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- Tasks: Manage client records, prepare documentation, and support financial planners in a dynamic environment.
- Company: Established Independent Financial Advisers with a focus on holistic financial planning.
- Benefits: Generous holiday, private medical insurance, flexible hours, and professional development support.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 1 year admin experience and 2 years in financial planning preferred.
- Other info: Enjoy quarterly socials and opportunities for career growth.
The predicted salary is between 22000 - 26000 £ per year.
Location: Stone, Staffordshire
Salary: £26,000 - £30,000 per year
Benefits:
- 25 days holiday plus bank holidays, two extra days after Christmas
- Additional holiday entitlement after 5 years service
- Option to purchase extra holiday days after 1 year
- Birthday day off after 1 year
- Employer pension contributions (e.g., 5% employer / 3% employee)
- Private Medical Insurance for employee and children under 18 (after 1 year)
- 3x salary life cover from day one
- Annual financial wellbeing session or 1:1 advice with an adviser
- Paid study leave for exams and CPD
- Funded support for relevant qualifications
- Quarterly team events and socials
- Discretionary Christmas bonus
- Two paid volunteer/charity days per year
- Flexible working hours (at Operations Manager discretion)
About the Company:
This is an established firm of Independent Financial Advisers based in Stone, Staffordshire, providing holistic, planning-led financial advice to clients locally and across the UK. The firm specialises in retirement planning, pensions and investment strategy, protection planning, intergenerational wealth planning, tax-efficient structuring, and long-term.
Key Responsibilities:
- Create and maintain accurate client records across back-office systems and tools
- Prepare client documentation and correspondence for meetings
- Check accuracy and completeness of new business documentation
- Process business applications efficiently and compliantly
- Maintain supporting documentation in line with regulatory requirements
- Record and reconcile fees accurately
- Liaise with product providers and obtain necessary information
- Send Letters of Authority and gather client data
- Obtain illustrations and application forms, produce portfolio valuations
- Ensure fund switches, rebalances, top-ups, and withdrawals are executed correctly
- Support Financial Planners in review delivery and diarise client meeting actions
- Act as a professional point of contact for client enquiries
- Maintain up-to-date back-office systems and manage calls, post, and correspondence
- Undertake additional duties as directed by management
What We're Looking For:
- Minimum 1 year administrative experience
- Minimum 2 years experience within a financial planning environment
- Highly organised, methodical, and disciplined
- Comfortable working within defined processes and meeting deadlines
- Strong written and verbal communication skills
- Able to take personal responsibility for tasks with minimal supervision
- Excellent attention to detail and a positive, supportive attitude
Desirable Skills:
- Certificate in Financial Planning (or working towards)
- RO1 and LP2 qualifications
- Knowledge of back-office financial systems and advanced Excel
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 and explore other suitable roles. Due to the high volume of applications, only successful candidates will be contacted. 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 Stone employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator in Stone
✨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 and its values. Understand their approach to client services and think about how your experience aligns with their needs. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! As a Client Services Administrator, you'll need to be clear and concise. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role.
✨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, we love hearing from candidates who are genuinely interested in joining our team.
We think you need these skills to ace Client Services Administrator in Stone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Administrator role. Highlight your relevant experience in financial planning and administration, and don’t forget to showcase your strong communication skills!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role and how your skills align with what we’re looking for. Keep it concise but engaging!
Show Off Your Attention to Detail: Since this role requires excellent attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send – we love a polished application!
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s straightforward and ensures your application goes directly to us, so we can review it promptly!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you understand the role of a Client Services Administrator inside out. Familiarise yourself with the key responsibilities listed in the job description, like maintaining client records and processing business applications. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Experience
Highlight your administrative experience and any time spent in a financial planning environment. Be ready to discuss specific examples where you've demonstrated strong organisational skills and attention to detail. This is your chance to shine, so prepare some anecdotes that showcase your abilities!
✨Ask Smart Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about the team dynamics, the company culture, or how success is measured in the role. It shows that you're engaged and have done your homework, which can really impress the interviewers.
✨Be Professional Yet Approachable
As a point of contact for client enquiries, it's important to strike the right balance between professionalism and approachability. During the interview, maintain a friendly demeanour while also demonstrating your ability to handle tasks with minimal supervision. This will give them confidence in your ability to represent their firm well.