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For Companies At a Glance
- Tasks: Support clients and advisers by arranging meetings and handling administrative tasks.
- Company: Join an award-winning financial services firm with a relaxed culture.
- Benefits: Competitive salary, private medical insurance, and charity work allowance.
- Why this job: Gain valuable experience in a fast-paced environment while supporting your career growth.
- Qualifications: PA/admin background, excellent communication skills, and GCSEs in Maths and English.
- Other info: Opportunity for industry qualifications and a supportive team atmosphere.
The predicted salary is between 22000 - 26000 £ per year.
This 14-month fixed term contract, Client Services Representative job in Farnborough is ideal for individuals with experience in a PA / admin background whilst providing high standards of customer service within a fast-paced environment. You will be joining their Client Services team of 9, with the purpose of liaising with their Financial Advisers and clients to arrange and book annual review meetings, issuing appointment packs and undertaking other administrative tasks when required. This role will require excellent planning and organisational skills, a professional telephone manner, building relationships and good administration skills to create an excellent client service. Our client is an award-winning financial services business, so it is important you have an interest in this industry. They also believe in supporting career progression for their team members. Therefore would help support you with industry qualifications through CII Level 4 Diploma, if this is of interest to you.
Client Services Representative Requirements
- We are seeking individuals with PA / admin background, used to handling multiple cases, making telephone calls and delivering excellent client service.
- Essential - have 5 GCSE’s grades A*-C/9-4, including Maths & English.
- Essential - have an excellent telephone manner, be able to relate to people and not get flustered in conversations.
- Desirable - individuals with Business related degree (or equivalent).
- You must be confident using Microsoft Word and Excel.
The Company
This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment. You will be joining their Client Liaison team of 9.
Client Services Representative Benefits
- Salary of £26,000 - £29,000 plus Private Medical Insurance, Income Protection, Life Assurance, Critical Illness cover and Pension scheme 6% Employer, 3% Employee.
- Social committee organise regular events and 1-day annual allowance for Charity work.
- 35 hours per week, Monday to Friday.
- This is a fixed term contract for 14 months.
- 7 hours per day with 1 hour for lunch, with the team working on a rota basis to take calls between 8:30am – 5:30pm.
- Working from their head office.
Location
Farnborough, Hampshire.
Client Services Representative in Surrey employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Representative in Surrey
✨Tip Number 1
Get to know the company before your interview! Research their values, recent achievements, and what makes them tick. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since this role requires a professional telephone manner, try role-playing with a friend or family member. Get comfortable with common questions and how to handle tricky conversations without getting flustered.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info about the company culture and even lead to referrals, which can boost your chances of landing the job.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it’s a great opportunity to reiterate why you’d be a perfect fit for their Client Services team.
We think you need these skills to ace Client Services Representative in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your PA/admin experience and customer service skills. We want to see how your background fits with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the financial services industry and how your skills can benefit our Client Services team. Keep it professional but let your personality show!
Showcase Your Communication Skills: Since this role involves liaising with clients and Financial Advisers, we need to see your excellent telephone manner in action. If you have examples of how you've successfully managed client interactions, include them!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our award-winning team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Before the interview, make sure you research the company and its services. Understand their values and what makes them an award-winning financial services business. This will help you demonstrate your interest in the industry and show that you're genuinely keen on the role.
✨Show Off Your Skills
Highlight your PA/admin experience during the interview. Be ready to discuss specific examples of how you've handled multiple cases or provided excellent customer service in a fast-paced environment. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Practice Your Phone Manner
Since this role requires a professional telephone manner, practice speaking clearly and confidently. You might even want to do a mock phone call with a friend to get comfortable. Remember, staying calm and collected is key, especially when dealing with clients.
✨Ask Smart Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the team dynamics, opportunities for career progression, or how they support employees in gaining industry qualifications. It shows you're engaged and thinking about your future with them.
