At a Glance
- Tasks: Assist Independent Financial Advisers with client administration and reporting tasks.
- Company: Join a successful Independent Financial Advice Practice with a caring team culture.
- Benefits: Up to £35,000 salary, flexible benefits, wellness platform, and professional development support.
- Other info: Enjoy hybrid working and excellent career growth opportunities in a supportive environment.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in administration and a desire to achieve the Certificate in Financial Services.
The predicted salary is between 35000 - 35000 € per year.
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia, managing over a billion in funds. They are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who care about their clients.
I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office.
Purpose of the role
- To undertake client related administration, review work, reporting and implementation, assisting Independent Financial Advisers in providing independent financial services to clients.
- To undertake the required number of chargeable hours for the department.
- To complete tasks in an efficient and timely fashion.
Knowledge and experience
- It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services, demonstrating the basic levels of technical knowledge required for the job.
- A good understanding of Microsoft Office and other industry technical software packages, e.g. Curo.
- Good organisational and planning skills, able to keep a time record of work undertaken on behalf of clients.
- Understand the advice process and the need for a commercial relationship with clients.
- Strong communication skills and excellent analytical skills.
- Good team player with a flexible approach.
Key responsibilities
- Maintenance of client and portfolio records.
- Preparation of client files for annual or half yearly reviews.
- Process client new business and general client administration as required.
- Communicate with clients on case progress.
- Preparing necessary paperwork and application forms for client meetings.
- Managing WIP and invoicing.
- Communicate with product providers on case progress, compliance issues, and record keeping.
Salary
Up to £35,000.00, dependent on experience and qualifications.
Benefits
- Life cover 4 x salary.
- Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme, and purchase additional annual leave).
- Wellness platform with 24/7 GP access.
- Shopping discounts platform.
- Support to obtain professional qualifications with study leave and financial support with exam material.
- Enhanced maternity and paternity leave.
- Health Care Cash Plan.
- Enhanced employer pension contributions.
- Hybrid working (3 days in the office, 2 days from home, post probation).
- 9-5 - Mon-Fri.
Client Services Co-Ordinator in Ipswich employer: Service Service Employment Agency Limited
Join a thriving Independent Financial Advice Practice in Colchester, where you will be part of a close-knit team dedicated to providing exceptional client service. With a strong focus on employee well-being, we offer flexible working arrangements, comprehensive benefits, and support for professional development, ensuring that you can grow your career while making a meaningful impact in the financial services sector.
Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Co-Ordinator in Ipswich
✨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 Co-Ordinator 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 researching the company and its values. Since this role is all about client care, think of examples from your past experiences that showcase your strong communication skills and ability to build relationships. We want to see how you can fit into their personable team!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating your understanding of the advice process and how you can contribute to maintaining client records efficiently.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so take advantage of our resources to boost your chances of landing that dream job!
We think you need these skills to ace Client Services Co-Ordinator in Ipswich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Services Co-Ordinator. Highlight your experience in client administration and any relevant qualifications, like the Certificate in Financial Services, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you want to join our team and how your skills align with what we’re looking for. Keep it friendly and professional, just like us!
Showcase Your Communication Skills:Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors before hitting send!
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 important updates from us!
How to prepare for a job interview at Service Service Employment Agency Limited
✨Know Your Stuff
Make sure you brush up on the basics of financial services and the advice process. Familiarise yourself with common industry terms and the specific software mentioned in the job description, like Curo. This will show that you're not just a good fit for the role but also genuinely interested in the field.
✨Showcase Your Organisational Skills
Since the role involves a lot of client administration and record-keeping, be ready to discuss how you manage your time and tasks. Bring examples of how you've successfully organised workloads in previous roles, and maybe even share a few tips on how you keep everything on track.
✨Communicate Clearly
Strong communication skills are key for this position. During the interview, practice articulating your thoughts clearly and concisely. You might want to prepare a couple of scenarios where you effectively communicated with clients or team members to resolve issues or provide updates.
✨Be a Team Player
This company values a personable approach, so highlight your ability to work well in a team. Share experiences where you collaborated with colleagues to achieve a common goal or supported others in their tasks. It’s all about showing that you can contribute positively to their collective culture.
