Financial Services Administrator|Client & CRM Specialist
Financial Services Administrator|Client & CRM Specialist

Financial Services Administrator|Client & CRM Specialist

Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client files, conduct research, and ensure CRM updates.
  • Company: Reputable recruitment agency with a focus on financial services.
  • Benefits: Competitive salary, full training, and career development support.
  • Why this job: Join a dynamic team and grow your career in financial services.
  • Qualifications: Experience in financial services, strong communication, and IT skills.
  • Other info: Full-time position with opportunities for professional growth.

The predicted salary is between 30000 - 42000 £ per year.

A recruitment agency is looking for a Financial Services Administrator for a Wiltshire-based client. You will manage client files, conduct research, and ensure CRM updates.

Ideal candidates will have:

  • Proven experience in financial services
  • Strong communication skills
  • Comprehensive IT knowledge

This full-time position offers a competitive salary and benefits, with full training and support for career development.

Financial Services Administrator|Client & CRM Specialist employer: Thrive Group

Join a dynamic team in Wiltshire where your expertise as a Financial Services Administrator will be valued and nurtured. Our supportive work culture prioritises employee growth, offering comprehensive training and development opportunities to help you excel in your career. With competitive salaries and a commitment to work-life balance, we provide an environment where you can thrive both personally and professionally.
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Contact Detail:

Thrive Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Administrator|Client & CRM 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 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 culture. Tailor your responses to highlight how your experience aligns with their needs, especially in managing client files and CRM updates. We want you to shine!

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your financial services experience and communication skills clearly and concisely.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job!

We think you need these skills to ace Financial Services Administrator|Client & CRM Specialist

Client File Management
Research Skills
CRM Updates
Financial Services Experience
Communication Skills
IT Knowledge
Attention to Detail
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your strong communication skills. We want to see how your background aligns with the role, so don’t be shy about emphasising relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Services Administrator role. We love seeing enthusiasm and a bit of personality, so let us know what excites you about this opportunity.

Show Off Your IT Skills: Since comprehensive IT knowledge is key for this position, make sure to mention any relevant software or tools you’re familiar with. We appreciate candidates who can hit the ground running, so highlight your tech-savviness!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!

How to prepare for a job interview at Thrive Group

✨Know Your Financial Services

Brush up on your knowledge of financial services and the specific products or services the company offers. Be ready to discuss your previous experience in this field and how it relates to the role you're applying for.

✨Master the CRM Tools

Familiarise yourself with common CRM systems used in the industry. If you know which system the company uses, try to get a basic understanding of it. This will show that you're proactive and ready to hit the ground running.

✨Showcase Your Communication Skills

Prepare examples of how you've effectively communicated with clients in the past. Whether it's resolving issues or providing updates, being able to articulate your experiences will demonstrate your strong communication skills.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's approach to client management and their expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.

Financial Services Administrator|Client & CRM Specialist
Thrive Group

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