At a Glance
- Tasks: Support Financial Advisers with client management and administrative operations.
- Company: Established Chartered Financial Planning practice in Cambridgeshire.
- Benefits: Competitive salary, hybrid working, pension contributions, and generous benefits package.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Join a supportive team and make a real difference in client services.
- Qualifications: Strong communication and organisational skills; experience in financial services is a plus.
The predicted salary is between 28000 - 30000 £ per year.
Location: St Neots, Cambridgeshire (hybrid working)
Salary: £28,000 – £30,000 DOE
We are recruiting on behalf of a well-established Chartered Financial Planning practice in the Cambridgeshire area. This is a fantastic opportunity for an organised, client-focused professional to join a supportive and collaborative team, providing high-quality administrative and client service support to a team of Financial Advisers.
The Role
You will act as a key point of contact for clients and new enquiries, managing day-to-day administrative operations and ensuring advisers are well-supported. Responsibilities include:
- Diary and appointment management
- Preparation for client meetings
- Production of client-facing documentation
- Maintaining accurate and compliant client records
You will liaise across the team to keep work progressing efficiently, contribute to team meetings, and maintain your own CPD and Training & Competence records.
About You
You will be a confident communicator with strong organisational skills and a professional, client-first approach. You will be comfortable managing multiple priorities in a busy environment and take genuine pride in the quality of your work. Previous experience in financial services or a client-facing administrative role is desirable, though candidates with strong transferable skills and a positive attitude to learning are equally welcome to apply.
What's on Offer
- Salary of £28,000 – £30,000 depending on experience
- Hybrid working arrangements
- 35-hour working week
- Pension with employer contributions matched up to 5%
- Generous wider benefits package
Client Services Coordinator in Saint Neots employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Coordinator in Saint Neots
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RGH-Global Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Coordinator in Saint Neots
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RGH-Global Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RGH-Global Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RGH-Global Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RGH-Global Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RGH-Global Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RGH-Global Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
