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- Tasks: Support clients with inquiries and assist Financial Advisers in delivering top-notch service.
- Company: A rapidly growing independent financial advice group with a strong team culture.
- Benefits: Salary up to £30,000, generous holiday, pension contributions, and exam support.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration within a financial planning firm and excellent communication skills.
- Other info: Enjoy team-building events and opportunities for professional growth.
The predicted salary is between 24000 - 36000 £ per year.
This Client Service Administrator role in Castle Bromwich is available within a highly recognised firm for their growth and high-quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.
As a Client Service Administrator, you will be providing support to clients regarding inquiries and performing administration duties. You will also be supporting the Paraplanners and Financial Advisers to provide great service to clients.
The Duties Include:
- Client service dealing with client queries, phone and email.
- Placing new business onto various platforms.
- Dealing with policy servicing for clients.
- Preparing client files.
- Supporting Financial Advisors and Paraplanners.
- Collating quotes and valuations.
Client Service Administrator Requirements:
- You should have experience as an Administrator within a financial planning firm.
- You should have excellent communication skills.
- You should have good time management skills.
The Company:
This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFAs plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisers services over £500m Fund of Money (FuM) with a desire to grow further.
Client Service Administrator Benefits:
- Salary of £28,000-£30,000.
- Plus, 3% & 5% pension contribution, 4x DIS, 25 days holiday plus bank holidays and your birthday off, and financial support towards exams.
- Office based role with working hours of Monday to Friday, 9am to 5pm.
- Free onsite parking.
- This company has previously organised team building events with overseas trips!
Location: Castle Bromwich, Wolverhampton.
Client Service Administrator in Birmingham employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Administrator in Birmingham
✨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 hunt for a Client Service 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! Research the company and its values, especially their focus on client service and internal talent development. Be ready to share how your experience aligns with their needs and how you can contribute to their growth.
✨Tip Number 3
Show off your communication skills! Whether it's through a phone call or an email, make sure you convey your enthusiasm and professionalism. Remember, as a Client Service Administrator, you'll be the first point of contact for clients, so let your personality shine!
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the team at this fantastic firm in Castle Bromwich.
We think you need these skills to ace Client Service Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Service Administrator role. Highlight your experience in financial planning and any relevant admin skills. We want to see how you can support our team and clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your communication skills and time management abilities, as these are key for us.
Showcase Your Experience: In your application, be sure to showcase any previous experience dealing with client queries or supporting financial advisers. We love seeing how you've made an impact in past roles!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific services the company offers. Familiarise yourself with common client queries and how to address them, as this will show that you're ready to support both clients and the team.
✨Show Off Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might want to prepare examples of how you've successfully handled client inquiries in the past, whether over the phone or via email.
✨Time Management is Key
Be prepared to discuss how you manage your time effectively, especially when juggling multiple tasks like placing new business and preparing client files. Think of specific strategies you've used to stay organised and meet deadlines.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the company's growth and team dynamics. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
