At a Glance
- Tasks: Support paraplanners and advisers with client administration and maintain back-office systems.
- Company: Established financial planning firm with a supportive team culture.
- Benefits: Salary between £30,000–£35,000 and exposure to diverse client services.
- Other info: Work from home opportunity with a focus on teamwork and client satisfaction.
- Why this job: Join a reputable firm and gain valuable experience in client services.
- Qualifications: Experience in IFA or client services and strong organisational skills.
The predicted salary is between 30000 - 35000 £ per year.
We're working with a well-established independent financial planning firm based in Finchley, North London, who are looking to appoint a Client Services Administrator to join their Operational Support team.
The Role
A varied and hands-on position spanning two key areas - Policy Servicing and Client Reviews Administration. As a Client Services Administrator supporting paraplanners and advisers with day-to-day administration, maintaining the back-office system, processing letters of authority, handling client queries and preparing valuation packs for regulatory review meetings.
What You'll Need
- Previous experience in an IFA or Client Services Administrator role
- Familiarity with back-office systems and provider platforms
- Strong attention to detail and organisational skills
- Confident communicating with clients, advisers and providers
What's on Offer
£30,000–£35,000 depending on experience
A supportive team environment within an established, reputable firm
Exposure to a broad range of Client Services Administration
If this sounds like the right fit, get in touch today.
Client Services Administrator employer: Recruit UK
Join a well-established independent financial planning firm in Finchley, where you will thrive in a supportive team environment that values your contributions. With competitive salary offerings and opportunities for professional growth, this role as a Client Services Administrator allows you to engage with a diverse range of client services while enjoying the flexibility of working from home. Experience a culture that prioritises collaboration and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator
✨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 lookout for a Client Services 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! Brush up on your knowledge of back-office systems and client servicing. Think about how your previous experience aligns with the role and be ready to share specific examples that showcase your attention to detail and organisational skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like the Client Services Administrator. Plus, it helps us keep track of your application and get you in front of the right people faster.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your previous experience in an IFA or Client Services Administrator role. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your familiarity with back-office systems and provider platforms!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Operational Support team. Share specific examples of how you've handled client queries or maintained back-office systems in the past.
Show Off Your Attention to Detail:In this role, attention to detail is key. When you're filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on!
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, it shows you’re keen to join our team!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of back-office systems and provider platforms. Familiarity with these tools will not only help you answer questions confidently but also show that you're ready to hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your previous roles as a Client Services Administrator or in an IFA setting. Highlight how your attention to detail and organisational skills have positively impacted your team's efficiency or client satisfaction.
✨Practice Your Communication Skills
Since the role involves communicating with clients, advisers, and providers, practice articulating your thoughts clearly. You might even want to role-play common scenarios to demonstrate your confidence and professionalism during the interview.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture or the specifics of the Operational Support team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
