At a Glance
- Tasks: Assist Independent Financial Advisers with client administration and reporting tasks.
- Company: Established financial services firm in Colchester with a supportive team culture.
- Benefits: Up to £35,000 salary, flexible benefits, wellness platform, and professional development support.
- Other info: Hybrid working model with excellent career growth opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration, strong communication skills, and a desire to learn.
The predicted salary is between 35000 - 35000 £ per year.
I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office.
Purpose of the role
To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion.
Knowledge and experience
- It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services.
- A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo.
- Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients.
- Understand the advice process and the need for a commercial relationship with clients.
- Strong communication skills and excellent analytical skills.
- Good team player with a flexible approach.
Key responsibilities
- Maintenance of client and portfolio records.
- Preparation of client files for annual or half yearly reviews.
- Process client new business and general client administration as required.
- Communicate with clients on case progress.
- Preparing necessary paperwork and application forms for client meetings.
- Managing WIP and invoicing.
- Communicate with product providers on case progress compliance issue and record keeping.
Salary
Up to £35,000.00, this is dependent on experience and qualifications.
Benefits
- Life cover 4 x salary
- Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave).
- Wellness platform with 24/7 GP access
- Shopping discounts platform
- Support to obtain professional qualifications with study leave and financial support with exam material
- Enhanced maternity and paternity leave
- Health Care Cash Plan
- Enhanced employer pension contributions
- Hybrid working (3 days in the office, 2 days from home, post probation)
- 9-5 - Mon-Fri
Client Services Co-Ordinator. Job in Mile End LilyLifestyle Jobs in Colchester employer: United Cerebral Palsy of Georgia
Join a dynamic team in our Colchester office as a Client Services Co-Ordinator, where we prioritise employee well-being and professional growth. With a flexible benefits scheme, enhanced maternity and paternity leave, and support for obtaining professional qualifications, we foster a collaborative work culture that values your contributions. Enjoy the balance of hybrid working arrangements while being part of a company that is committed to delivering exceptional financial services to our clients.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Co-Ordinator. Job in Mile End LilyLifestyle Jobs in Colchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Client Services Co-Ordinator 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 brushing up on your knowledge of the advice process and client relationship management. Be ready to discuss how your organisational skills and experience with Microsoft Office can help streamline their operations.
✨Tip Number 3
Showcase your analytical skills! During interviews, share examples of how you've tackled complex client cases or improved processes in previous roles. This will demonstrate your ability to handle the responsibilities of the position.
✨Tip Number 4
Don't forget to 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.
We think you need these skills to ace Client Services Co-Ordinator. Job in Mile End LilyLifestyle Jobs in Colchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Services Co-Ordinator role. Highlight your experience in client administration and any relevant qualifications, like the Certificate in Financial Services. We want to see how your skills match what we're looking for!
Show Off Your Skills:Don’t forget to showcase your organisational and planning skills! Mention any experience you have with Microsoft Office or industry software like Curo. We love seeing strong communication and analytical skills, so make sure to include examples.
Be Clear and Concise:When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website:Finally, make sure to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you understand the role of a Client Services Co-Ordinator inside out. Familiarise yourself with the advice process and the importance of maintaining client relationships. Brush up on your knowledge of Microsoft Office and any relevant software like Curo, as these will likely come up in conversation.
✨Show Off Your Organisational Skills
During the interview, be ready to discuss how you manage your time and keep track of client records. Share specific examples of how you've successfully handled multiple tasks or projects simultaneously. This will demonstrate your ability to handle the responsibilities of the role effectively.
✨Communicate Clearly
Strong communication skills are key for this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask the interviewer about their client communication strategies, showing that you’re proactive and engaged.
✨Be a Team Player
Highlight your experience working in teams and how you adapt to different working styles. Share examples of how you've collaborated with others to achieve common goals, as this role requires a flexible approach and good teamwork.
