At a Glance
- Tasks: Manage client relationships and financial administration in a dynamic wealth management firm.
- Company: Boutique wealth management firm with high standards and a supportive team.
- Benefits: Four-day work week, flexible hours, professional development support, and competitive salary.
- Other info: Great location with easy transport access and free parking.
- Why this job: Join a small team where your contributions are valued and recognised.
- Qualifications: Experience in client-facing roles and strong communication skills required.
The predicted salary is between 35000 - 40000 £ per year.
Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high standards. As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity.
What you will do:
- Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly.
- Schedule and track client review meetings and maintain proactive contact with the client base.
- Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy.
- Prepare client-facing documentation, reports and correspondence to a consistently professional standard.
- Ensure adviser charges are correctly set up, tracked and reconciled monthly.
- Maintain pipeline and client records within Xplan CRM.
What you will bring:
- At least three years' experience in a client-facing or customer service role.
- Strong written communication skills with genuine attention to detail.
- Confident with Microsoft Office and comfortable learning new systems.
- Well organised, self-managing and able to prioritise under pressure.
- Experience in financial services administration is desirable but not essential.
Why this role?
- The firm operates a four-day working week around 30 hours, Monday to Thursday.
- You will work in a small, professional environment where high standards are expected and good work is recognised.
- A structured professional development pathway is in place, with exam costs reimbursed and a salary review on qualification.
- Salary £28,000 to £30,000 depending on experience.
- Flexible start / end times.
- Based in Sutton Coldfield easy for public transport / free parking.
To apply, please send your CV to Gary Simpson.
Administrator - Financial Services in Sutton Coldfield employer: Simpson Recruitment Services
Join a boutique wealth management firm in Sutton Coldfield that values its employees and fosters a supportive, client-focused work culture. With a four-day working week, flexible hours, and a commitment to professional development, this role offers an excellent opportunity for growth while maintaining a healthy work-life balance. Enjoy the benefits of working in a small team where your contributions are recognised and rewarded.
Contact Details:
Simpson Recruitment Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Financial Services in Sutton Coldfield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Simpson Recruitment Services. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrator - Financial Services in Sutton Coldfield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Simpson Recruitment Services.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Simpson Recruitment Services's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Simpson Recruitment Services
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Simpson Recruitment Services.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Simpson Recruitment Services will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Simpson Recruitment Services employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
