At a Glance
- Tasks: Provide top-notch admin support to financial consultants and manage client relationships.
- Company: Dynamic financial services company with over 80 years of trusted expertise.
- Benefits: Generous holiday allowance, private medical insurance, and matched pension contributions.
- Other info: Endless opportunities for career progression in an inclusive environment.
- Why this job: Gain valuable experience in finance while supporting a vibrant team.
- Qualifications: Previous office support experience and strong organisational skills.
The predicted salary is between 33000 - 33000 £ per year.
Location: Wellington
Salary: Up to 33,000 DOE
Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm
Key Highlights of the Benefits Package:
- Matched pension contributions up to 5%, plus reinvestment of employer NI savings
- Private medical insurance for all permanent employees
- Life assurance (4 salary) and income protection (75% salary in long-term illness)
- Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
- Full funding for professional exams, training and subscriptions
- Electric car, cycle-to-work and season ticket schemes
- Long-service awards, referral bonuses, and paid volunteering time
The Company:
A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.
The Role:
The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day-to-day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes.
Key Duties:
- Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
- Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
- Liaise with clients on any administration queries they may have
- Manage client service needs and client expectations to ensure client satisfaction
- Ensure action points resulting from client meetings get diarised and dealt with
- Preparation of meeting packs, to include new business for signing up
- Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
- Organise client review meetings as per the company process as required
- Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
- Ensure follow up letters are sent in a timely manner
- Maintenance of client records
- General administrative support
About you:
- Previous office support experience within a corporate environment
- Accuracy and strong attention for detail
- Excellent organisational and time management
- The ability to work under pressure and prioritise
- Excellent communication, both verbal and written
- Competent IT user
- A positive and proactive approach to work and a desire to help and support the wider team
- Calm and considered outlook in approach to problem solving
This company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress.
To Apply:
If this role is of interest to you then please apply online. Alternatively, please send your CV to (url removed) or call Vicky on (phone number removed).
Equal Opportunities:
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Client Relationship Coordinator / PA (Financial Services). Job in Wellington LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As a dynamic and forward-thinking financial services company based in Wellington, we pride ourselves on offering a vibrant and inclusive work environment that prioritises employee well-being and professional growth. With generous benefits including matched pension contributions, private medical insurance, and extensive holiday allowances, we ensure our staff feel valued and supported. Join us to gain broad exposure across various financial services teams while contributing to exceptional client outcomes in a collaborative atmosphere.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Coordinator / PA (Financial Services). Job in Wellington LilyLifestyle Jobs
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing the role. Plus, it could give you an edge if they put in a good word for you!
✨Tip Number 3
Prepare for the interview by practising common questions and scenarios related to client relationship management. Think about how you can demonstrate your organisational skills and attention to detail, as these are key for this role.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm and professionalism, which is exactly what they're looking for!
We think you need these skills to ace Client Relationship Coordinator / PA (Financial Services). Job in Wellington LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Client Relationship Coordinator role. Highlight your previous office support experience and any relevant financial services knowledge to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for providing exceptional client service and how your proactive approach can benefit our team. Keep it friendly and professional, just like us!
Show Off Your Communication Skills:Since this role involves liaising with clients and supporting Financial Consultants, make sure your written application demonstrates your excellent communication skills. A clear and concise application will show us you can handle the job!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands quickly. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Before the interview, make sure you understand the financial services industry and the specific role of a Client Relationship Coordinator/PA. Research the company’s values, their approach to client relationships, and any recent news about them. This will help you answer questions confidently and show that you're genuinely interested.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure deadlines are met, as this will demonstrate your fit for the position.
✨Practice Your Communication
As a point of contact for clients, strong communication skills are essential. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend or family member to get comfortable with discussing your experiences and answering common interview questions.
✨Prepare Questions to Ask
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.
