At a Glance
- Tasks: Support Financial Advisers with client management and administrative tasks.
- 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 employer: RGH-Global
Join a well-established Chartered Financial Planning practice in St Neots, where you will thrive in a supportive and collaborative environment. With hybrid working options, a competitive salary, and a generous benefits package, this role offers excellent opportunities for professional growth and development while ensuring a client-focused approach is at the heart of everything you do.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Coordinator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Coordinator 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 interviews by practising common questions related to client service and administration. Think about how your organisational skills and client-first approach can shine through. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether in person or virtually, make sure to highlight your experience in managing multiple priorities and your ability to support a team effectively. Bring examples of your work that demonstrate your attention to detail.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So, go ahead and submit your application for that Client Services Coordinator position!
We think you need these skills to ace Client Services Coordinator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Services Coordinator role. Highlight your organisational skills and any client-facing experience you have, as these are key for us.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of how you've provided excellent client service or managed multiple priorities in the past.
Showcase Your Communication Skills:As a Client Services Coordinator, strong communication is essential. Make sure your application is clear, concise, and free of errors. This will demonstrate your attention to detail and professionalism.
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’re considered for this fantastic opportunity with our supportive team.
How to prepare for a job interview at RGH-Global
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Services Coordinator. Familiarise yourself with diary management, client documentation, and how to support financial advisers. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
During the interview, be ready to discuss specific examples of how you've managed multiple priorities in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will demonstrate your ability to stay organised and efficient in a busy environment.
✨Communicate Like a Pro
As a key point of contact for clients, strong communication skills are essential. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask the interviewer about their client service approach, showing that you’re proactive and engaged.
✨Emphasise Your Client-First Attitude
Make it clear that you prioritise client satisfaction. Share examples of how you've gone above and beyond to meet client needs in past roles. This will resonate well with the interviewers, as they’re looking for someone who aligns with their client-focused values.
