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- Tasks: Assist Independent Financial Advisers with client administration and reporting tasks.
- Company: A successful Independent Financial Advice Practice with a caring team culture.
- Benefits: Competitive salary, flexible benefits, wellness support, and professional development opportunities.
- Other info: Enjoy hybrid working and excellent career growth in a supportive environment.
- Why this job: Join a personable team and make a real difference in clients' financial journeys.
- 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 with over a billion funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
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, in order to assist Independent Financial Advisers in the provision of 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. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be 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 issue and record keeping.
Salary
Up to 35,000.00, this is 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 Colchester employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Co-Ordinator in Colchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client services and think about how your skills align with their needs. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice your communication skills! Since strong communication is key for this role, consider doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently during the real deal.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our team and contributing to our clients' success.
We think you need these skills to ace Client Services Co-Ordinator in Colchester
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’re passionate about working with clients and how your skills align with our needs. Keep it friendly and professional – we want to get to know you!
Show Off Your Skills: Don’t forget to mention your organisational skills and proficiency with Microsoft Office or any industry software like Curo. We love seeing candidates who can manage their time effectively and communicate well with clients.
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
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the advice process. Familiarise yourself with the Certificate in Financial Services if you haven't already, as it shows you're serious about the role and understand the basics.
✨Show Off 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 keep things organised. Bring examples of how you've successfully handled multiple tasks or projects in the past.
✨Communicate Clearly
Strong communication skills are key for this position. Practice explaining complex ideas simply and clearly, as you'll need to communicate with clients and colleagues alike. Think of scenarios where you've had to explain something tricky and how you made it understandable.
✨Be a Team Player
This role requires collaboration with Independent Financial Advisers and other team members. Be prepared to share examples of how you've worked effectively in a team before, highlighting your flexible approach and willingness to support others.