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- 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!
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration within a financial planning firm and excellent communication skills.
- Other info: Enjoy team-building events and opportunities for professional growth.
The predicted salary is between 24000 - 30000 £ per year.
This Client Service Administrator role in Wolverhampton 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.
This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFAs plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisers services over £500m FuM with a desire to grow further.
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 Wolverhampton 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 Wolverhampton
✨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. We recommend doing mock interviews with friends or family to build your confidence.
✨Tip Number 3
Showcase your time management skills during the interview. Be ready to discuss how you've effectively handled multiple tasks in previous roles. This will demonstrate that you're the perfect fit for supporting Financial Advisers and Paraplanners.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Service Administrator in Wolverhampton
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 administrative skills. We want to see how you can support our team and clients!
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. Share specific examples of how you've handled client queries or supported financial advisers in the past.
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial planning industry. Understand the role of a Client Service Administrator and how it supports Financial Advisers and Paraplanners. Familiarise yourself with common client queries and the platforms used for placing new business.
✨Show Off Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively handled client inquiries in the past, whether over the phone or via email. This will 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 collating quotes. Consider sharing specific strategies or tools you use to stay organised and meet deadlines.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and opportunities for internal development. This shows your interest in growing within the firm and aligns with their pride in developing talent. Plus, it gives you a chance to assess if the company is the right fit for you!
