles!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and administration. Familiarise yourself with common client queries and the platforms used for placing new business. This will show that you're not just a good communicator, but also someone who understands the industry.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might want to prepare examples of how you've successfully handled client inquiries in the past. This will help demonstrate your ability to provide top-notch service.
✨Time Management is Key
Be ready to discuss how you manage your time effectively, especially when juggling multiple tasks like preparing client files and supporting Financial Advisers. Consider sharing specific strategies or tools you use to stay organised and meet deadlines.
✨Cultural Fit Matters
Research the company culture and values. Since they pride themselves on developing internal talent and have a high staff retention rate, think about how your personal values align with theirs. Be prepared to discuss why you want to be part of their team and how you can contribute to their growth.
