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
✨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 those 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.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. Focus on common questions related to client services and financial administration, so you feel confident and ready to impress when it’s your turn.
✨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 seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Services Administrator in Sheffield
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 client support experience to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you want to join our supportive team and how your organisational skills and positive attitude will contribute to our culture. Keep it friendly and professional!
Showcase Your Attention to Detail:In a role like this, attention to detail is key. Make sure your application is free from typos and errors. We want to see that you can manage workload effectively and take pride in your work right from the start.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role. Plus, we love seeing applications come through our own channels!
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 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 you successfully juggled multiple tasks or maintained attention to detail under pressure.
✨Emphasise Teamwork
Since the role is within a close-knit team, highlight your ability to work collaboratively. Talk about experiences where you contributed to a team environment and how you value building long-term relationships with colleagues and clients.
✨Bring a Positive Attitude
A positive attitude can go a long way! Be enthusiastic about the opportunity and express your willingness to learn and adapt. Employers love candidates who are eager to grow and contribute to a supportive culture.
