At a Glance
- Tasks: Be the friendly face of our firm, managing client interactions and supporting advisers.
- Company: Join a well-established financial planning firm with a client-focused approach.
- Benefits: Enjoy 25 days holiday, your birthday off, and flexible working options.
- Other info: Great opportunity for career growth in a supportive team environment.
- Why this job: Make a real difference by delivering exceptional customer service in a professional setting.
- Qualifications: Strong communication skills and a proactive, organised mindset are essential.
The predicted salary is between 25000 - 30000 £ per year.
Location: Altrincham
Salary: £25,000 TO £30,000 DOE
Benefits:
- 25 days holiday plus your birthday off
- Company pension scheme
- Life insurance
- Perkbox / employee discounts
- Company events
- Hybrid working available following successful completion of probation
- Flexible working hours available
About the Company:
Our client is a well-established and client-focused financial planning firm based in Altrincham. They are seeking a professional and personable Receptionist / Client Servicing Administrator to join their Operations Team. This is an excellent opportunity for an organised and proactive individual who enjoys delivering exceptional customer service in a professional office environment.
Key Responsibilities:
- Acting as the first point of contact for clients, managing reception duties including answering and directing calls
- Coordinating meeting room bookings and ensuring rooms are prepared to a high standard
- Running reports via the back-office system to identify clients due for financial reviews
- Supporting advisers by preparing reports and booking client review meetings
- Contacting clients to arrange face-to-face or virtual review meetings
- Managing adviser diaries effectively
- Logging all client interactions and maintaining accurate records within the system
- Following up with clients where contact has not been successful, including written communication in line with company processes
- Preparing client review packs for meetings
- Managing client engagement activities, including birthday communications and gifts
- Maintaining a professional and welcoming office environment
- Supporting general administrative duties, including office supply stock management
- Delivering exceptional customer service both in person and over the phone
What We're Looking For:
- Strong communication and organisational skills
- Confident and professional telephone manner
- High attention to detail and accuracy
- Ability to prioritise workloads and manage multiple tasks effectively
- Proactive, flexible, and team-oriented approach
- High level of integrity and respect for confidentiality
- Client-focused with a professional and personable manner
Desirable Skills:
- Previous experience within a financial services or professional services environment
- Proficiency in Microsoft Office including Outlook, Word, Excel, and Teams
- Experience using CRM or back-office systems
- Experience supporting advisers or client servicing teams
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Client Servicing Administrator in Altrincham employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an exceptional employer, offering a supportive and dynamic work environment in Altrincham. With benefits such as 25 days of holiday plus your birthday off, a company pension scheme, and opportunities for hybrid and flexible working, employees are encouraged to maintain a healthy work-life balance. The firm prioritises professional development and fosters a culture of teamwork and client focus, making it an ideal place for those seeking meaningful and rewarding employment in the financial services sector.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Administrator in Altrincham
✨Tap into Campus Networks
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✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like TEMPLEGATE RECRUITMENT LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Servicing Administrator in Altrincham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to TEMPLEGATE RECRUITMENT LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on TEMPLEGATE RECRUITMENT LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with TEMPLEGATE RECRUITMENT LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at TEMPLEGATE RECRUITMENT LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former TEMPLEGATE RECRUITMENT LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
