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- Tasks: Provide top-notch admin support and manage adviser policies in a dynamic team.
- Company: Leading wealth management firm in Southampton with a focus on inclusivity.
- Benefits: Flexible benefits, potential for permanent role, and a supportive work environment.
- Why this job: Join a reputable firm and make a difference in client and adviser services.
- Qualifications: Administrative experience and strong Microsoft Office skills, especially Excel.
- Other info: Hybrid working model with opportunities for career advancement.
The predicted salary is between 30000 - 42000 £ per year.
A leading wealth management firm in Southampton is seeking Client & Adviser Service Administrators to manage adviser policies and queries. The role involves high-quality administrative support, adherence to service level agreements, and team collaboration.
Candidates must have administrative experience and strong skills in Microsoft Office, especially Excel. This fixed-term contract may lead to permanent opportunities. The firm values inclusivity and offers a range of flexible benefits for UK employees.
Client & Adviser Services Technician — Hybrid in Southampton employer: Quilter plc
Contact Detail:
Quilter plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client & Adviser Services Technician — Hybrid in Southampton
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm on LinkedIn or through mutual connections. A friendly chat can give us insights into the company culture and might even lead to a referral!
✨Tip Number 2
Prepare for the interview by practising common questions related to administrative roles. We should also think about how our experience aligns with their needs, especially in managing adviser policies and queries.
✨Tip Number 3
Show off your Excel skills! If you get the chance, bring examples of how you've used Excel in previous roles. We want to demonstrate that we can handle data efficiently and meet those service level agreements.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can keep track of our applications and any updates directly from there.
We think you need these skills to ace Client & Adviser Services Technician — Hybrid in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administrative experience and any relevant skills, especially in Microsoft Office. We want to see how your background aligns with the role of Client & Adviser Services Technician.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for wealth management and your ability to manage adviser policies. Let us know why you’re excited about this opportunity and how you can contribute to our team.
Showcase Team Collaboration: Since this role involves working closely with others, mention any experiences where you’ve successfully collaborated in a team. We love to see how you can fit into our inclusive culture!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Quilter plc
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and the specific services the firm offers. Familiarise yourself with common adviser policies and queries, as this will show that you're genuinely interested in the role and understand what’s expected.
✨Excel at Excel
Since strong skills in Microsoft Excel are a must, practice using functions, formulas, and data analysis tools. Be ready to discuss how you've used Excel in previous roles, and if possible, prepare to demonstrate your skills during the interview.
✨Showcase Your Admin Skills
Highlight your administrative experience by sharing specific examples of how you've managed tasks efficiently. Discuss any service level agreements you've adhered to and how you’ve collaborated with teams to achieve goals, as this aligns perfectly with what the firm is looking for.
✨Embrace Inclusivity
The firm values inclusivity, so be prepared to discuss how you contribute to a positive team environment. Share experiences where you've worked with diverse groups or adapted to different perspectives, showing that you can thrive in their collaborative culture.
