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For Companies At a Glance
- Tasks: Support advisers and deliver outstanding client experiences in a fast-paced environment.
- Company: bdhSterling, a specialist in cross-border financial planning.
- Benefits: Collaborative culture, career growth opportunities, and a friendly work environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong admin skills, excellent communication, and customer service experience.
- Other info: Join a supportive team with global connections and exciting projects.
The predicted salary is between 36000 - 60000 £ per year.
About the Role
At bdhSterling, we provide specialist cross-border financial planning advice to clients in the UK and Australia. We’re now seeking a Client Services Administrator to join our team in our Epsom office, supporting advisers and operations while delivering an outstanding client experience.
About You
We’re looking for someone who is professional, service-driven, and enjoys building lasting client relationships. You’ll bring:
- Strong administration and organisational skills.
- Excellent written and verbal communication abilities.
- Proficiency in Microsoft Office.
- Experience in customer or client service roles.
- The ability to manage multiple priorities in a fast-paced environment.
Desirable
- Experience within financial services or professional services administration.
- Knowledge of financial advice processes and documentation.
- Familiarity with Salesforce.
Key Responsibilities
- Act as the primary point of contact for clients, managing queries and building strong relationships.
- Prepare, process, and track client applications, transfer requests, investment instructions, and compliance documents.
- Work closely with Advisers, Paraplanners, and Operations to ensure a smooth client journey.
- Produce clear and accurate client communications, maintaining a professional and friendly tone.
- Maintain accurate records, update client databases, and ensure compliance with data protection standards.
- Support the wider team with research, projects, and process improvement initiatives.
- Assist with day-to-day office tasks including incoming calls, mail distribution, and greeting clients.
Why Join Us?
At bdhSterling, we pride ourselves on our supportive and collaborative culture. As part of our team, you’ll enjoy:
- A client-facing role where you make a real difference to people’s financial journeys.
- The opportunity to grow and develop your career in financial services.
- Working in a friendly, professional environment with global connections.
If you are a detail-oriented and client-focused administrator ready to take the next step in your career, we’d love to hear from you.
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Client Services Administrator (IFA) Client Administration · London employer: Sterling Ltd
Contact Detail:
Sterling Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator (IFA) Client Administration · London
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at bdhSterling. A friendly chat can open doors and give you insights that might just help you land that Client Services Administrator role.
✨Tip Number 2
Prepare for the interview by practising common questions related to client service and administration. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you showcase your skills effectively!
✨Tip Number 3
Show off your Microsoft Office skills! During the interview, be ready to discuss how you've used these tools in previous roles. We want to see how you can bring that expertise to enhance the client experience at bdhSterling.
✨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 supportive culture.
We think you need these skills to ace Client Services Administrator (IFA) Client Administration · London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your strong administration and organisational skills, as well as any relevant experience in client services or financial services.
Craft a Compelling Cover Letter: Use your cover letter to showcase your personality and passion for client service. Mention specific examples of how you've built lasting client relationships and how you can contribute to the team at bdhSterling.
Showcase Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear, concise, and free of errors. Use a professional yet friendly tone to reflect the culture at bdhSterling.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also shows your enthusiasm for joining our team. Don’t forget to double-check your application before hitting submit!
How to prepare for a job interview at Sterling Ltd
✨Know Your Stuff
Before the interview, make sure you understand bdhSterling's services and how they operate. Familiarise yourself with cross-border financial planning and the specific role of a Client Services Administrator. This will help you answer questions confidently and show your genuine interest in the company.
✨Showcase Your Communication Skills
Since excellent written and verbal communication is key for this role, prepare to demonstrate these skills during the interview. Practice articulating your thoughts clearly and concisely, and consider bringing examples of past client interactions that highlight your ability to build relationships.
✨Highlight Your Organisational Skills
The role requires strong administration and organisational skills, so be ready to discuss how you manage multiple priorities. Share specific examples from previous roles where you successfully juggled tasks or improved processes, showcasing your ability to thrive in a fast-paced environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the tools they use (like Salesforce), and how success is measured in the role. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.
