At a Glance
- Tasks: Provide admin support and manage client relationships in a dynamic team.
- Company: Join a supportive financial planning business with a close-knit culture.
- Benefits: Enjoy 27 days holiday, health plans, and fully funded exams.
- Other info: Perfect for those seeking a long-term administrative career.
- Why this job: Kickstart your career in a stable environment with long-term growth potential.
- Qualifications: Experience in financial services admin and strong organisational skills.
The predicted salary is between 26000 - 32000 £ per year.
Location: Sheffield
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 Sheffield 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
Client Services Administrator employer: TEMPLEGATE RECRUITMENT
Join a thriving financial planning business in Sheffield, where you will be part of a supportive and collaborative Client Services team. With a strong focus on employee wellbeing, generous benefits including a workplace pension, health cash plan, and 27 days holiday, this role offers not just stability but also a nurturing environment for your professional growth. Embrace the opportunity to develop your career in a well-established firm that values long-term relationships and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator
✨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 this role is all about teamwork and support, think of examples from your past experiences that showcase your ability to collaborate and contribute positively to a team environment.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable answering common questions related to client services and financial administration. This will help you articulate your skills and experiences confidently when it counts.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our supportive team. Plus, it shows initiative and enthusiasm, which are always a plus in our books!
We think you need these skills to ace Client Services Administrator
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 supportive team culture!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Share why you're excited about joining our Client Services team and how your positive attitude and organisational skills will contribute to our collaborative environment. Let us know what makes you tick!
Showcase Your Attention to Detail:In a role like this, attention to detail is key. Use specific examples in your application to demonstrate how you've managed client relationships or processed requests accurately in the past. We love seeing how you’ve made a difference in previous roles!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT
✨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 investment administration, as well as any platforms mentioned in the job description.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed workloads or client relationships. Be ready to discuss how you prioritise tasks and ensure smooth processing of requests.
✨Emphasise Teamwork
This position is all about collaboration, so highlight your ability to work within a team. Share stories that demonstrate your positive attitude and willingness to support colleagues, as well as how you contribute to a supportive culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
