At a Glance
- Tasks: Be the go-to person for clients and advisors, ensuring top-notch service.
- Company: Join a growing wealth management firm with a forward-thinking approach.
- Benefits: Enjoy 26 days holiday, private healthcare, and a contributory pension scheme.
- Other info: Great opportunity for career growth in a supportive team.
- Why this job: Perfect for those who love variety and problem-solving in a dynamic environment.
- Qualifications: Strong communication skills and experience in financial services are essential.
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
Client Liaison in Northumberland employer: STAFFPOWER GROUP
Join a dynamic and innovative wealth management firm in Cramlington, where your role as a Client Liaison Administrator will be pivotal in enhancing client relationships and ensuring exceptional service delivery. With a supportive work culture that prioritises employee growth, you will benefit from 26 days of holiday plus your birthday off, a contributory pension scheme, and private healthcare, all while working in a fast-paced environment that values your contributions and encourages professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Client Liaison in Northumberland
✨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 feel confident discussing how you can support advisors and enhance client experiences during your chat with potential employers.
✨Tip Number 3
Showcase your organisational skills! When you get the chance to meet with hiring managers, share examples of how you've successfully managed multiple tasks or projects. This will highlight your ability to thrive in a fast-paced environment, just like the one they’re offering.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are eager to deliver high-quality client service, just like you!
We think you need these skills to ace Client Liaison in Northumberland
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 experience in wealth management and any relevant communication skills to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client service and how your proactive nature will benefit our team. Keep it engaging and personal!
Showcase Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. We want to see that you can maintain high standards right from the start!
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 our team!
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 planning. Familiarise yourself with key terms, processes, and the specific services offered by the company. This will show that you're genuinely interested and ready to hit the ground running.
✨Show Off Your Communication Skills
As a Client Liaison Administrator, 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.
✨Be Organised and Proactive
This role requires a proactive approach and excellent organisational skills. During the interview, share instances where you successfully managed multiple tasks or projects. Highlight your ability to prioritise and stay on top of things, especially in a fast-paced environment.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you determine if the company is the right fit for you.
