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- Tasks: Support advisers with efficient policy administration and enhance client satisfaction.
- Company: Leading wealth management firm in Southampton with a focus on quality service.
- Benefits: Hybrid working after probation, fixed-term contracts, and professional development opportunities.
- Why this job: Join a dynamic team and make a real difference in client and adviser experiences.
- Qualifications: Strong organisational skills and proficiency in Microsoft Office, especially Excel and PowerPoint.
- Other info: Ideal for those who value effective communication and high-quality work.
The predicted salary is between 28800 - 43200 £ per year.
A leading wealth management firm in Southampton is seeking Client and Adviser Services Administrators to enhance adviser satisfaction through efficient policy administration and support.
The ideal candidates will have strong organizational skills and proficiency in Microsoft Office, especially Excel and PowerPoint.
This role offers hybrid working after the probation period, with opportunities for fixed-term contracts ranging from 6 to 12 months.
Candidates who strive for high-quality work and effective communication will excel in this position.
Client & Adviser Services Technician (6-Month Contract) in Southampton employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client & Adviser Services Technician (6-Month Contract) in Southampton
✨Tip Number 1
Network like a pro! Reach out to current or former employees of the firm on LinkedIn. A friendly chat can give us insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common questions related to client services and policy administration. We want to show off our organisational skills and communication prowess!
✨Tip Number 3
Showcase your Excel and PowerPoint skills during the interview. Maybe bring along a quick presentation or example of how you've used these tools effectively in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can keep track of your progress and any updates directly.
We think you need these skills to ace Client & Adviser Services Technician (6-Month Contract) in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your organisational skills and experience with Microsoft Office, especially Excel and PowerPoint. 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 enhancing adviser satisfaction. Tell us why you’re excited about this opportunity and how you can contribute to our team’s success.
Showcase Your Communication Skills: Effective communication is key in this role. In your application, give examples of how you've successfully communicated with clients or colleagues in the past. We love seeing real-life examples!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you understand the wealth management industry and the specific services offered by the firm. Brush up on policy administration processes and be ready to discuss how you can enhance adviser satisfaction.
✨Excel at Excel
Since proficiency in Microsoft Excel is key, practice using functions, formulas, and data analysis tools. Be prepared to demonstrate your skills or discuss how you've used Excel in previous roles to improve efficiency.
✨Communicate Clearly
Effective communication is crucial in this role. Practice articulating your thoughts clearly and concisely. Think of examples from your past experiences where your communication skills made a difference in client or adviser interactions.
✨Show Your Organisational Skills
Prepare to discuss how you manage your workload and prioritise tasks. Bring examples of how you've successfully handled multiple responsibilities in a fast-paced environment, showcasing your organisational prowess.
