At a Glance
- Tasks: Be the go-to person for clients and advisors, ensuring top-notch service.
- Company: Reputable wealth management firm with a focus on growth and innovation.
- Benefits: 26 days holiday, private healthcare, career development, and more.
- Other info: Diverse and inclusive workplace with excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real difference in client experiences.
- Qualifications: Strong communication skills and experience in financial services.
The predicted salary is between 30000 - 40000 € per year.
Do you have experience working within a Wealth Management or Wealth Planning environment? Looking to take the next step in your career with a growing and forward-thinking firm? We’re currently partnering with a well-established and expanding wealth management business to recruit a Client Liaison Administrator on a full-time, permanent basis.
Locations: Cramlington
The Role
As a Client Liaison Administrator, you’ll be a key point of contact for both clients and advisors, playing a vital role in delivering a seamless and professional service. This is a fast-paced position where no two days are the same, ideal for someone who thrives on variety and problem-solving.
Key Responsibilities
- Supporting Advisors with diary management, queries, and client opportunities
- Following workflows and processes using XPLAN
- Preparing cases ahead of paraplanning
- Processing business across investments, pensions, and protection from submission through to completion
- Preparing client meeting packs and supporting annual reviews
- Attending operational meetings and contributing to team efficiency
- Maintaining accurate and compliant client records
What We’re Looking For
- Strong communication skills with the ability to liaise across Advisors, Paraplanners, and Clients
- A proactive and organised individual with excellent attention to detail
- A passion for delivering high-quality client service
- Experience within financial services
What’s on Offer
- 26 days holiday + birthday off (plus bank holidays)
- Contributory pension scheme
- Private healthcare & life assurance
- Charity volunteer days
- Career development opportunities, support with CII Level 4 Diploma in Financial Advice
- Cycle to work scheme
- Recognition & referral programmes
About the Company
Our client is a highly reputable wealth management firm providing tailored financial planning and investment solutions to a broad client base—from private individuals to large institutions. With continued growth and investment in both people and technology, they are building a strong reputation as a trusted name in the industry.
Diversity & Inclusion
Our client is committed to building a diverse and inclusive workplace where everyone feels valued and supported. They actively encourage applications from individuals of all backgrounds.
Interested? Apply now or get in touch to find out more.
Client Liaison in Cramlington employer: STAFFPOWER GROUP
Join a dynamic and forward-thinking wealth management firm in Cramlington, where your role as a Client Liaison Administrator will be pivotal in delivering exceptional client service. With a strong commitment to employee growth, offering career development opportunities and support for professional qualifications, alongside a vibrant work culture that values diversity and inclusion, this company stands out as an excellent employer for those seeking a meaningful and rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Client Liaison in Cramlington
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Client Liaison 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 brushing up on your knowledge of XPLAN and the financial services industry. We want you to shine when discussing how you can support advisors and enhance client experiences!
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects simultaneously. This will demonstrate your ability to thrive in a fast-paced environment, just like the one we’re hiring for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our mission of delivering top-notch client service.
We think you need these skills to ace Client Liaison in Cramlington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Client Liaison role. Highlight your communication skills and any relevant experience in wealth management to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about delivering high-quality client service and how your proactive nature makes you a great fit for our team.
Showcase Your Problem-Solving Skills:Since this role thrives on variety and problem-solving, share examples of how you've tackled challenges in previous roles. We love seeing how you think on your feet!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at STAFFPOWER GROUP
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management and financial services. Familiarise yourself with key terms, processes, and the specific services the company offers. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Show Off Your Communication Skills
As a Client Liaison Administrator, strong communication is key. Prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about times when you resolved issues or facilitated discussions—these stories will highlight your skills and fit for the role.
✨Be Organised and Proactive
This role requires a proactive approach and excellent organisational skills. During the interview, share specific instances where you managed multiple tasks or projects successfully. Discuss how you prioritise your workload and ensure that nothing falls through the cracks.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the company's approach to client service, or opportunities for professional development. This shows you're engaged and serious about contributing to their success.
