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- Tasks: Support mortgage brokers and financial advisors with applications and client queries.
- Company: Join Quilter Financial Planning, a leading name in the financial services industry.
- Benefits: Enjoy a competitive salary, performance bonuses, and full training in a supportive environment.
- Why this job: Kickstart your career in finance with hands-on experience and professional development opportunities.
- Qualifications: Experience with Microsoft Office and strong organisational and communication skills required.
- Other info: This is a full-time office role in Stanmore, Middlesex; commuting or relocation is necessary.
The predicted salary is between 28800 - 43200 £ per year.
** THIS IS A FULL-TIME OFFICE BASED ROLE IN STANMORE, MIDDLESEX, PLEASE ONLY APPLY IF YOU ARE PREPARED TO COMMUTE OR RELOCATE TO THAT LOCATION **
If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you!
As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as admin assistant on an Employed basis with one of our Strategic Partner firms.
Key Responsibilities:
- Support mortgage brokers in the processing and administration of residential and commercial mortgage applications.
- Supporting financial advisors in the processing and administration of reviewing client finances.
- Liaise with clients, providers, and third parties to ensure smooth and timely progression of applications.
- Analyse financial information and comply with regulations.
- Able to learn and use new systems
- Monitor and follow up on the status of applications, ensuring deadlines are met and issues are promptly addressed.
- Prepare and submit provider packages, ensuring all documentation meets compliance and underwriting standards.
- Ensure all files are maintained in accordance with regulatory requirements and brokerage policies.
- Provide exceptional customer service by answering client queries and updating them throughout the process.
- Support post-completion tasks, including discharge requests, commission tracking, and archiving.
Requirements:
- Experience in use of Microsoft Office (Word, Excel, Outlook, teams).
- Excellent organisational skills and attention to detail.
- Effective communication skills, both written and verbal.
- Ability to manage multiple files simultaneously in a fast-paced environment.
- Ability to work effectively as part of a team and independently using own initiative.
What We Offer:
- Competitive salary and potential for performance-based bonuses.
- A collaborative and supportive environment.
- Opportunities for professional development.
- Full training will be provided.
Client Support Specialist employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Specialist
✨Tip Number 1
Familiarise yourself with the financial services industry, especially mortgage processes. Understanding the terminology and common practices will help you engage more confidently during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with people who can provide insights or even refer you to opportunities at Quilter Financial Planning.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and Word. Being proficient in these tools is crucial for the role, and demonstrating your capability can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your organisational skills and how you manage multiple tasks. Think of specific examples from your past experiences that showcase your ability to handle a fast-paced environment effectively.
We think you need these skills to ace Client Support Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry. Emphasise any roles where you supported clients or managed administrative tasks, as these are key for the Client Support Specialist position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your organisational skills and ability to manage multiple files simultaneously.
Showcase Communication Skills: Since effective communication is crucial for this role, provide examples in your application of how you've successfully liaised with clients or third parties in previous positions. This will demonstrate your capability to provide exceptional customer service.
Highlight Technical Proficiency: Mention your experience with Microsoft Office applications, particularly Word, Excel, and Outlook. If you have used any specific systems related to financial services, be sure to include that information to show your readiness for the role.
How to prepare for a job interview at Quilter Financial Planning
✨Research the Company
Before your interview, take some time to learn about Quilter Financial Planning. Understand their services, values, and recent news. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to your experience in the financial services industry. Be ready to discuss how your skills align with the responsibilities of supporting mortgage brokers and financial advisors.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight your attention to detail and ability to meet deadlines.
✨Demonstrate Customer Service Skills
As a Client Support Specialist, providing exceptional customer service is key. Be prepared to share instances where you effectively handled client queries or resolved issues, showcasing your communication skills.