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- Tasks: Be the go-to person for clients and guide junior team members.
- Company: Top recruitment agency in the UK with a focus on client success.
- Benefits: Flexible working options, full-time hours, and a supportive team environment.
- Why this job: Make a real difference in client relationships while advancing your career.
- Qualifications: 5+ years of IFA administration experience and knowledge of financial regulations.
- Other info: Great opportunity for professional growth in a dynamic setting.
The predicted salary is between 36000 - 60000 £ per year.
A leading recruitment agency in the United Kingdom is seeking a Senior Client Services Administrator in Bath. The role involves acting as a key contact for clients, processing financial planning recommendations, and mentoring junior staff.
Candidates should have over 5 years of IFA administration experience and a strong understanding of financial regulations. This position offers a full-time schedule with flexible working options after training.
Hybrid Senior Client Services Administrator — Investments in Bath employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Senior Client Services Administrator — Investments in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for client services roles and practice your answers. We recommend using the STAR method to structure your responses, showcasing your experience and how it aligns with the job description.
✨Tip Number 3
Show off your skills! If you’ve got any relevant certifications or training, make sure to highlight them during your conversations. This is your chance to demonstrate your expertise in financial regulations and IFA administration.
✨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 Hybrid Senior Client Services Administrator — Investments in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your IFA administration experience and understanding of financial regulations. We want to see how your background aligns with the role, so don’t be shy about showcasing your relevant skills!
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 Senior Client Services Administrator role. We love seeing enthusiasm and a personal touch, so let your personality come through.
Showcase Your Mentoring Skills: Since mentoring junior staff is part of the gig, make sure to mention any experience you have in this area. We’re keen to know how you’ve helped others grow in their careers, so share those success stories!
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. Plus, it’s super easy!
How to prepare for a job interview at Tate
✨Know Your Stuff
Make sure you brush up on your financial regulations and IFA administration knowledge. Being able to discuss specific examples from your experience will show that you’re not just familiar with the concepts, but that you can apply them in real-world scenarios.
✨Showcase Your Mentoring Skills
Since this role involves mentoring junior staff, be prepared to share your experiences in guiding others. Think of specific instances where you helped someone grow or overcome challenges, as this will demonstrate your leadership abilities.
✨Client-Centric Mindset
As a key contact for clients, it’s crucial to convey your understanding of client needs. Prepare to discuss how you’ve successfully managed client relationships in the past and how you ensure their satisfaction with services provided.
✨Flexibility is Key
With flexible working options available, be ready to discuss how you manage your time and adapt to different working environments. Highlight any previous experiences where you thrived in a hybrid or flexible setting, as this will show you’re a good fit for the role.
