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- Tasks: Provide top-notch admin support and enhance client relationships in financial services.
- Company: Established financial advisory firm with a supportive culture.
- Benefits: Competitive salary, career development opportunities, and great benefits.
- Why this job: Join a dynamic team and make a real difference in client experiences.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Proactive environment with opportunities for growth and learning.
An established financial advisory firm is looking for a Client Support Administrator to provide high-level administrative support and enhance client relationships.
Key Responsibilities:
- Manage client records and liaise with insurance, pension & investment providers
- Support advisers with admin, scheduling, and correspondence
- Organise client meetings and internal events
- Ensure compliance and smooth office operations
Requirements:
- Experience in financial services administration preferred
- Strong organisational skills and attention to detail
- Proactive, client-focused, and confident with Microsoft Office (Intelliflo desirable)
Why Apply:
- Supportive professional environment with career development
- Competitive salary & benefits
Client Administrator in Liverpool employer: Staff Power Group
Contact Detail:
Staff Power Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator in Liverpool
✨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 Support 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 by practising common questions related to client administration. Think about how your organisational skills and attention to detail can shine through in your answers. We want you to feel confident and ready to impress!
✨Tip Number 3
Showcase your tech skills! If you're familiar with Microsoft Office or any specific tools like Intelliflo, make sure to highlight that in conversations. Being proactive and tech-savvy can set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills match the role, so don’t be shy about showcasing your organisational prowess and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Support Administrator role. Share specific examples of how you've enhanced client relationships or supported teams in the past.
Showcase Your Tech Skills: Since the role involves using Microsoft Office and possibly Intelliflo, make sure to mention your proficiency with these tools. We love candidates who are tech-savvy and can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Staff Power Group
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and the specific products the firm offers. Understanding terms related to insurance, pensions, and investments will show that you're proactive and genuinely interested in the role.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you've demonstrated strong organisational skills. Whether it's managing client records or scheduling meetings, having concrete examples ready will help you stand out as a candidate who can handle the responsibilities of the role.
✨Be Client-Focused
During the interview, emphasise your client-focused approach. Share stories that highlight how you've successfully built relationships with clients or resolved issues. This will demonstrate that you understand the importance of enhancing client relationships in this position.
✨Familiarise Yourself with Microsoft Office
Since proficiency in Microsoft Office is essential, make sure you're comfortable with its various applications. If you have experience with Intelliflo, mention it! Being able to discuss your technical skills confidently will give you an edge in the interview.
