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- Tasks: Assist Independent Financial Advisers with client administration and reporting tasks.
- Company: Join a personable and successful Independent Financial Advice Practice in East Anglia.
- Benefits: Enjoy a competitive salary, flexible benefits, wellness support, and hybrid working options.
- Other info: Be part of a supportive team with excellent career development opportunities.
- 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.
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 Essex 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 Essex
✨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 be able to refer you to someone at a company you're interested in.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Client Services Co-Ordinator, you'll need to convey information clearly and effectively. Role-play common interview questions with a friend or family member to boost your confidence.
✨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 awesome team!
We think you need these skills to ace Client Services Co-Ordinator in Essex
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!
Show Off Your Skills: We love seeing strong communication and organisational skills. In your application, give examples of how you've successfully managed client relationships or handled administrative tasks efficiently. This will help us see you in action!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
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 Like a Pro
Strong communication skills are key for this position. Practice articulating your thoughts clearly and confidently. Think about how you would explain complex information to clients or colleagues in a simple way.
✨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, and highlight your flexible approach to problem-solving.