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- Tasks: Support Financial Advisers with diary management, client meetings, and administrative tasks.
- Company: Join a dynamic team focused on redefining client experiences in financial planning.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a competitive pension scheme.
- Why this job: Make a real impact from day one in a supportive and engaging work environment.
- Qualifications: Experience in financial services administration and strong communication skills are essential.
- Other info: Potential for remote work one day a week after probation.
The predicted salary is between 24000 - 36000 £ per year.
Career We are looking for someone familiar within the financial planning industry and passionate about redefining the client experience. This is a busy role requiring someone with a good understanding of financial planning administration and the drive to make a difference from your first day. Benefits * Competitive Pension Scheme – employer contributes 6%, you contribute 3% * 26 days holiday plus bank holidays * Private Medical Insurance * Life Assurance (4x) * Group Income Protection Salary £30K – office based, with the potential to work 1 day a week from home after probation. About the role You will play a crucial role in shaping our clients service delivery within their Marlow hub. Dedicated to supporting one or two Financial Advisers, you will be responsible for every aspect of business facilitation from diary management and administrative support through to case management and client relationship building. To achieve success, it\’s essential to be approachable, exceptionally organised, and skilled at multitasking with ease. Accountabilities * Liaise with 3rd party providers and navigate provider platforms. * Process new business applications. * Co-ordinate Financial Planner’s diaries and arrange client meetings. * Prepare documentation for client appointments and meetings, including the production of annual review meeting packs. * Respond to email enquiries and liaise directly with clients. * Send prepared information and reports to clients. * Ensure all data entry is completed accurately and within specified timelines. * Explore solutions and stay updated with innovations by fully utilising our CRM system (they use Xplan) to enhance our digital financial planning tools. Skills and Experience * Experience of working in a similar administrative role, ideally within Financial Services. * Good level of knowledge across financial products including pensions, investments, mortgages and protection. * Proficient using IT with intermediate Excel skills, e.g. Pivot Tables. * Good communication skills, comfortable with numbers, and highly organised. * Capable of fact finding and analytical thinking. * Love it when you delight a client with great outcomes. * Want to be part of a team that appreciates you – we know you as a person. Their agile working environment means you\’ll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally. Apply for immediate consideration
Client Support Administrator employer: Recruitment Fox Ltd
Contact Detail:
Recruitment Fox Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator
✨Tip Number 1
Familiarize yourself with the financial planning industry, especially the products mentioned in the job description like pensions and investments. This knowledge will help you stand out during the interview process.
✨Tip Number 2
Highlight your organizational skills and ability to multitask. Prepare examples from your past experiences where you successfully managed multiple responsibilities, as this role requires exceptional organizational abilities.
✨Tip Number 3
Demonstrate your proficiency with IT tools, particularly Excel. If you have experience with Pivot Tables or similar functions, be ready to discuss how you've used these skills in previous roles.
✨Tip Number 4
Show your passion for client service by preparing to share specific instances where you delighted clients with your support. This will resonate well with the company's focus on redefining the client experience.
We think you need these skills to ace Client Support Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and skills required for the Client Support Administrator position. Tailor your application to highlight your relevant experience in financial planning administration.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous roles you've held in financial services or similar administrative positions. Be specific about your experience with diary management, client relationship building, and using CRM systems like Xplan.
Showcase Your Skills: Demonstrate your proficiency in IT and Excel, particularly with intermediate skills such as Pivot Tables. Mention any analytical thinking or fact-finding abilities that align with the job requirements.
Personalize Your Application: Make your application stand out by expressing your passion for redefining the client experience. Share examples of how you've delighted clients in the past and your desire to be part of a team that values individual contributions.
How to prepare for a job interview at Recruitment Fox Ltd
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial products like pensions, investments, and mortgages. Being able to discuss these topics confidently will demonstrate your familiarity with the industry and your readiness for the role.
✨Highlight Your Organizational Skills
Since this role requires exceptional organization and multitasking, prepare examples from your past experiences where you successfully managed multiple tasks or projects. This will show that you can handle the busy nature of the job.
✨Demonstrate Your Client-Centric Approach
Be ready to share instances where you've gone above and beyond to delight a client. This will illustrate your passion for redefining the client experience and your commitment to providing excellent service.
✨Familiarize Yourself with CRM Systems
Since the company uses Xplan, it would be beneficial to familiarize yourself with this system or similar CRM tools. Showing that you are tech-savvy and willing to learn will set you apart from other candidates.
