At a Glance
- Tasks: Provide admin support, manage client relationships, and process financial requests.
- Company: Join a supportive financial planning business with a close-knit team.
- Benefits: Enjoy 27 days holiday, health plans, and a workplace pension scheme.
- Other info: Ideal for those seeking a stable long-term administrative career.
- Why this job: Be part of a growing company that values collaboration and employee wellbeing.
- Qualifications: Experience in financial services admin and strong organisational skills required.
The predicted salary is between 26000 - 32000 € per year.
Location: Cleckheaton
Hybrid working available after training (3 days office / 2 days home)
Salary: £26,000 - £32,000 DOE
Why Join Us?
This is an excellent opportunity to join a growing and supportive financial planning environment where collaboration and team culture are highly valued. You will be part of a busy Client Services team where work is allocated by team leaders and clients are assigned to ensure a structured and manageable workload. The business is expanding quickly, offering stability and long-term security within a well-established and professional setting.
Benefits:
- Workplace pension scheme
- Death in service benefit (3 x salary)
- Westfield Health cash plan (including dental, eye tests, physio)
- 27 days holiday plus bank holidays
- Exams fully funded and supported
- Strong focus on employee wellbeing and supportive culture
About the Company:
A well-established financial planning business operating as part of a larger group with multiple offices. The Cleckheaton office is home to a close-knit Client Services team. The culture is supportive, informal, and team-focused, with a strong emphasis on looking after staff and building long-term relationships.
Key Responsibilities:
- Providing administrative support within the Client Services team
- Managing allocated client relationships and ensuring smooth processing of requests
- Processing new business applications and platform administration
- Completing fund switches and ongoing investment administration
- Preparing client review packs and supporting advisers
- Working within Intelliflo and other platform systems
- Supporting general financial planning administration tasks as required
What We're Looking For:
- Previous experience in financial services administration or a similar client support role
- Strong organisational skills with attention to detail
- Ability to manage workload effectively within a team environment
- A reliable individual with strong longevity in previous roles
- A positive attitude and willingness to learn and be coached
- Comfortable working in a busy, structured environment
This role is ideal for someone looking for a long-term administrative career rather than progression into advisory roles.
Desirable Skills:
- Experience using platforms such as Quilter, Elevate, Aberdeen, or similar
- Familiarity with Intelliflo
- Exposure to financial planning administration including new business processing and fund switches
- Experience preparing review packs and supporting advisers
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 Services Administrator in Cleckheaton employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment offers a supportive and collaborative work environment in the financial planning sector, where employees are valued and encouraged to grow. With a strong focus on employee wellbeing, generous benefits including a workplace pension, health cash plan, and extensive holiday allowance, the Cleckheaton office fosters a close-knit team culture that prioritises long-term relationships and stability. This role is perfect for those seeking a fulfilling administrative career within a well-established company that champions professional development.
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Cleckheaton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Administrator 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 interviews by researching the company culture and values. Since Templegate values collaboration and a supportive environment, think about how your experiences align with that. Be ready to share examples of how you've thrived in team settings!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client management and administrative tasks. Show off your organisational skills and attention to detail, as these are key for the role. We want to see you shine!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining a supportive team like Templegate's. Let's get you that job!
We think you need these skills to ace Client Services Administrator in Cleckheaton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services administration and any relevant platforms you've used. We want to see how you fit into our team!
Craft a Catchy Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Share why you’re excited about joining our supportive culture and how you can contribute to the Client Services team.
Show Off Your Organisational Skills:Since this role requires strong organisational skills, consider including examples of how you've effectively managed workloads in previous positions. We love seeing how you handle busy environments and keep everything running smoothly!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling. Plus, it shows you’re keen on joining our team at Templegate Recruitment!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific responsibilities of a Client Services Administrator. Familiarise yourself with terms like fund switches and client review packs, as well as any platforms mentioned in the job description.
✨Showcase Your Organisational Skills
During the interview, be ready to discuss how you manage your workload and stay organised. Share specific examples from your past roles where your attention to detail made a difference, especially in busy environments.
✨Emphasise Teamwork
Since the role is part of a close-knit team, highlight your ability to work collaboratively. Talk about experiences where you’ve successfully supported colleagues or contributed to a positive team culture.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could include inquiries about the team dynamics, training opportunities, or how success is measured in the role. It shows you're genuinely interested in the position and the company.
