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- Tasks: Support clients and Financial Advisers, ensuring a smooth and exceptional service experience.
- Company: Join a friendly team in the financial services sector.
- Benefits: Competitive salary, hybrid working, pension contributions, and annual bonuses.
- Other info: Enjoy a supportive environment with opportunities for growth and development.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking an experienced Client Support Administrator to join our small and friendly team. Working closely with our Financial Advisers and clients, you will play a key role in delivering exceptional service and ensuring a smooth client journey.
Responsibilities:
- Liaising with product providers to gather current, accurate information.
- Collating information and meeting packs for Advisers.
- Processing new business applications and policy renewals.
- Keeping client records and databases up to date so that they are accurate and complete at all times.
- Building and maintaining strong, positive relationships with clients.
Qualifications:
- Experience working in the financial services sector.
- Knowledge of financial services products and product providers.
- Experience with provider platforms and websites.
- Experience in obtaining information from clients and providers via telephone & email.
- Effective communicator with excellent interpersonal skills.
- Strong organisational and time management skills.
- Sound knowledge of FCA requirements within a financial services role.
- Good attention to detail.
- Strong IT skills, including ability to interpret financial databases.
- Experience with Intelliflo Office or equivalent software packages/back office systems (preferred).
- Financial Services qualifications (preferred).
Benefits:
- A competitive salary - let's discuss it.
- Hybrid working available upon successful completion of probation.
- Employer pension contribution of 5% rising to 10% after 5 years of membership of the pension scheme.
- Annual Bonus scheme (discretionary based on individual and company performance).
- Life Assurance cover up to 4 × salary, and Group Income Protection scheme up to 65% of salary.
- 25 days annual leave plus.
Client Support Administrator - Financial Services employer: The Benefact Group
Contact Detail:
The Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator - Financial Services
✨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 Support 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! Research common questions for client support roles in financial services and practice your answers. We want you to shine when discussing your experience with product providers and your organisational skills.
✨Tip Number 3
Show off your tech skills! Be ready to discuss your experience with Intelliflo Office or similar software during interviews. Highlight how you've used these tools to keep client records accurate and up to date.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Don’t miss out on this opportunity!
We think you need these skills to ace Client Support Administrator - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services sector. We want to see how your skills align with the role of Client Support Administrator, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client support and how you can contribute to our friendly team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: As a Client Support Administrator, effective communication is key. In your application, highlight examples where you've successfully liaised with clients or product providers. We want to know how you build those strong relationships!
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’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at The Benefact Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services products and providers. Being able to discuss these confidently will show that you're not just familiar with the industry, but that you can also engage meaningfully with clients and advisers.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and product providers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially over the phone or via email, to demonstrate your interpersonal skills.
✨Organisational Skills are Key
Be ready to discuss how you manage your time and keep records organised. You might want to share specific tools or methods you use to stay on top of tasks, as this will highlight your attention to detail and ability to maintain accurate client records.
✨Familiarise Yourself with Relevant Software
If you have experience with Intelliflo Office or similar back-office systems, be prepared to talk about it. If not, do a bit of research on these platforms so you can discuss how you'd quickly get up to speed, showing your adaptability and strong IT skills.