At a Glance
- Tasks: Support Financial Advisers and Paraplanners in delivering top-notch client service.
- Company: Join a growing, client-focused financial planning business in Tettenhall.
- Benefits: Enjoy a competitive salary, private healthcare, and early Friday finishes.
- Other info: Dynamic work environment with ongoing training and team socials.
- Why this job: Be part of a supportive team and develop your career in wealth management.
- Qualifications: Strong admin skills, attention to detail, and customer service experience required.
The predicted salary is between 26000 - 30000 £ per year.
A growing and client‑focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast‑paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally.
Key Responsibilities
- Scheduling and confirming client appointments
- Preparing client review packs and financial documentation ahead of meetings
- Managing incoming client calls, queries and correspondence
- Maintaining accurate client records and updating CRM systems
- Generating client correspondence and post‑review documentation
- Liaising with external providers to obtain information and updates
- Processing fund switches, withdrawals and post‑meeting actions
- Supporting advisers and paraplanners with business submissions and workflow management
- Managing mailboxes and prioritising workloads effectively
- Welcoming clients and maintaining a professional front‑of‑house experience
This is an excellent opportunity for an organized and proactive administrator looking to develop within a professional and supportive wealth‑management environment.
The Candidate
- Strong administrative and organisational skills
- Excellent written and verbal communication
- High attention to detail and accuracy
- Ability to prioritise workloads and work to deadlines
- Strong customer‑service and relationship‑management skills
- Proficient in Microsoft Office and CRM systems
- Proactive, collaborative and solutions‑focused approach
- Experience within wealth management or financial services advantageous
- Knowledge of pensions, investments and FCA regulations beneficial
- Salesforce experience desirable
The Package
- Salary £26,000 - £30,000
- Pension
- Private healthcare after probation
- Private medical cash plan including dental and optical cover
- 25 days holiday plus bank holidays
- Early finish on Fridays
- Team socials and supportive culture
- Ongoing training and development opportunities
Client Services Coordinator. Job in Tettenhall LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic and client-focused financial planning business in Tettenhall, where you will thrive in a supportive environment that prioritises professional growth and development. With benefits like private healthcare, an early finish on Fridays, and a culture that encourages team bonding, this role as a Client Services Coordinator offers a rewarding opportunity to make a meaningful impact while advancing your career in wealth management.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Coordinator. Job in Tettenhall LilyLifestyle Jobs
✨Tip Number 1
Get to know the company! Research LilyLifestyle and understand their values and services. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills. As a Client Services Coordinator, you'll need to be on point with your verbal and written communication. Try role-playing common scenarios with a friend to boost your confidence.
✨Tip Number 3
Be proactive during the interview. Ask insightful questions about the role and the team dynamics. This shows you're engaged and ready to contribute to their client-focused approach.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Client Services Coordinator. Job in Tettenhall LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Services Coordinator role. Highlight your administrative prowess and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're the perfect fit for our team. Be sure to mention your proactive approach and customer service experience.
Showcase Your Attention to Detail:In this role, accuracy is key! When submitting your application, double-check for any typos or errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website:We love it when candidates apply directly through our website! It makes the process smoother for both of us. Plus, you'll get to see more about our company culture and values while you're at it.
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on the basics of financial services and wealth management. Familiarise yourself with common terms like pensions, investments, and FCA regulations. This will not only show your interest but also help you answer questions confidently.
✨Showcase Your Organisational Skills
As a Client Services Coordinator, organisation is key. Prepare examples from your past experiences where you successfully managed multiple tasks or prioritised workloads. Be ready to discuss how you keep track of client communications and appointments.
✨Practice Your Communication
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. You might want to do mock interviews with friends or family, focusing on how you would handle client queries or correspondence.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, ongoing training opportunities, or how they measure success in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
