At a Glance
- Tasks: Support financial advisers with client administration and documentation.
- Company: Join a growing financial planning practice with a supportive team.
- Benefits: Enjoy 25 days holiday, life cover, and a pension scheme.
- Other info: Hybrid working model with potential progression into Paraplanning roles.
- Why this job: Kickstart your career in finance with opportunities for growth and development.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 32000 - 35000 £ per year.
An established and growing financial planning practice is seeking a Client Services Specialist to join its support team. This is an excellent opportunity for someone with experience within financial services administration who is looking to further develop their career within a professional and supportive environment. The business offers future progression opportunities into Paraplanning or Senior Client Services roles.
Key Responsibilities:
- Complete presale administration, including adding client information to the XPLAN database and creating/updating Wealth Reports.
- Prepare and gather information such as Letters of Authority (LOAs) and policy information checklists.
- Undertake meeting preparation and provide advisers with complete documentation ahead of client meetings.
- Carry out basic report writing including Fund Switches, Reviews, and New Business cases.
- Conduct basic research using systems such as FE, Defaqto, and Cashcalc.
- Process New Business and Review Case administration, including submitting applications to providers online and via manual forms.
- Ensure cases are progressed efficiently and placed in force as quickly as possible.
- Maintain accurate client files in line with compliance standards.
- Support paraplanners and assist with wider administration duties where required.
- Handle incoming and outgoing telephone calls with clients, providers, and external partners professionally and efficiently.
What We’re Looking For:
- Understanding of the financial planning process.
- Excellent written and verbal communication skills.
- Strong analytical skills and attention to detail.
- Ability to work independently and as part of a team.
- Strong organisational skills with the ability to prioritise workload effectively.
Desirable Skills:
- Previous experience within a Financial Planning or IFA environment.
- Experience using systems such as XPLAN, FE, Defaqto, or Cashcalc.
- Desire to progress into a Paraplanner or Senior Client Services role in the future.
- Interest in studying towards industry-recognised Level 4 qualifications (CII or LIBF).
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 Specialist employer: TEMPLEGATE RECRUITMENT
Templegate Recruitment is an excellent employer for those seeking a fulfilling career in financial services, offering a supportive hybrid work environment in Berkhamsted. With competitive benefits such as life cover, generous holiday allowances, and opportunities for professional growth into Paraplanning or Senior Client Services roles, employees are encouraged to develop their skills while enjoying a balanced work-life dynamic.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Specialist
✨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 Specialist 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 Specialist, you'll need to handle calls and meetings with clients and providers. Role-play with a friend or family member to get comfortable discussing your experience and answering common interview questions.
✨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’re here to help you find roles that match your career goals, so keep an eye on our listings for more opportunities.
We think you need these skills to ace Client Services Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services administration experience and any relevant systems you've used, like XPLAN or Cashcalc.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Client Services Specialist role. Share specific examples of your previous work that align with the responsibilities listed in the job description.
Showcase Your Communication Skills:Since excellent written communication is key for this role, ensure your application is clear, concise, and free of errors. This is your chance to demonstrate your attention to detail!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and get back to you quickly if we think you’re a good match!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT
✨Know Your Financial Stuff
Make sure you brush up on your understanding of the financial planning process. Familiarise yourself with key concepts and terminology, as well as any relevant regulations. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Show Off Your Communication Skills
Since excellent written and verbal communication skills are crucial for this position, practice articulating your thoughts clearly. You might want to prepare a few examples of how you've effectively communicated with clients or colleagues in the past, especially in a financial context.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you prioritise your workload and manage multiple tasks. Think of specific instances where you successfully juggled various responsibilities, particularly in a fast-paced environment. This will highlight your ability to thrive in the role.
✨Prepare for Technical Questions
Since familiarity with systems like XPLAN, FE, Defaqto, or Cashcalc is desirable, be prepared to discuss your experience with these tools. If you haven't used them before, do some research and be ready to talk about how you would approach learning new software quickly.
