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For Companies At a Glance
- Tasks: Provide top-notch support to clients and the team in a dynamic office environment.
- Company: Join a respected financial services firm with a fun and collaborative culture.
- Benefits: Competitive salary, bonus opportunities, and professional development in a supportive team.
- Other info: Opportunities for career growth and a positive, innovative workplace.
- Why this job: Make a real impact while developing your skills in a fast-paced, rewarding role.
- Qualifications: Experience in administration and strong customer service skills are essential.
The predicted salary is between 23500 - 23500 £ per year.
Location: Chorley, Lancashire (PR7)
Salary: £23,500 per annum + bonus - working 5 days per week - full time
Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of an impactful and fast-paced team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides high-quality bespoke financial advice and services to individuals, businesses, executives, managers, families, and entrepreneurs. Their vision is to make the world of financial planning as positive, fun and stress free as possible.
The Rewards:
- Strong, caring, and collaborative working environment
- The chance to develop yourself and extend your skills and experience
- Joining a motivated team that works hard to create a long-term impact and a continuing success of their Practice
- Reward & Recognition Scheme
The company fosters a fun, positive, caring, professional, and innovative environment for both employees and clients and believe in treating everyone as equals so everyone feels heard and respected. A direct result of this is that the whole team shares their skills and knowledge to deliver an unrivalled level of service to their clients.
The Role:
- You will be tasked with superb levels of support to clients and the team
- You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
- You will manage and collate key data for reports and portfolio reviews
- Dealing with enquiries and correspondence from clients and providers
- Managing the database of clients and diary management for the Partner and Advisers
- You will be processing new business and liaising with SJP admin teams
- Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.
The Person:
- Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to think on your feet
- Good time management and planning skills with the ability to multi-task
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion
- Demonstrate a positive attitude and high level of care and integrity
- Openness to change with a creative approach to problem solving, focusing on positive solutions
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Client Relationship Administrator in Chorley employer: Premium site
Contact Detail:
Premium site Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Administrator in Chorley
✨Tip Number 1
Get to know the company before your interview! Research their values and culture, especially how they treat clients and employees. 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 communication skills! As a Client Relationship Administrator, you'll need to build rapport with clients. Try role-playing common scenarios with a friend or family member to boost your confidence and refine your approach.
✨Tip Number 3
Prepare some questions to ask during your interview. This shows you're engaged and eager to learn more about the role and the team. Think about what you want to know regarding their support systems and opportunities for growth.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start!
We think you need these skills to ace Client Relationship Administrator in Chorley
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for the role shine through! We love seeing candidates who are genuinely excited about the opportunity to join our team and contribute to our mission of making financial planning positive and stress-free.
Tailor Your CV: Make sure to customise your CV to highlight relevant experience that aligns with the Client Relationship Administrator role. We want to see how your skills in administration and customer service can make a difference in our fast-paced environment.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and focus on what makes you a great fit for the role. Remember, we’re looking for strong attention to detail!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll receive a confirmation email once you’ve submitted your application, so you know we’ve got it.
How to prepare for a job interview at Premium site
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Relationship Administrator. Familiarise yourself with the tasks mentioned in the job description, like managing client databases and handling enquiries. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Customer Service Skills
Since this role involves building rapport with clients, be prepared to share examples of how you've provided excellent customer service in the past. Think of specific situations where you went above and beyond to help a client or resolved an issue effectively. This will highlight your ability to manage client relationships.
✨Demonstrate Attention to Detail
Attention to detail is crucial for this position. During the interview, mention instances where your meticulous nature made a difference in your previous roles. You could talk about how you ensured accuracy in reports or managed data effectively, which aligns perfectly with the expectations of the role.
✨Embrace a Positive Attitude
The company values a positive and caring environment, so it's essential to convey your enthusiasm during the interview. Share your approach to problem-solving and how you maintain a positive outlook, even in challenging situations. This will resonate well with the company's culture and show that you're a great fit for their team.