At a Glance
- Tasks: Provide admin support and manage client relationships in a dynamic team.
- Company: Join a supportive financial planning business with a strong team culture.
- Benefits: Enjoy a competitive salary, pension scheme, health cash plan, and 27 days holiday.
- 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: 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 in Sheffield employer: TEMPLEGATE RECRUITMENT
Join Templegate Recruitment, a supportive and growing financial planning firm in Sheffield, where collaboration and team culture are at the heart of our operations. Enjoy a range of benefits including a workplace pension, health cash plan, and generous holiday allowance, all within a professional yet informal environment that prioritises employee wellbeing and long-term relationships. With opportunities for personal growth and a structured workload, this role is perfect for those seeking a fulfilling administrative career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Sheffield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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. 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 Services Administrator in Sheffield
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.
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'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
✨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.
✨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 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 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.
