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- Tasks: Provide admin support to Financial Advisers and manage client information.
- Company: Join a rewarding organisation that values learning and growth.
- Benefits: Competitive salary, gym membership, NHS cash plan, and generous holiday allowance.
- Other info: Enjoy team socials and a supportive work environment.
- Why this job: Kickstart your career in financial services with full training and development opportunities.
- Qualifications: No prior experience needed; just a desire to learn and grow.
The predicted salary is between 24000 - 24000 £ per year.
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What's most important is the desire to learn and build a worthwhile career.
Hours: 5 days per week Monday to Friday - 9am until 5pm
Salary: £24,000
Contract type: Permanent
Benefits:
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- In-house development path for those that want to develop throughout the various roles
- Team socials
Role purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business's Financial Advisers and wider business.
Key Duties and Responsibilities:
- Prep of meeting packs (new and review)
- Completion of Annual Review letters within timescale
- Completion and updating of client personal information and details
- Completion of Fund switch letters within timescale
- Completing client change requests in contributions/bank details/address
- Diary Management
- Appointment booking via telephone and email
- Review and overdue meeting management
- Adding leads and prospects to the system
- Withdrawals taking client instruction and completing security checks
- Online access registering
- Pre-population of client information in various key documents
- ID anti-money laundering checks
- Logging documentation on an internal server
- Client meeting reminders
- Preparation of welcome packs/sending
- Certifying documents
- Policy services request for information
- Calling third-party providers for information
- Scanning and processing incoming post
- Answering of incoming office calls
- Supporting with any broader general office support
- Supporting with client generic queries
Person Specification:
- Genuine interest in Financial Services
- Confident phone manner and dealing with clients
- Keen to develop and learn
- High level of attention to detail
- Highly organised and works with a proactive attitude
- Excellent written and verbal communication skills
- Excellent IT Skills
- Approaches work positively with a can-do attitude and takes responsibility for own tasks
- Manages time effectively and can work within set timescales
- Works well as an individual and as part of a large team
Client Servicing Administrator employer: Resourcing Group
Contact Detail:
Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Administrator
✨Tip Number 1
Get to know the company culture! Before your interview, check out their website and social media. This will help you understand what they value and how you can fit in. Plus, it gives you some great talking points during your chat!
✨Tip Number 2
Practice makes perfect! Try doing mock interviews with a friend or in front of the mirror. Focus on your communication skills and how you present yourself. Remember, confidence is key, especially when you're dealing with clients!
✨Tip Number 3
Show your eagerness to learn! Since prior experience isn’t essential, highlight your willingness to develop and grow within the role. Share examples of how you've tackled new challenges in the past to demonstrate your proactive attitude.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Client Servicing Administrator
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for learning and growing in the financial services sector shine through. We want to see that you're excited about the opportunity to join our team and develop your skills!
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the role of Client Servicing Administrator. Even if you don’t have direct experience, focus on your organisational skills and attention to detail – we love that!
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and structure your thoughts well. We appreciate a well-organised application that makes it easy for us to see why you’d be a great fit!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Resourcing Group
✨Show Your Enthusiasm
Make sure to express your genuine interest in the financial services industry during the interview. Talk about why you want to join this lovely organisation and how eager you are to learn and grow within the role.
✨Highlight Your Organisational Skills
Since the role requires a high level of organisation, prepare examples from your past experiences where you successfully managed multiple tasks or projects. This will demonstrate your ability to handle the responsibilities of the Client Servicing Administrator position.
✨Practice Your Communication Skills
Given the importance of excellent written and verbal communication in this role, practice answering common interview questions out loud. You could even ask a friend to conduct a mock interview with you to help build your confidence.
✨Prepare Questions to Ask
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, training opportunities, and career development paths. This shows that you're not only interested in the job but also in how you can grow with the organisation.